Dynamite DocsAnswer in 30 seconds
Use the fit register and decision table together. The strongest option is the one that matches your documents, review controls, delivery path, and operating model.
Dynamite Docs reads invoices, receipts, statements, purchase orders, contracts and other business documents. Reviewers check the source beside the extracted fields and rows before anything moves downstream.
Each team can keep the tools that already own the work. Bookkeepers and auditors prepare clean transaction rows, operations teams manage vendor handoffs, and developers integrate through APIs. Dynamite Docs handles the document intake, review and handoff between them.
Within your account, use folders and labels to organize client or month-end work and reopen saved extraction results. Free originals stay in your browser; paid cloud storage also keeps the source file. Starter and above add durable Jobs for stored inputs. Pro and Scale add supported email attachment forwarding.
Start with the file that creates the most manual copying or review work.
Fit register
The review flow stays consistent. What changes is the document mix, the output contract and who approves the result.
Turn client invoices, receipts and bank statements into consistent rows. Reuse correction patterns, check totals against the source and export into the firm's existing workbook or accounting import.
Put a stable document contract in front of the model. Use scoped API tokens, structured JSON and signed webhooks while keeping hosted, own-key, custom and local model routes replaceable.
Structure purchase orders, contracts, certificates, forms and invoices before approved data moves to procurement, compliance, project or vendor systems.
Decision table
The document is only the starting point. Choose the route based on the checks your team must make and where the approved data belongs.
Swipe horizontally to compare every column
| Team | Typical documents | Review focus | Next destination |
|---|---|---|---|
| Accounting firms | Invoices, receipts, bank statements and tax forms | Vendor, dates, tax, line items, totals and balances | Excel, CSV, Google Sheets or accounting import |
| Developers | PDFs and images submitted by an application | Required fields, types, failures and idempotency | JSON response, webhook consumer or internal API |
| Operations teams | POs, contracts, COIs, forms and vendor files | Identifiers, dates, money, limits and missing fields | Procurement, compliance, project or vendor system |
Working procedure
Dynamite DocsChoose the fields, row shape and destination before processing a batch.
Use hosted processing, your own provider key, a custom endpoint or local Ollama.
Resolve low-confidence values and check identifiers, dates, amounts and missing fields.
Export the checked rows or pass them to the application that owns the next action.
Dynamite DocsProvider independence
A clear invoice PDF, a blurred receipt and a dense contract do not need the same model. Keep the review and export flow stable while the team changes the provider route.
Every plan supports provider keys. Pro and Ultra include unlimited own-key processing, while Hobby, Pro and Ultra can use the local Ollama companion. Policy controls can narrow the providers available for sensitive documents.
Use plan processing without managing a provider account.
Connect an encrypted key from a provider your team controls.
Use a compatible endpoint and keep the same review workflow.
Run model inference on a workstation through Ollama.
Dynamite Docs prepares reviewable document data. It does not replace the controls or records your team already relies on.
Questions
Use folders, labels and search within your account, and reopen saved extraction results when needed. These organization controls do not establish shared multi-user access or department permissions. Apply your access and retention policy before uploading live files.
Yes. The schema can follow the document and the required output. Review inferred columns before repeating the workflow across a larger batch.
Yes. Export to Excel, CSV, JSON, Google Sheets or Drive, or use scoped API tokens and signed webhooks for an application workflow.
No. Choose hosted processing, connect your own provider key, configure a compatible endpoint or use local Ollama where the plan supports it.
Related work
Explore all AI document extraction solutions for finance teams and professionals.
Prepare clean bank, card, and receipt transaction rows for month-end reconciliation.
Streamline purchase orders, contracts, COIs, and vendor onboarding handoffs.
Trace document evidence and sample testing back to source files.
Choose a guide for invoices, receipts, statements, tax forms or purchase orders.
Review authentication, requests, structured responses and usage limits.
Connect Drive, Sheets, exports, webhooks and the REST API.
Compare processing, storage, jobs, provider keys and integration access.
Topic Cluster · In This Series
Explore role-specific data extraction workflows for bookkeepers, auditors, tax professionals, operations, and small businesses.
Reconcile bank statements, card registers, and receipts with debit/credit sign balance preservation.
Trace sample items to source documents, vouch invoice amounts, and verify audit-ready transaction schedules.
Extract GSTINs, HSN/SAC breakdowns, and multi-rate tax splits directly into formatted tax working papers.
Coordinate cross-departmental AP intake, vendor invoice approvals, and multi-entity downstream exports.
Structure purchase orders, certificates of insurance, and vendor contracts before handover to ERPs.
Capture vendor bills, utility receipts, and expense paperwork without manual typing or bloated software.
Run the web workspace with local companion support on 64-bit Windows PCs with Ollama model integration.
Install the certified MSIX companion from Microsoft Store for signed local token exchange and updates.
Looking for other workflows? Solutions for Accounting & Finance Teams covers all supported formats and procedures.
Browse all 8 workflows in this clusterFirst document
Start with the file that creates the most manual copying or review work.
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