Step 1: Choose a file and click "Upload Document". Then choose another file and repeat. You can upload multiple related documents.

Step 2: Select the analysis mode:

• Financial Analysis → financial documents and reconciliation workflows
• General Document Analysis → invoices, contracts, policies, operational documents, etc.

Step 3: Select:

• Ask Questions → ask targeted questions about uploaded documents
• Agent Review → run a goal-driven AI review across all uploaded documents

Step 4: In Agent Review, provide an optional goal and run the agent review.