Blast Audit can match worksheet rows against imported documents and write results into mapped output columns. In some places the UI may still say Copilot Audit or Document Matching.
Who this is for
Users reconciling ledgers, statements, invoices, or similar evidence
Teams moving from manual lookup work into repeatable matching
Before you begin
Import documents first and wait for OCR to finish
Know which columns are inputs and which should receive output
Headers help, but they are optional if your range is configured correctly
How to do it
In the add-in, click
Match.Click
Start new document matching, unless you are using a saved template.In
Select your sample data, select the Excel range you want to use.In
Select your documents, chooseAll documents,Choose specific documents, orUse document folders.In
Finalize your document match, map each result to anOutput Column.If needed, use
Advanced Options.Click
Run Matching.Review the output and any low-confidence or mismatch signals.
Expected result
Results land in the output columns you mapped
Input columns stay untouched
The result set is reviewable, not noisy
Avoid this
Running matching before OCR finishes
Forgetting to map an output column
Mapping output onto an input column
Using far too many unrelated documents
If it still doesn't work
Narrow the document scope to one folder or a few files
Turn off advanced options and retry the basic flow
If the run still fails, see Fix "No Matches" or Low Confidence or Fix Engine and Mapping Errors
Practice with sample files
Search for
Practice Matching with Sample Documentsin this collection.Use the attached PDFs and CSVs there to test this workflow before you use live client files.
Read next
Upload First Documents
Folder Strategy for Clean Matching
Choose the Right Matching Mode
Fix No Matches or Low Confidence
Fix Engine and Mapping Errors
Practice Matching with Sample Documents