A L M A S ALMASHelp Open in the app

22. AI File Analysis

The AI file-drop zone in the top bar lets you toss any document at ALMAS and get a smart suggested action back. Included in every plan, within the monthly AI allowance.

How to use it

  1. Drag a file (PDF, image, scanned receipt, spreadsheet, contract...) onto the small drop target next to the global search box.
  2. Wait a few seconds while the AI reads it.
  3. A modal opens with:
    • The detected document type (invoice, contract, receipt, report, spreadsheet).
    • A suggested action (create transaction, create invoice, update existing record, create contract).
    • For invoices and bills, a list of similar past records so you don't accidentally duplicate.
  4. Pick an action or close the modal. If you accept, the file is automatically attached to whatever record gets created or updated.