5. AI Document Extraction

The AI Extraction feature reads your documents and automatically creates journal entries using cloud AI (Gemini). No large model download required.

Step 1 — Select a File

  1. Go to Projects → tap the AI Extract tab
  2. Tap Select File to pick a document from your project

Step 2 — Select a Template

Choose the template that matches your document type:

  • Receipt — for purchase receipts and invoices
  • Ledger — for bank statements or ledger pages
  • Legal Analyze — for contracts and legal documents

This tells the AI what type of document it is analyzing.

Step 3 — Generate Journal Entry

  1. Tap Generate Journal Entry
  2. The app sends the file and template to the server
  3. The AI analyzes the document and creates a journal entry
  4. This usually takes 8–20 seconds — you will see "Analyzing document..." while it processes
  5. This uses 1 credit

The result shows the transaction date, type, narration, and line items (debit/credit).

Step 4 — Save to Transaction

  1. Review the journal entry
  2. Tap Save to Transaction
  3. You are taken to the Transaction Form with all fields pre-filled
  4. Review and tap Save

AI Assist in Transaction Form

You can also use AI directly while creating a transaction:

  1. On the Transaction Form, tap AI Assist
  2. Type a description: "Paid office rent Rp 5,000,000 from BCA account"
  3. Tap Generate — the AI creates the line items automatically
  4. Review and save
Cost: 1 credit per generation.
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