What security measures are in place to protect our confidential financial data?

We consider data security to be a foundational component of our service. Our systems are built on modern, secure infrastructure to protect your data's integrity and confidentiality at all times. Here is a summary of our key security measures: Encryption in Transit & At Rest: Your connection to our service is always encrypted using HTTPS/TLS. We use Cloudflare to manage our network traffic, ensuring a secure and encrypted channel between your browser and our servers. Your uploaded documents, stored on Cloudflare R2, are automatically encrypted at rest using AES-256. Secure & Compliant Infrastructure: Our platform is hosted on Render and Cloudflare, which are both SOC 2 Type II certified and adhere to the highest industry standards for security and compliance (including ISO 27001 for Cloudflare). This means our application is built upon a foundation designed for robust security. Strict Access Control: Access to production systems and any stored data is restricted solely to the founder. This eliminates the risk of unauthorized internal access and ensures the highest level of accountability. We operate on a strict principle of zero-trust and least-privilege. Rapid Data Deletion: To minimize data exposure, your uploaded documents are automatically and permanently deleted from our systems just 24 hours after processing. This is a much shorter retention period than typical industry standards. You also have the option to manually delete your files and results at any time from your dashboard. Application Security: We conduct regular internal reviews of our codebase dependencies and service providers to ensure our application remains secure.

What is your data privacy policy? Is our data ever used for AI model training?

No. Neither we nor our AI service providers use your data to train AI models. Our commitment is to process your data exclusively for the service you request. Our business model is providing software, not monetizing data. Here are the core principles of our privacy policy: Purpose-Specific Processing: You retain full ownership of your data. We process your documents for the sole purpose of extracting the data you need. This involves securely sending the document content to our AI service providers who then processes it and return the extracted data to us. Strict Data Retention Limits: Your uploaded documents are permanently deleted from our systems 24 hours after processing. The resulting spreadsheets are stored securely for your access and can be permanently deleted by you at any time from your dashboard. Minimal Data Sharing: We do not sell, trade, or rent your data. We only share information with essential, vetted service providers—like OpenAI for AI processing and Paddle for payment—who are required to deliver our service. Compliance and Security: Our practices are designed to comply with major regulations like GDPR, and data is processed on secure servers in the United States protected by Cloudflare. You can request a Data Processing Agreement (DPA) for your compliance records.

How are potential extraction errors identified and corrected?

While our AI is purpose-built for financial documents and achieves extremely high accuracy, we provide simple tools for verification. Any files or pages that failed processing are clearly flagged to you in your dashboard. Furthermore, every row of extracted data in the spreadsheet includes a reference to the source file and page number it came from. This enables you to instantly cross-reference any value with the original document for spot-checking or verification, a process that is significantly faster than full manual data entry or correcting the frequent structural errors found in traditional OCR outputs. You can also tell the AI to set cells to a certain value if data isn't present. This allows you to quickly search (Ctrl+F) the document for any missing values.

How does this solution differ from traditional OCR software or a general-purpose AI model?

The key difference is that our solution is a purpose-built AI system, not a generic tool. Traditional OCR (Optical Character Recognition) simply converts images of text into machine-readable text data. It does not understand context, leading to frequent errors in identifying and structuring financial information (e.g., confusing a due date with an invoice date). General-Purpose AI tools (like ChatGPT) can understand language but lack any kind of specialized processing capabilities and completley fail for batches of more than a few documents or pages. Our Solution is an AI system specifically built for data extraction from large batches of financial documents. Each of your documents are processed by multiple specialized AI models each playing separate roles in validating accuracy and maintaining extraction consistency. Our specialized focus allows us to deliver consistently high accuracy out-of-the-box, handling varied financial document types with minimal user input.

What is the setup and learning curve like? How quickly can our team be operational?

There is virtually no setup or learning curve. Your team can be operational and process its first batch of documents within minutes of signing up. The entire process is designed for immediate use: Upload your documents (PDFs or images). Using 'Prompt the AI' mode you can optionally provide guidance to the AI about what data you need or why you need the data using plain language (e.g., "I need this for a quarterly tax return. Extract invoice number, date, and total amount"). Our AI analyzes your documents and any guidance, to determine the key data to extract. Download the structured Excel spreadsheet. Because the system operates on natural language instructions, there is no need for complex configurations, or technical training to get started.

