Uploading your first documents

Once your company is created — and, where applicable, your FEC imported — you can start uploading your documents. This is Simon’s basic gesture: you provide the document, it takes care of reading it, classifying it and bringing it into the accounting cycle.

Uploading a document

Drag a PDF into the application, or simply ask the agent to take care of it:

“I uploaded my January invoices into the inbox”

“Process the February BNP bank statement”

A file can contain several documents — a six-page statement followed by an invoice, for example. No need to separate them yourself: Simon detects them and processes them independently.

The recognized types

Simon supports seven families of documents, and knows what to extract from each:

Type	Examples	What Simon extracts
Invoice	Supplier, customer, credit note	Net/VAT/gross amounts, third party, dates, lines, category
Bank statement	PDF or CSV	IBAN, operations (date, label, amount, direction), balances
Expense report	Tickets, receipts	Amount, issuer, category, fuel/meal details
Payslip	Pay slip	Gross, contributions, taxable net, net to pay
Tax notice	Tax, CFE, URSSAF	Type of tax, amount, deadline, taxable base
Commitment	Loan, leasing, contract	Schedule, rate, duration, principal/interest
OD	AGM minutes, provisions, adjustments	Type of manual journal entry, balanced accounting lines

---

What happens on upload

You have nothing to orchestrate: uploading a document triggers an automatic chain. A sub-agent reads the file and cuts it into typed segments, each segment is annotated by the procedure suited to its type, then the extracted data is checked and the document enters the workflow. Identical files are discarded along the way thanks to their SHA256 fingerprint.

If a check fails, the document is not lost: it is put on hold with a block code that says precisely what to correct. The detail of this mechanism is described in Document ingestion.

And then?

A successful upload brings each document into the lifecycle. From there, the workflow moves it forward on its own as long as the prerequisites are met: extraction and validation of the data, then qualification (deductibility, VAT), bank reconciliation, and finally posting — the proposed journal entry then awaiting your approval.

The most common blocks

On upload, you will mainly encounter these situations:

Block	Type	Cause	What to do
Incomplete extraction	hard	Extracted data not compliant	Correct the extracted fields
Inconsistent VAT	hard	Net + VAT ≠ gross	Correct the amounts
Wrong statement balance	hard	Balance inconsistent with the operations	Check the operations
Missing third party	hard	Third party not identified	Create or associate the third party
Probable duplicate	soft	File very close to an existing one	Confirm or dismiss
Direction to specify	soft	Supplier or customer invoice?	Specify the direction

Note

A hard block must be lifted before the document moves forward. A soft block is a warning: you can override it by confirming, and the choice is tracked.