> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.booksgpt.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Analyze a document with Copilot

## Analyze a document

Use this for a payroll PDF or an order CSV you want Copilot to read and act on. Scanned PDFs work too. It is not the receipt door, and it is not the invoice-from-a-file door.

1. Click the **+** next to the ask box. The control is labelled **Add or connect**. You can also type **/** in an empty box.
2. Click **Add files**, then **Document to analyze**. Its tooltip says **Payroll PDF, order CSV, several at once. I'll read each and act on it.**
3. Pick one or more PDF, CSV, TSV, or TXT files, each up to 8 MB.

![Add files open in the + menu, with Document to analyze and its tooltip](https://booksgpt.ai/help/copilot/add-files-document.png)

While Copilot reads:

| **Reading document…** shows above the ask box. You can keep chatting.

- A scanned PDF takes longer. If reading passes 20 seconds, a second line says **Scanned pages take longer to read. This can take a minute or two.**
- When it is done, Copilot sends one message for all the files you picked and answers it. If a reply is still running, that message waits for it to finish.

![Reading document… above the ask box, with Scanned pages take longer to read](https://booksgpt.ai/help/copilot/document-reading.png)

- A bank or card statement is imported, not analyzed. Its statement card says, for example, **march-statement.pdf looks like a bank statement, so I am importing it as one.** Finish it on that card. See "Upload a bank statement".
- If a file cannot be read, a red note above the ask box says why and what to do next.
- Leaving the chat does not stop the reading. Ask Copilot about the file later instead of uploading it again. A statement waits with the others: ask Copilot to "Finish the statements that are waiting".

## A T-Cetra or VidaPay settlement

The original PDF from T-Cetra or VidaPay, where you can select the text, is a settlement statement. A scanned PDF of another document still uses **Document to analyze**, above.

- **Document to analyze** and **Bank statement** both stop with a red note that this is a T-Cetra settlement statement. Neither route hands the file to Settlement statements, so nothing posts from that upload. Drop the original PDF again.
- Drop it on the ask box. The card says **Settlement statement**. Choose **Open statement**.
- Or open **All pages** in the left sidebar, then click **Purchases** and [**Receipts**](https://app.booksgpt.ai/go/receipts). Drop the PDF where it says **Drop a file here, or click to browse**. Choose **Open statement**.

See [Record a distributor settlement statement](https://help.booksgpt.ai/en/article/record-a-tcetra-settlement-b34975/).

## Other ways to add a file

Other ways in:

- A receipt, as a photo or PDF, goes through **Add files**, then [**Receipt**](https://app.booksgpt.ai/go/receipts).
- **Invoice from a file**, also under **Add files**, is for a customer invoice PDF or photo. Review stays beside the chat. See "Create an invoice draft from a PDF or photo".
- **Create an invoice** is the describe-it door. See "Create or send an invoice from chat".
- **Bank statement**, under **Add files**, is the bank-history door. See "Upload a bank statement".

|| Dropping a file on the ask box does not analyze it. The original T-Cetra or VidaPay PDF is a settlement statement, a photo or scan is not recognized as one and follows that intake door's usual classification and review, and a CSV or Excel file is treated as books to import.

| In the menu, the arrow keys move between items. The right arrow or Enter opens **Add files**, the left arrow closes it, and Escape closes the menu.

## Worked example: an Amazon order CSV

1. Download the order history from Amazon as CSV.
2. Click **+**, then **Add files**, then **Document to analyze**, and pick that file.
3. Copilot matches each row's date and amount to the **AMZN** lines already in your bank feed (dates may sit a few days apart because of settlement).
4. It then queues category changes so "AMZN Mktp" can become the real items. **Approve** each card. Until you do, the bank lines stay as they are. See "Approve, undo, or ask Copilot for a change".