What types of documents and formats does the platform support, including complex or low-quality files?

The platform is purpose-built to extract data from a wide range of financial documents. Our system is designed for high accuracy, even with complex and varied inputs. Supported Document Types: Invoices (including detailed line-item extraction) Bank Statements Payroll & Payslip Documents Receipts and Expense Claims Documents for specific tax compliance (e.g., VAT, GST) File & Format Handling: File Formats: We process PDF (.pdf) (both regular and scanned) and image (.jpg, .png) files. Complex Documents: The software effectively handles multi-page PDFs (up to 5000 pages long), PDFs containing multiple invoices, and batches of up to 6000 mixed-format documents. Varied Layouts & Languages: Our AI understands non-standard layouts from diverse global suppliers and processes documents in all major languages, producing a single standardized output. Low-Quality & Scanned Files: The system uses cutting-edge computer vision which outperforms many other solutions for accurately interpreting data from lower-quality scans and mobile phone captures. It can also recognize and prioritize handwritten corrections or notes over the original typed text if you request this in your instrcutions.

How much control do we have over the final structured output?

You have precise control over the structure and format of your final Excel spreadsheet. The platform offers two modes: Prompt the AI: You can tell the AI the extraction task you want it to perform. You can be as specific or as general as you like. Based on your intructions you can control the extent to which the AI extracts only certain data points, with certain column headers and a specific spreadsheet structure, or whether you want it to make it's own determination on what data to extract. Define Columns: Instead of a single prompt, you can define the data to extract on a column-by-column basis. This allows you to provide a more structured input to the AI with fixed column headers and specific instructions for each data point. By telling the AI exactly what you need, you can ensure an identically structured output, suitable for direct import into accounting systems or for consistent client reporting.

Is the platform suitable for high-volume, enterprise-level processing beyond the stated batch limits?

Yes. The platform is engineered for enterprise-scale processing, focused on reliability and efficiency when handling large datasets. While our standard interface is optimized for batches of up to 6000 documents, we can accommodate significantly larger volumes and more frequent processing needs. We invite enterprise clients to contact us directly to discuss custom processing workflows, higher volume requirements, or larger individual file limits.

Which languages and country-specific financial document formats are supported?

Our platform is engineered for global use and supports a vast array of languages and document formats. The AI can accurately process documents in both Latin and non-Latin alphabets. This includes, but is not limited to: Cyrillic (e.g., Russian, Ukrainian, Bulgarian, Serbian) Arabic and Hebrew (including right-to-left text) East Asian scripts (e.g., Chinese, Japanese, Korean) Devanagari (e.g., Hindi) Greek Thai And many others. The AI is trained on a diverse global dataset of financial documents, allowing it to understand numerous country-specific tax systems (VAT, GST, etc.) and invoice layouts. For any highly specialized or less common document formats, we still recommend processing a small sample batch as a best practice to ensure the extracted data aligns perfectly with your requirements.

What level of customer support is available if we encounter issues or have specific requirements?

We provide professional, timely support to ensure our software operates effectively for your business. Should you encounter any issues or have specific requirements, you can contact customer support directly through our website. Our goal is to provide reliable software that "just works." However, if issues do arise, we are committed to resolving them efficiently to minimize any disruption to your workflow. For users with unique or high-volume processing needs, we are available to discuss potential accommodations.

Can multiple team members share an account? Do you charge per seat?

No, we do not charge per seat. Team accounts are completely free with unlimited members. You can create a team from your dashboard and invite colleagues by email. All team members share a single credit pool - when anyone on the team processes documents, it draws from the shared balance. This model is designed for how finance teams actually work: you purchase credits once, and your entire team can use them without worrying about per-user licensing fees or seat limits. There are no admin surcharges, no minimum seat requirements, and no hidden costs. Teams also receive the same 50 free credits per month that individual accounts receive.

Is there a public API available for programmatic integration into our own internal systems?

Yes, a RESTful API is currently in development and is targeted for release in February 2026. The API will provide full programmatic access to our extraction capabilities, allowing you to integrate document processing directly into your existing workflows, automation systems, and applications. The API will use the same credit-based pricing model as our web platform — no separate subscription fees. For more details on planned capabilities, or to discuss your integration requirements, please visit our API page at /developers or contact us directly.

