What is Review and Export?
Review and Export is the batch processing workflow in Harold. When you have a group of documents in a Box that are ready to check and export, you select them, click Review and Export, and Harold opens a consolidated table showing all the extracted data from every selected document in a single view.
This is where you catch mistakes before data leaves Harold, make bulk corrections, and export the final clean dataset.
How to use it
Inside any Box (Purchase Invoices, Sales Invoices, Receipts, or a custom Box), use the checkboxes to select the documents you want to process. Once you have a selection, the Review and Export button appears in the top bar.
Clicking it opens the review table. Each row is one document. Each column is one extracted field — Currency, Due Date, Subtotal, Tax Amount, Invoice Date, Total Amount, Supplier Name, and any custom fields your schema includes.
What you can do in the review table
Check confidence. Each row shows an overall confidence percentage for that document's extraction. Rows with lower confidence are worth reviewing more carefully.
Edit values inline. Click any cell to edit the extracted value directly. This is for corrections — if Harold extracted a supplier name with a typo, fix it here before export.
Add columns. If you want to include an additional field that Harold extracted but is not shown by default, use Add Column to bring it into the table.
Enable totals. Toggle batch totals to see sum columns at the bottom — useful for reconciling a batch of invoices against a statement.
Dismiss validation issues. Harold flags potential problems — missing required fields, unusual values, format mismatches. The validation banner shows a count. You can review each issue and dismiss them individually once resolved.
Export. Once satisfied, click Export. Harold exports the batch as a structured CSV or pushes it to your configured Zapier webhook, depending on your setup.
Validation issues
Harold runs a set of automatic checks on every document before export. Common validation issues include a required field that could not be extracted, a date field in an unexpected format, a total amount that does not match the sum of line items, and a supplier name that does not match any Key Field Match entry.
Validation issues are warnings, not blockers. You can export a document with unresolved validation issues if you are confident the data is correct.
Ease of use
Review and Export is the part of Harold most operators spend the most time in. The table layout is intentional — it mimics a spreadsheet, which is familiar, and allows fast left-to-right scanning of each row.
The main productivity tip is to process documents in batches rather than one at a time. Select a week's worth of invoices together, review the batch in a single session, export once. This is significantly faster than reviewing and exporting documents individually.
The aim
Review and Export exists because zero-touch automation is not always possible. There will always be low-confidence documents, unusual suppliers, and edge cases that need a human to check. Review and Export makes that human checkpoint as fast and low-friction as possible — then gets the clean, validated data out to wherever it needs to go.