Files and folders

Inspect a selected folder without turning it into a trading batch.

Choose a folder

Use Inspect local folder in the desktop. The browser’s picker scopes the files it can inspect. The tool inventories supported files and content within its current size limits.

Read the inventory

Review file types, document counts, and supported schemas. An inventory is not an imported receivables batch or a comparison result.

Add a batch when needed

Use the separate CSV intake workflow to preview mappings, validate records, and save a new local batch. The original copied batch remains available.

Keep analysis local

Folder inspection does not execute code, edit the selected files, or send the folder to the AI router. Downloading an inventory creates a separate local artifact.