Document Intelligence
Document Intelligence provides automated analysis of uploaded documents — extracting structured data, classifying content, and identifying relevant information for audit procedures.
Capabilities
| Feature | Description |
|---|---|
| Text Extraction | Extract text from PDFs, scanned documents (OCR), and images |
| Data Extraction | Pull specific data points (dates, amounts, names) from documents |
| Classification | Automatically categorize evidence by type (policy, invoice, report, etc.) |
| Key Information Highlight | Identify and highlight audit-relevant passages |
| Table Extraction | Extract tabular data from documents into structured format |
How to Use
- Upload evidence to a workpaper
- Click Analyze Document on the evidence item
- Select the analysis type:
- Full Analysis — all capabilities
- Extract Data — specific data points only
- Classify — document type classification
- Review the results
- Apply extracted data to your workpaper
AI Governance
- All analysis results are suggestions
- Document content is processed but never modified
- Analysis is logged with
AIRequest/AIResultrecords - Results respect data classification levels
- On-premises processing available via Ollama
Supported Formats
PDF, DOCX, XLSX, CSV, PNG, JPG, TIFF
Permissions
Requires ai:suggest permission (Auditor, Manager, CAE).