Knowledge base
Using Dossier 3 min read

How Dossier reads your documents

What the AI extraction step pulls out, where confidence comes from, and why you confirm every figure.

What happens on upload

Each uploaded file is read and the key financial figures are located: revenue, gross profit, EBITDA, net profit, cash balance, existing debt, monthly debt service, receivables, payables and inventory, plus context such as major customers and recurring obligations.

Every extracted value keeps a reference to the line it came from, so you can see the source rather than trusting a number that appeared from nowhere.

Confidence and conflicts

Where two documents disagree — a revenue figure in the management accounts against the audited statements — both are surfaced and the most recent document takes precedence in the snapshot until you decide otherwise.

Why you confirm

Nothing reaches your readiness score or your dossier until you confirm it. You are the source of truth; the extraction only saves you the typing.