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ConfigurationLLM & OCR
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LLM and OCR

Choose the document reader, suggestion model, categories and budgets. Record provider agreements before allowing restricted data processing.

ERPNext posting

Manual posting — Available. Review suggestions in Workbench, post in ERPNext and record the outcome here.

Automatic posting and reversal cannot be enabled in this release. Manual posting remains available. OCR and LLM processing schedules do not enable ERPNext posting or reversal.

Connection and execution status

Gateway reader: gemini-vision · Enricher: gemini

The gateway resolved the provider pair. Vendor authentication and a paid job have not been tested by this check.

Refresh connection status

OCR/LLM keys are deployment-managed in the retained gateway. This page configures the firm policy; it does not expose those keys.

Current firm policy

AI is off.

Mode
Off
Document reader
Not selected
Suggestion provider
Not selected
Model
Provider default
Export policy
Safe
Readable categories
None
Edit providers, categories and budgets
Edit AI, OCR and LLM policy

Changes apply firm-wide. Provider keys below are names or opaque references—not API secrets. Saving does not run a job or post to ERPNext.

Provider agreements

No provider agreements recorded.

Record a provider agreement

Document processing schedule and extraction profiles

Provider batch currently requires Gemini vision OCR and a batch-capable enrichment provider. Completion may take longer than five minutes. No automatic fallback to a more expensive lane.

Extraction profile by document type

Standard invoice, party, date, amount and line fields remain available. Add extra fields below. Missing values stay unknown; instructions cannot authorise posting.

Review recorded usage and cost