Document Types

Each supported document type has a target extraction profile. The AI should classify the document first, then run the extraction logic for that class.

Rental contracts

Extracted field	Target entity
Landlord names, fiscal codes, contacts	parties, contract_parties
Tenant names, fiscal codes, contacts	parties, contract_parties
Guarantors and agencies	parties, contract_parties
Property address and cadastral data	properties
Contract type, dates, duration, renewal	contracts
Rent amount, frequency, due day	contracts, rent_installments
Deposit amount	contracts
Tax regime and cedolare secca flag	contracts, property_tax_profiles
Collection IBAN	bank_accounts, property_bank_accounts

Utility contracts

Applies to energy, gas, water, internet, and phone contracts.

Extracted field	Target entity
Provider name, VAT number, contacts	parties, service_provider_profiles
Property or unit address	properties, property_units
Service type	property_services
Contract code, customer code	property_services
POD, PDR, meter code	property_services
Start date, billing frequency	property_services
Expected recurring amount	property_services, expected_expenses

Utility bills

Extracted field	Target entity
Provider and customer code	parties, property_services
Bill number and issue date	utility_bills
Due date and total amount	utility_bills, expected_expenses
Billing period	utility_bills
Consumption values	utility_consumptions
Bill PDF metadata	documents

Bank transactions fallback

This is used when open-banking import is unavailable and the user uploads CSV, PDF, or screenshots.

Extracted field	Target entity
Account IBAN and bank name	bank_accounts
Transaction date and value date	bank_transactions
Amount, currency, credit/debit	bank_transactions
Description and counterparty	bank_transactions
Suggested property and category	bank_transaction_splits, transaction_categories

Invoices

Extracted field	Target entity
Supplier name, VAT number	parties
Property or unit reference	properties, property_units
Invoice number and date	expenses, documents
Amount, VAT, currency	expenses
Category suggestion	transaction_categories
Payment due date	expected_expenses

Tax documents

Examples include F24 forms and tax payment notices.

Extracted field	Target entity
Tax authority or payee	parties, service_provider_profiles
Tax type	transaction_categories
Property reference	properties
Period and due date	expected_expenses
Amount and payment status	expected_expenses, bank_transaction_splits
Document metadata	documents

Condominium yearly payment schedules

Extracted field	Target entity
Condominium administrator	parties, service_provider_profiles
Property reference	properties
Installment due dates	expected_expenses
Installment amounts	expected_expenses
Category	transaction_categories

Insurance contracts

Extracted field	Target entity
Insurance company	parties, service_provider_profiles
Policy number	property_services or expenses
Covered property	properties
Start and end dates	property_services
Premium amount and due dates	expected_expenses
Contract PDF	documents

Property ownership documents

Examples include cadastral documents and notary deeds.

Extracted field	Target entity
Owner and co-owner identities	parties, property_parties
Ownership percentages	property_parties
Address and cadastral identifiers	properties
Purchase date and price	properties
Cadastral income and category	properties, property_tax_profiles
Document metadata	documents