Invoice Data Extraction

Simply prompt our AI to extract data from your invoices to Excel.

Automate everything from standard PDFs to mixed, messy batches — no templates.

Exceptional Accuracy

Line Items & Tables

Any Layout or Language

No Subscription

Trusted by accounting and AP teams processing 1M+ invoices

Drop your invoices below to start

50 pages free every month•No subscription•No credit card

Click to upload or drag and drop files here

PDF, JPG, PNG & scanned documents

Files encrypted & deleted ≤ 24 hours

Never used to train AI models

Built for High-Volume Bulk Processing

Up to 5000 pages

per single PDF file

Up to 6000 files

per single batch

1-8 seconds

average per page

Parallel Processing

run multiple tasks at once

Team accounts—unlimited seats, no per-user fees

Extract data from invoices using only natural language prompts

Save your prompts to your library for consistent results every time.

Live Demo

Simply tell the AI what to extract

Use natural language - no complex rules or rigid templates needed

Use any language

Extraction Capabilities for Accounting & AP

Our PDF invoice data extraction software converts invoices to Excel — built for accounting, bookkeeping, and Accounts Payable (AP).

Invoices

Invoices & Credit Notes

Invoice Packets

Invoice, PO & delivery notes

Line items

Individual products/services

Tax data

VAT, GST & Sales Tax

Financial Statements

Bank & Card statements

Utility Bills

Electric, Gas, Telecom

Payroll

Employee payment data

Inventory

Stock & product lists

Receipts

Expense confirmations

What you get: Clean, structured spreadsheets

Columns shown below are illustrative — actual columns are created per task based on your instructions or fields determined by AI.

extracted_invoices.xlsx

Invoice #	Date	Vendor	Amount	Tax	Total	Source File
INV-2025-001	03/15/2025	Acme Corp	$1,250.00	$125.00	$1,375.00	invoice_batch_01.pdf
INV-2025-002	03/16/2025	Tech Solutions	$3,500.00	$350.00	$3,850.00	[Page 1] march_invoices.pdf
INV-2025-003	03/16/2025	Office Direct	$890.00	$89.00	$979.00	[Page 2] march_invoices.pdf
INV-2025-004	03/17/2025	Global Logistics	€2,100.00	€441.00	€2,541.00	EU_invoice_452.pdf
INV-2025-005	03/18/2025	Marketing Plus	$5,000.00	$500.00	$5,500.00	[Pages 1, 2, 3] vendor_docs.pdf
INV-2025-006	03/19/2025	Cloud Services	$750.00	$75.00	$825.00	[Page 4] vendor_docs.pdf
INV-2025-007	03/20/2025	Facilities Mgmt	$1,200.00	$120.00	$1,320.00	facilities_inv.png
INV-2025-008	03/21/2025	Regional Transport	$2,420.00	$242.00	$2,662.00	regional_transport_0321.pdf
INV-2025-009	03/22/2025	Northstar Labs	$6,780.00	$678.00	$7,458.00	northstar_invoice_0322.pdf
INV-2025-010	03/23/2025	Precision Tools	$1,980.00	$198.00	$2,178.00	precision_tools_0323.pdf
INV-2025-011	03/24/2025	Delta Office	$420.00	$42.00	$462.00	[Page 1] archive_april.pdf

Download as .xlsx

Trusted by Finance Teams Worldwide

1M+

Invoices processed across industries worldwide

50,000

Hours savedfor businesses like yours

85%

Error reduction vs manual/OCR

80%

Average Cost reduction in invoice processing

Enterprise-Grade Security & Compliance

Built for finance teams of any size. DPA includes CCPA + GDPR/UK GDPR terms.

No AI Training

We use AI for inference only to extract your fields. We do not permit model training on your content and disable/minimize provider retention where configurable.

Short Retention Windows

Source files and pipeline logs auto-delete ≤24 hours. Generated spreadsheets are kept 90 days for convenience. You can delete any task and its data at any time.

US‑Based Hosting

Primary application hosting, databases, and file storage are in the United States. Some AI inference may run on providers’ global infrastructure with no-training and restricted retention controls.

