Search

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Search across all your documents and extracted data with powerful filters

Overview

The Search app provides unified search capabilities across all your documents and extracted data. Find specific invoices, transactions, line items, or any data point quickly using text search and advanced filters.

Search Capabilities

Text Search

Search across document content and extracted fields:

  • Vendor names
  • Invoice numbers
  • Descriptions
  • Any text content in your documents

Entity Search

Search for both headers and line items:

  • Headers - Document-level data (invoice totals, dates, vendors)
  • Line Items - Individual transactions, invoice line items, bank transactions

Advanced Filtering

Filter results by:

  • Document type (Invoice, Receipt, Bank Statement, etc.)
  • Date range
  • Amount range
  • Currency
  • Collection (for documents with multiple line item collections)

Search Results

Search results display:

  • Entity type (Header or Line Item)
  • Document information
  • Preview data (date, amount, description, currency)
  • Quick access to open the full document

Use Cases

Find Specific Documents

Search for invoices by vendor name or invoice number to quickly locate specific documents.

Locate Transactions

Find individual transactions across bank statements and other documents using amount, date, or description filters.

Data Exploration

Use search to explore your data and discover patterns across documents.

Using the Search Feature

The search feature allows you to find documents and data quickly:

Simply type your query in the search bar and press Enter. The system will search across all your documents.

Fuzzy Search vs Exact Search

Use the icon to toggle between fuzzy and exact search.

Fuzzy search is the default search mode. It will return results that contain the query string anywhere in the document.