Answer in 30 seconds
Connect Dynamite Docs to Ollama on your Windows PC. Extract fields and tables from PDFs, scans, invoices, and receipts, then review and export the results in your web workspace.
The Windows companion connects your Dynamite Docs workspace to a local Ollama model. Install Ollama and a suitable model separately, then connect through AI Settings. A Dynamite Docs account and an eligible plan are required for local processing.
Work with invoices, receipts, statements, and other documents in one review workflow. Compare extracted values with the original pages, correct fields and line items, and send the checked results to a spreadsheet or connected tool.
The companion connects to Ollama running on your PC through a loopback connection. Hosted AI and your own cloud provider keys are also available through the web workspace when you prefer a cloud model.
Documents to prepare
PDFs and scanned pages
Extract named fields and tables from your documents. Choose an image-capable model for scans, and check page boundaries when a table continues across several pages.
Invoices and receipts
Capture suppliers, dates, tax, totals, and line items. Review amounts against the source before adding them to an expense workbook or accounting workflow.
Statements and other tables
Turn transaction details and document tables into editable rows. Check column alignment, missing entries, and repeated headers before exporting.
From a document to a reviewed export
Choose the fields you need, then compare the extracted result with the source. These examples show what to review for common document types.
- Document
- Invoice
- Fields and rows
- Supplier, invoice number, date, tax, line items
- Review before export
- Quantities, totals, and currency
| Document | Fields and rows | Review before export |
|---|---|---|
| Invoice | Supplier, invoice number, date, tax, line items | Quantities, totals, and currency |
| Receipt | Merchant, purchase date, tax, total | Glare, cropped edges, and duplicate expenses |
| Bank statement | Transaction dates, descriptions, amounts | Debit and credit columns, missing rows |
Review against the source
- Document
- Invoice
- Fields and rows
- Supplier, invoice number, date, tax, line items
- Review before export
- Quantities, totals, and currency
- Choose a model that supports your input. Scans and receipt photos need image support.
- Compare dates, identifiers, amounts, and currency with the original pages.
- Check that every line item is present and that repeated page headers have not become data rows.
- Resolve uncertain fields in the review editor before exporting or delivering the result.
Prepare a reviewed handoff
- 01Install the Windows companion
- 02Connect Ollama
- 03Import, review, and export
Install the Windows companion
Get DynamiteDocs by SevenOneLabs from Microsoft Store and launch it on your PC. Open the Dynamite Docs web workspace to sign in and work with your documents.
Connect Ollama
Install Ollama and download a suitable model separately. With Ollama and the companion running, open AI Settings in your workspace and connect the local model on an eligible plan.
Import, review, and export
Upload a supported document, choose local extraction, and compare the result beside the source. Correct the fields and rows, then export to Excel, CSV, or JSON, or send them to a connected tool.
Use the accepted output
Download reviewed tables as Excel, CSV, or JSON. You can also send results to Google Sheets, Google Drive, or connected workflows where your plan supports them. Keep the original documents so each exported value can be checked later.
Processing choices and allowances
Choose hosted AI, your own provider keys, or local Ollama on an eligible plan. Each successfully processed hosted page uses one PE. Free and Hobby BYOK use the same PE allowance; Pro and Ultra BYOK cost zero PE, with provider charges and limits still applying. Failed pages cost zero PE.
Check current plans, page limits, and capabilities and review storage and data-residency policies before processing sensitive records. Local model inference is a separate choice from browser-local file storage.
Workflow boundaries
- Ollama and model downloads are separate from the companion. Model size, memory requirements, and image support depend on the model you choose.
- Local inference runs through Ollama on your PC. The web workspace, sign-in, account services, and connected integrations require internet access.
- Installing the companion does not include a paid subscription. Check plan capabilities and review extracted values before using them.
Get Dynamite Docs for Windows
The Windows companion connects your Dynamite Docs workspace to a local Ollama model. Install Ollama and a suitable model separately, then connect through AI Settings. A Dynamite Docs account and an eligible plan are required for local processing.
Questions about this workflow
Do I need Ollama to use the Windows companion?
Yes, the Store companion connects your workspace to Ollama on your PC. Install Ollama and a suitable model separately. You can use hosted AI in the web workspace without the companion.
Which formats can I export?
Review and correct extracted fields and tables, then download Excel, CSV, or JSON. Signup is required for downloads, and connected destinations depend on your plan.