Learn how to use Copilot Audit to automate your invoice verification through a hands-on example.
Document Preparation
For this example, we will use two test documents:
Purchase Invoice.pdf: A supplier invoice
Sales Invoice.pdf: A customer invoice
Both documents are available for download at the bottom of the page.
1. Importing Documents
In the "Copilot Audit" tab, click on "Documents."
Click "Upload Documents."
Select the two PDF files.
Wait for the import confirmation.
Preparing Excel Data
Copy this table with the information to verify:
Amount | Date | Invoice Number |
3500 | 27/11/2024 | 1 |
500 | 01/12/2024 | 1 |
Matching Process
1. Selecting Data
Click on "Document Matching" in the Copilot Audit tab.
Select the cell range containing your table (including headers).
Click "Next."
2. Choosing Documents
From the list of documents, check:
Purchase Invoice.pdf
Sales Invoice.pdf
Click "Next."
3. Configuring Columns
By default, Copilot Audit suggests output columns immediately following your data:
Column D for the Amount results.
Column E for the Date results.
Column F for the Invoice Number results.
You can modify these columns if needed.
4. Running the Analysis
Click "Run."
Copilot Audit will:
Analyze each document.
Search for matching information.
Insert results into the specified columns.
Reading the Results
Results are displayed with an intuitive color code:
🟢 Green: Information was found and matches exactly.
🟠 Orange: A possible match was found but requires verification.
🔴 Red: No match was found.
The last column (in blue) indicates the name of the source document, helping you quickly trace each piece of information's origin.
Practical Tips
Ensure column headers are clearly labeled.
Check that your PDF documents are readable (avoid poor-quality scans).
For best results, use documents with a similar structure.
If unsure about a match, click on the cell to view the source document.