Subel basics

What you can do with Subel

• Read PDF and image documents with AI and turn them into tables.
• Compare the values read with the original file, fix them, and confirm.
• Download confirmed tables as Excel or CSV.
• For documents of the same layout that arrive every month, read the same items with a reading rule.
• Invite members and use Subel together as an organization.

Sign up

1. Open https://app.subel.ai/start and press “Start for free”.
2. Follow the on-screen instructions and sign up with an email address (with a password or a passkey), Google, or Microsoft. If you are asked to confirm your email address, enter the code from the email you receive, or press “Send confirmation email”, open the link in the email you receive, and then press “I’ve confirmed”.
3. On the “Agree to the terms” screen, enter your company or business name in “Organization name (optional)”. You can start with it empty, and you can change the organization name later.
4. Check “I agree to the Terms of Service and the Privacy Policy” and press “Agree and start”.

• A newly registered organization can try Standard for 14 days (Trial).
• If you already have an account, press “Already have an account? Sign in”.
• If you can join an organization at your company, “Organizations you can join” appears on the agreement screen (see Join your company’s organization below).

Your first steps

1. Start reading: Press “New reading”, choose PDFs or images, and start reading.
2. Fix and confirm on the review screen: When reading finishes, the review screen opens. Compare the flagged values with the original file, fix them, and press “Confirm”.
3. View reading results: Open the confirmed sheet and download it as Excel or CSV from the download button.

Join your company’s organization

If someone at your company already uses Subel and an administrator of that organization has allowed people with the same domain (the part of the email address after @) to join, “Organizations you can join” appears on the “Agree to the terms” screen during sign-up. It does not appear for email addresses anyone can create, such as Gmail.

1. Check “I agree to the Terms of Service and the Privacy Policy”.
2. Press “Join” next to the organization you want to join. A confirmation code is sent to the email address you signed up with.
3. Enter the code from the email in “Confirmation code” and press “Join”. If the email doesn’t arrive or the code can no longer be used, press “Resend code”.
4. Follow the on-screen instructions and sign in again. If you signed up with an email address and password, set your password (passkey) again. If you signed up with Google or Microsoft, sign in again with the same account.
5. On the “Joining (organization name)” screen, check “I agree to the Terms of Service and the Privacy Policy” again and press “Join”.

• People who join get the Editor role.
• You can’t join if the organization has reached its member limit. Contact the organization’s administrator.
• To create your own organization instead of joining, press “Agree and start” under “Create a new organization”.

When you need help

• If something does not work, see Troubleshooting for how to fix each problem.
• If you are not sure what to do, see the FAQ.
• You can also see help inside the app.
  • Press the ? button at the bottom of the left menu to open the help menu.
    • Type a question in the box at the top and press Enter. The middle of the screen shows the related help and an answer based on it. Press a help topic to read it.
    • Press “Open Help Center” to open this Help Center in a new tab.
    • Press “Open help for this screen” to open the page that explains the screen you are on, in a new tab.
    • Press “Email support@subel.ai” to open a new email to support.
    • Press “Open contact form” to open the contact form in a new tab.
    • When “What’s new” is shown, press a date to open, in a new tab, the features added to Subel and the fixes made on that day. Press “View all” to open all of them.
  • On the review screen, press the ? button in the top bar to open the page that explains the review screen, in a new tab.
• If that does not solve it, email support@subel.ai or use the contact form.