Secure by Design

Encryption in transit (TLS 1.2+) and at rest (AES-256-equivalent). Row-Level Security (RLS) enforces strict per-account data isolation.

No Ads. No Resale.

We don’t sell personal information and don’t share it for cross-context behavioral advertising.

Our framework is transparent. For business users, our Data Processing Addendum (DPA) applies automatically; a countersigned copy is available on request.

48-hour incident notification commitment•Live Subprocessors with 15-day advance change notice•US state privacy & GDPR/UK GDPR rights supported

Audit-ready documentation:

Security Overview How We Use AI Current Subprocessors Data Processing Addendum (DPA)

Automate Your Workflow: Extract Invoice Data to Structured Excel

How It Works

1
Submit Documents
Upload large batches of mixed documents or multi-page PDFs.
2
Add Prompt
Select a saved prompt from your Prompt Library or create a new one.
3
Receive Ready‑to‑Use Data
Download a clean .xlsx with standardized columns and types.

Example prompt and output

I'm processing invoices for payment. Extract Date, Vendor, Net Amount, Tax, Total. One row per invoice

Output

Date	Vendor	Net Amount	Tax	Total	Source File
2025-12-15	Acme Corp	$1,250.00	$125.00	$1,375.00	invoice_batch_01.pdf
2025-12-16	Global Supplies	$3,500.00	$350.00	$3,850.00	[Page 1] march_invoices.pdf
2025-12-17	Tech Solutions	$890.00	$89.00	$979.00	[Page 2] march_invoices.pdf
2025-12-18	Office Direct	$2,100.00	$210.00	$2,310.00	EU_invoice_452.pdf
2025-12-19	Regional Transport	$2,420.00	$242.00	$2,662.00	regional_transport_0321.pdf

Spreadsheet is immediately usable for formulas, pivot tables, and uploads to accounting/ERP systems.

Native Excel Types

Values are correctly formatted in Excel (numbers as numbers, dates as dates) based on AI analysis or your instructions.

Consistent Formatting

Our AI applies consistent formatting for currencies, dates, and other fields automatically or based on your instructions.

Easy Verification

Every row includes a 'Source File' column showing the originating file and page number. If the AI made any assumptions — such as choosing between two possible 'Total' fields — it flags them after extraction and suggests how to make your prompt more explicit.

Start simple. Add precision when you need it.

Write a one-liner and let the AI handle the rest — or define exact fields, formats, and business rules for repeatable, auditable workflows.

Let AI write your prompt

Not sure where to start? Upload your files, describe your goal, and let the AI analyze your documents and generate a tailored prompt. Adjust it if needed, then run.

Simple prompts

List the fields you need; the AI selects the right formats and handles document structure.

Detailed prompts

Define defaults, conditional logic, page filtering, and column formatting for complete control.

See the full Extraction Guide

What You Can Extract

From standard invoices to purchase orders, tax filings, and high-volume payroll — extract structured data from the financial documents your team processes every day.

Invoice Data Extraction

Extract key invoice-level data with one spreadsheet row per invoice:

Invoice numbers & dates

Vendor details & addresses

Total amounts & tax breakdowns

Payment terms & due dates

Include line item data

...or any custom data points you need

Invoice Line Extraction

Extract individual line items with one spreadsheet row per item:

Product codes & SKUs

Item descriptions

Quantities & unit prices

Line-level tax details

Include invoice level data

...or any custom data points you need

Image & Scan Support

Extract data from images (JPG, PNG) with the same accuracy as PDFs. Perfect for mobile captures and scans.

Scanned documents

Mobile photo captures

Mixed PDF & image batches

Additional Extraction Types

Tax Extraction

VAT, GST, and sales tax data for compliance and filing

Purchase Order Data

Extract PO numbers, quantities, and amounts from invoices and purchase orders for reconciliation

High-Volume Documents

Extract thousands of rows from lengthy invoices, inventory reports, payroll files, or product lists — accurately and at speed

Payroll Data Extraction

Employee payment data from payslips and payroll reports

And many more

Our AI handles a wide range of financial and operational documents beyond those listed above, including bank statements, expense claims, utility bills, receipts, vendor statements and more.

