Automation

Manual review is the default, but every step of the pipeline can run automatically once you trust a parser.

Delivery modes

Each destination on a parser has its own delivery mode:

Because the mode is per destination, you can mix strategies: for example, auto-send every completed document to a webhook for logging while keeping QuickBooks on manual approval.

There is no confidence-based auto-approval. Confidence scores are shown to guide your review, and delivery is controlled only by the modes above.

Duplicate detection

Parsedit hashes every incoming file. If a file with the same content hash already exists on the same parser, the upload is recognized as a duplicate:

• No new document is created.
• No pages are deducted from your quota.
• Destinations do not receive a second row.

This makes automated intake safe. An email forwarded twice or a Zapier retry cannot produce double entries in your spreadsheet or accounting system.

Automated intake

Combine automatic intake with an auto-send mode and documents flow end to end without touching the dashboard:

1. Documents arrive via email forwarding, inbound webhook, Google Drive, Zapier, or the API.
2. Extraction runs automatically, including OCR for scans.
3. With auto-send on completion, results land in your destination immediately. With manual or auto-send on approval, documents wait in the review queue.

To stay informed without watching the dashboard, connect Slack notifications for received documents, completed extractions, failures, and delivery results.