Skip to main content

Your first dive: Test of Details

This 15-20 minute walkthrough will get you running your first Test of Details from start to finish.

Video tutorials​

Before you start

Make sure you have a project with documents in your Workspace. If you haven't set this up yet, see Set up your first project.

Step 1: Prepare your documents​

Make sure your Workspace contains the documents you'll be testing against (invoices, contracts, etc.). If you synced from SharePoint, verify the files have finished processing.

Step 2: Upload your test sample​

Prepare an Excel file containing the transactions you want to test. This is your test sample — the list of items Moby will verify against supporting documents.

Step 3: Create and run the TOD​

  1. Go to Tests of Details in the sidebar
  2. Click New Test
  3. Select your test sample and supporting documents
  4. Configure the matching criteria
  5. Click Run and wait 10-15 minutes for Moby to process

Step 4: Review and finalize​

Once Moby completes the analysis, you'll review the results, validate what’s correct, resolve anything flagged for review, and export.

Use the full review workflow here: Run a Test of Details → Reviewing AI Results.

Quick checklist:

  • Confirm matches — unmatch/rematch if needed (see Matching Documents)
  • Verify values with grounding — click any value to see its source in the PDF
  • Validate — mark cells or rows validated once confirmed
  • Handle exceptions — correct values or document your conclusion

Step 5: Export to Excel​

Once your review is complete, click Export to generate your audit-ready Excel file.

For a more integrated experience, use the Moby Excel Add-in — it brings your results and grounding directly into Excel, letting you view source documents side-by-side with your data.

Learn more: Excel Add-in

Troubleshooting​

If your test didn't go as planned:

  • No matches found? Check that your test sample has clear headers and at least one matching field (Invoice Number, Amount).
  • Wrong documents matched? Review your matching instructions.
  • Extraction looks wrong? You can edit the model to improve field descriptions.

For common issues, see Troubleshooting.