Try it on my invoices now

50 pages free monthly • No credit card required

Built for Production Workflows

From ad-hoc tasks to month-end close — your prompts and output stay consistent at any scale.

Prompt Library

Save prompts and apply them to future batches with one click

Build a library by workflow, client, or document type — so your team produces identical output structures every time.

Mixed Batches

Upload documents exactly as you receive them

Mixed formats, languages, and layouts in the same job. The AI identifies document types within multi-invoice PDFs, handles invoices and credit notes together, and automatically filters out email cover pages, remittance advice, and other non-invoice pages.

Import-Ready Output

Output structured to match your existing systems

Correctly typed Excel columns, consistent date and currency formatting, and a fixed column layout that stays identical across every batch — ready for your ERP, accounting software, or analysis workflows.

Want more detail on prompt controls, formatting options, and extraction recipes? Read the Extraction Guide

Start my first extraction task

50 pages free monthly • No credit card required

For Every Finance Role

Our platform is built for one function: converting financial documents into structured spreadsheet data with high accuracy and reliability. It is simple enough for immediate tasks and powerful enough for enterprise-scale processing.

For Accounts Payable Departments

For processing large volumes of invoices and reducing the time spent on manual data entry.

High-Volume Batch Processing

Process up to 6000 documents in a single, mixed-format job.

Standardized Output

Convert diverse supplier documents (scans, PDFs) into a single, uniform format.

Faster Turnaround

Reduce manual processing time for month-end closing and payment cycles.

Improved Accuracy

Minimize data entry errors and the need for subsequent manual reconciliation.

For Accountants & Bookkeepers

For creating accurate, structured data for client bookkeeping and compliance reporting.

Structured Data for Compliance

Produce clean, structured Excel data suitable for accounting software and reporting.

Detailed Line-Item Extraction

Capture individual product codes, quantities, unit prices, and other line-level details.

Consistent Client Reporting

Save and reuse extraction templates to produce identically structured outputs for every client batch.

Tax-Specific Fields

Extract data required for global tax regimes, including VAT and GST breakdowns.

For Financial Controllers & CFOs

For reducing data processing costs and providing accurate data to support financial analysis.

Lower Processing Costs

Reduce document processing expenses by automating manual data entry or replacing more costly software.

More Reliable Data

Base analysis on data free from the inconsistencies of manual entry or traditonal OCR.

Better Resource Allocation

Free up staff from data entry for higher-value work like financial analysis and forecasting.

Handles Increased Volume

The platform is built to manage growing data processing needs efficiently.

For Business Owners & Operators

A straightforward tool for managing financial documents without needing complex software or extensive setup.

Simple to Use

Upload documents and our AI automatically extracts the key data; you can optionally provide guidance in plain language.

Fast Processing

Convert invoices, receipts, or statements into organized spreadsheets in minutes.

Reduced Admin Time

Spend less time on manual data entry and more on core business operations.

Accurate Financial Records

Build your financial reports from consistently and accurately extracted data.

Built for Teams

Create a team and let multiple colleagues share a single credit pool. Unlimited seats, no per-user fees.

For Everyone

What every team member gets access to.

Shared Credit Pool

All team members draw from a single balance — both free and purchased credits.

Unlimited Seats

Add as many team members as you need. No per-user fees, ever.

Individual workspaces

Each member has their own account, history, and saved prompts by default.

Simultaneous Access

Multiple team members can work concurrently with no conflicts.

For Admins

Full visibility and control over your team.

Usage Visibility

Admins see all team activity — who ran what extractions and when.

Full Task Access

View, download, and manage extraction results for any team member.

Purchase History

Track all credit purchases across the team in one place.

Member Management

Invite members by email, assign admin roles, and manage the team.

50 free credits per month — Teams receive the same monthly free allocation as individual accounts. Any member can purchase additional credits.

Start free, purchase if you need more

Get 50 pages free every month. Purchase additional credits only when you need them.

50pages per month

200

500

1,000

2,500

10,000

25,000

50,000

100,000

Free Tier

$0/month

50 pages every month

No credit card required

No subscription or hidden fees

Full customer support

Purchase more credits any time

Start Free

Or create an account to purchase credits.

View Full Pricing Details

No credit card required. Purchase credits only if you need more pages.

