Quickstart

1. Start with your task

On the homepage, select “Check every invoice against the PO and contract.” Try a sample question or preview a Run, then select Connect your context. Sign in to continue. The task, question or Run draft carries through authentication; sample records do not.

2. Create your Workspace

Keep the suggested name Invoice Review, or edit it. Select Continue. You can use the same Workspace for related questions and repeated checks.

3. Connect the context

Add a file for Invoice data, Purchase orders, Contracts and Finance SOP. Use CSV or JSON for records, and TXT or Markdown for document text. Each file must be smaller than 2 MB and contain fewer than 200,000 text characters.

For invoice checks, invoice records need invoice_id, po_id and amount. Purchase orders need po_id and amount. Use amounts in the same currency. An export from your application works; direct ERP authentication is not enabled.

4. Ask a question

Select Open Neuron. In the bottom composer, ask “Which invoices need a second look?” and send. Neuron checks invoice IDs, PO references and amounts in the supplied records. Contracts and custom policy rules still require human review.

5. Create a Run

Enter “Check every new invoice automatically.” in the composer, choose Run, then review the instruction and select Create a run. It checks the current sources immediately and repeats when you upload or reconnect a source. External systems are not polled.

6. Inspect the evidence

Select Based on X sources beneath a result. Read the excerpts, comparison information and connection timestamps. Open source to inspect the saved original. A source-update Run uses the same context as Ask.

Example invoice file

Illustrative records, not business results. Save this as invoices.csv and supply your own contract and SOP text. INV-001 will flag an amount difference against the purchase orders below.

invoice_id,po_id,amount
INV-001,PO-101,1250
INV-002,PO-102,900

Example purchase-order file

Save this as purchase-orders.csv. Connect it to Purchase orders.

po_id,amount
PO-101,1200
PO-102,900