Overview
The Search app provides unified search capabilities across all your documents and extracted data. Find specific invoices, transactions, line items, or any data point quickly using text search and advanced filters.
Search Capabilities
Text Search
Search across document content and extracted fields:
- Vendor names
- Invoice numbers
- Descriptions
- Any text content in your documents
Entity Search
Search for both headers and line items:
- Headers - Document-level data (invoice totals, dates, vendors)
- Line Items - Individual transactions, invoice line items, bank transactions
Advanced Filtering
Filter results by:
- Document type (Invoice, Receipt, Bank Statement, etc.)
- Date range
- Amount range
- Currency
- Collection (for documents with multiple line item collections)
Search Results
Search results display:
- Entity type (Header or Line Item)
- Document information
- Preview data (date, amount, description, currency)
- Quick access to open the full document
Use Cases
Find Specific Documents
Search for invoices by vendor name or invoice number to quickly locate specific documents.
Locate Transactions
Find individual transactions across bank statements and other documents using amount, date, or description filters.
Data Exploration
Use search to explore your data and discover patterns across documents.
Using the Search Feature
The search feature allows you to find documents and data quickly:
Simply type your query in the search bar and press Enter. The system will search across all your documents.
Fuzzy Search vs Exact Search
Use the icon to toggle between fuzzy and exact search.
Fuzzy search is the default search mode. It will return results that contain the query string anywhere in the document.
Search Graph
The Search Graph feature provides visual analysis of your search results through interactive line charts. Visualize trends, patterns, and relationships in your data.
Enabling the Graph
Toggle the graph view using the icon in the search toolbar. When enabled, the graph appears below the search results, splitting the view to show both the results list and the visualization.
The Search Graph is not available on mobile devices to ensure optimal viewing experience.
Graph Configuration
The graph automatically adapts to your search results and document schemas. Configure the visualization using the controls at the top of the graph:
X-Axis Selection
Choose which field to display on the horizontal axis:
- Date fields - Document dates, transaction dates, invoice dates
- Text fields - Vendor names, descriptions, categories
- Enum fields - Status values, types, classifications
The graph defaults to using the document date when available.
Y-Axis Selection
Select a numeric field for the vertical axis:
- Amount fields - Transaction amounts, invoice totals, line item prices
- Quantity fields - Item quantities, counts
- Currency fields - Monetary values
The graph prioritizes unitPrice or amount fields when available.
Aggregation Modes
Control how data points are grouped:
- Raw Values - Shows each individual result as a separate data point
- Sum - Groups results by X-axis value and sums the Y-axis values
- Count - Groups results by X-axis value and counts the number of items
Graph Behavior
- Schema-Aware - Axis options are dynamically generated from your document schemas
- Tab-Specific - Each result tab (by document type) shows its own graph
- All Tab Aggregation - When viewing the "All" tab, the graph combines results from all selected entity types
- Date Sorting - Data points are automatically sorted chronologically when using date fields
- Settings Persistence - Graph settings are saved with your search query
Use Cases
- Trend Analysis - Track spending over time by plotting amounts against dates
- Pattern Discovery - Identify recurring transactions or seasonal patterns
- Data Comparison - Compare values across different categories or vendors
- Quick Insights - Get visual overview of search results before diving into details
Use AI builder to create a custom mini-app to do custom searches and visualizations.