Free usage of 50 pages every month with no expiration.

Frequently Asked Questions

Quick answers to help you get started with confidence

For detailed information on our pay-as-you-go model, please see our Pricing Page, which includes its own FAQ section.

Common Questions About Our Service

12 topics covered

Have more questions? Contact support for immediate assistance.

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Perspectives on financial data automation and processing efficiency

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Technical Specifications

A detailed specification of the platform's architecture, capabilities, and security protocols, designed for automated data extraction from invoices and other financial documents.

Core Engine: AI Invoice Data Extraction Software

Our platform is a purpose-built system, not a generic extraction tool. It is engineered with a multi-model AI architecture to perform automatic invoice data extraction with high precision, overcoming the shortcomings of other technologies.

Proprietary AI System

We utilize multiple specialized AI models working in concert to process your documents. Our method of invoice data extraction using AI ensures accuracy and reliability not found in standard, single-model platforms

Superior to OCR

Traditional OCR technology simply converts images to text and cannot reliably differentiate between related data fields (e.g., invoice date vs. due date), leading to high error rates. Our system intelligently interprets data in context.

Focused Application

General-purpose AI models are not optimized for the consistent, high-volume batch processing required in a professional finance environment. Our invoice extraction software is built exclusively for this purpose.

Document & Format Handling

As a dedicated invoice extraction tool, the platform is built to process diverse document types, formats, and structures within a single, unified workflow.

Supported Formats

The system is optimized to extract invoice data from PDFs (both native and scanned) and to extract invoice data from images (JPG, PNG).

High Page-Count & Composite Files

Processes single PDF documents up to 5000 pages in length. The system handles files containing multiple, distinct invoices concatenated together or extensive pages of transactional data with no loss of accuracy.

Batch Processing Capacity

Natively processes large, mixed-format batches of up to 6000 documents. This includes multi-page PDFs and single PDF files containing multiple distinct invoices.

Data Extraction Scope & Granularity

The system is engineered for comprehensive and flexible data extraction from invoices and related document types, capturing information at various levels of detail.

Invoice-Level Data

Full extraction of all header and footer information, including invoice numbers, vendor details, purchase order numbers, totals, and tax summaries.

Invoice Line Item Extraction

A core function is the capability to extract line items from invoices, accurately capturing individual product codes (SKUs), descriptions, quantities, unit prices, and line-level tax amounts.

Expanded Document Types

The platform is designed for the data extraction from financial documents beyond standard invoices. This includes bank statements, payroll reports, expense claims, and receipts.

Output Specification & Integration

The final output is ready for download immediately on completion of the extraction task and can be used for seamless integration with existing financial workflows.

File Format

All data is delivered as a structured Microsoft Excel file (.xlsx). The primary function is to extract invoice data from PDF to Excel in a clean, analysis-ready structure.

Structural Integrity

Users can define fixed columns for an extraction task and save them as reusable templates. This enforces a consistent column layout for all jobs, which is critical to automate invoice data entry into accounting software or ERP systems.

Instruction-Based Formatting

Users can provide field-level instructions in natural language to enforce specific output formats, such as date standardization (e.g., YYYY-MM-DD) or required numerical precision (e.g., to 2 decimal places).

System Performance & Reliability

Key performance metrics are centered on speed, accuracy, and efficiency to support professional accounting and administrative workflows.

Processing Speed

1-8 seconds per page, with performance optimized for large batch jobs to automate invoice data extraction at scale. Speed is generally 2 seconds per page or lower once batches are over 500 documents.

Extraction Accuracy

The platform achieves near 100% accuracy for most standard financial document types, reducing the errors and costs associated with manual entry or alternative extraction tools by 85%+.

Security Architecture & Protocol

Data security is a foundational component of the service, architected to ensure the integrity and confidentiality of client financial documents.

Encryption

All data is secured with HTTPS/TLS in transit and encrypted with AES-256 at rest.

Certified Infrastructure

The platform is built on SOC 2 Type II and ISO 27001 certified infrastructure provided by Cloudflare and Render.

Data Handling

Source documents are automatically and permanently deleted from platform systems 24 hours after processing is complete. Client data is never used for AI model training.

API Access

Integrate our extraction capabilities directly into your systems — coming February 2026

Learn more