Basanti is available to owners and managers (anyone who can add items). You’ll
find it on the bulk-add screen — choose the Ask Basanti tab instead of the
spreadsheet tab.
What she can read
- Vendor invoices (photos or PDFs) → items, vendors, and the rates you paid.
- Rate cards / price lists → supplier catalog rates.
- Spreadsheets (CSV / XLSX) → items and rate cards, read deterministically.
- Recipe sheets → recipes with their ingredients.
How it works
Upload your documents
Add one or more files to a session — invoices, rate cards, a recipe list. A
plain master spreadsheet is read directly; photos and PDFs are read by AI.
Basanti extracts
She turns each document into draft records — items, vendors, supplier rates,
opening balances, and recipes.
Review
Everything lands in a review surface, grouped by type. Basanti flags which
records already exist in your masters (so a re-upload updates rather than
duplicates) and which are new. Where two documents disagree on a price, she
asks you to pick the rate to keep (latest invoice wins by default).
Good to know
It's review-first
Nothing is saved until you confirm. Skip anything you don’t want, and edit a
field before saving it.
Spreadsheets are free
A clean CSV / XLSX upload is read deterministically — no AI, no cost. Only
invoices and recipe photos use the AI allowance.
Monthly AI allowance
AI reading draws on your tenant’s monthly allowance. If it’s used up, Basanti
pauses the AI steps until it resets — spreadsheet import still works.
Pick up where you left off
Sessions are resumable — if an upload is interrupted, re-running continues
cleanly without double-writing.
AI reading needs the assistant to be enabled for your workspace. If it isn’t, the
Ask Basanti option is unavailable and you can still use the spreadsheet tab.