Spreadsheet Review

Docxster's Review Platform has handled PDFs and scanned documents since June. Now it handles spreadsheets too.


When you upload a spreadsheet to Review Platform, it opens as a clean, editable grid, filtered down to only the columns your workflow actually needs. Check a value, fix a cell, approve the sheet. Done. The data moves forward only after a human has signed off.


Unlike document review, where Docxster's AI extracts data from a scan and a human confirms it, spreadsheet data never passes through an AI model at all. The file is already structured. You review it directly.

How it works

Upload one or more spreadsheets and map them to a Document Type and Table. Each sheet opens as its own grid. Real-world spreadsheet headers are messy: "Qty" instead of "Quantity," "HS Code" instead of what your schema calls it, or a stray title row sitting above the actual header. Spreadsheet Review auto-detects the real header row and matches columns to your schema. If it gets one wrong, override it manually.


Edit what needs fixing. Approve or reject each sheet independently. One bad sheet doesn't hold up the rest of the batch. Hit submit, and only the approved sheets come out as the workflow's output, with your edits applied.


Once a session is approved or rejected, it stays on record as read-only. The audit trail doesn't disappear after someone acts on it.

A few limits to know: files over 1,500 rows or 50 columns, password-protected files, and unsupported formats are rejected before a review session is created, not mid-review.

Review path

How the data is handled

Document / PDF review

AI extracts the data, then a human confirms it

Spreadsheet review

Human reviews and edits directly, no AI model involved

Where this is useful

Freight and logistics operations

Carriers and freight forwarders deal with supplier-exported spreadsheets every week: rate sheets, load manifests, packing lists, each formatted differently. One file uses "Qty Shipped," another uses "Units." One has a blank row above the header, another has the carrier name as the first row. Spreadsheet Review maps the columns for you and opens each file as a clean grid, ready for a quick check before the data feeds your workflow.

Customs brokers

Customs documentation often arrives as Excel exports from client systems: HS codes, declared values, shipper details. Errors in these fields carry real consequences, including delays, re-filings, and penalties. Spreadsheet Review gives you a human-verified checkpoint before any of that data moves to your compliance workflow. And because no AI model is involved, sensitive client data stays exactly where it should.

Manufacturing and procurement

Supplier price lists and packing slips come in from dozens of vendors, each with their own export format. Procurement teams spend hours normalizing columns before the data can be used. Spreadsheet Review handles the column-matching automatically and gives the team a structured review step without building a new process from scratch.

Finance and AP teams

Expense reports, purchase requisitions, and vendor submissions often arrive as spreadsheets rather than invoices. Instead of manually copying values into your ERP, upload the file, review it in the grid, approve it, and let the workflow push clean data forward.

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