Invoice Data Extraction
The AI-native automation platform for high-accuracy invoice extraction.
AI-powered extraction, instructed by you. Simply tell our AI what you need, or let it work automatically.
Click to upload or drag and drop files here
PDF, JPG, PNG files supported
Upload your files to begin extraction. Files don't leave your device until you create an account.
Files encrypted & permanently deleted ≤ 24 hours
Your data is never used to train AI models.
Up to 2000 pages
per single PDF file
Up to 6000 files
per single batch
1-8 seconds
per page
PDF, JPG & PNG
supported
Extract data from invoices using natural language prompts
Save your prompts to your library for consistent results every time.
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
All formats & layouts
Line items
Individual products/services
Tax data
All tax types & rates
VAT
European tax compliance
GST
Goods & services tax
Bank statements
Transaction details
Payroll
Employee payment data
Inventory
Stock & product lists
Receipts
Purchase 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.
| 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 |
Trusted by Finance Teams Worldwide
Enterprise-Grade Security & Compliance
Built for finance teams of any size. Clear, audit-friendly controls.
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:
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.
I'm processing invoices for payment. Extract Date, Vendor, Net Amount, Tax, Total. One row per invoice
| 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, if relevant, the page number, e.g. [Page 2] march_invoices.pdf
Control Your Extraction with Natural-Language Prompts
The level of detail in your prompt dictates the balance between AI-driven autonomy and precise, rules-based control. When your prompt leaves something unspecified, the system uses conservative, accounting-friendly judgment.
Let AI Write Your Prompt
Analyze & SuggestNot sure where to start?
Upload your documents and click Analyze files and suggest prompt. The AI will examine your documents and any context you provide to generate a tailored extraction prompt. You can then amend the prompt as needed before running the extraction.
Simple Prompts
The AI interprets your goal and documents to select relevant fields and formats.
“I'm processing invoices for payment. Extract key invoice data”
→ AI extracts payment-relevant fields
“I need data for our quarterly VAT return. Get VAT details”
→ AI finds VAT numbers, amounts, rates
“I'm reconciling against POs. Get line items”
→ AI extracts items, quantities, prices
“I'm reconciling inventory receipts. Extract delivery details”
→ AI finds SKUs, quantities received, dates
“I'm preparing our quarterly payroll tax filing. Extract pay data”
→ AI extracts gross pay, taxes withheld, net pay
Detailed Prompts
Define exact fields, formats, and business rules for repeatable results and correct edge-case handling.
“I'm preparing AP data for our month-end close. Extract: Invoice_Number (alphanumeric, top-right) Invoice_Date (YYYY-MM-DD) Vendor_Legal_Name (prefer extracting from footer) Net_Amount (pre-tax invoice total) VAT_Rate (if no VAT is listed use 0, use Excel type percentage) VAT_Amount (If no VAT is present use 0) Total_Amount (invoice final total) Document_Type (classify as Invoice or Credit_Note) - For credit notes prefix Invoice_Number with 'CR-' and show amounts as negative. - One row for each invoice or credit note. - Skip any pages that are email cover sheets or summary pages”
Describe Your Goal
Reduces Edge-Case HandlingWhen the AI understands your workflow, it makes smarter decisions about document structure and edge cases — so you don't need to specify every rule.
“Extract invoice number, date, and total”
“I'm processing supplier invoices for payment. Extract invoice number, date, and total”
Why this helps
Knowing you're “processing for payment” tells the AI that bundled documents (like an invoice with its purchase order attached) should be treated as one transaction — not extracted separately. It also helps prioritize fields that matter for your workflow.
Other examples of helpful context:
AI Notes
When your instructions leave something unspecified, the AI uses conservative judgment to handle it. If this happens, the AI reports back with observations about the interpretations it made — helping you verify results and refine your prompts for better consistency over time. No notes means no assumptions were needed.
Transparency
If the AI had to make assumptions, it flags them so you can verify the extraction matched your intent.
Iterative Prompt Improvement
Notes include copyable prompt suggestions to make your prompts more explicit. Add these to your prompt so future tasks handle similar cases consistently — without assumptions.
Examples of what the AI might flag
These only appear if your prompt was silent on the relevant aspect:
Field disambiguation
If multiple fields could match a column name, the AI notes which it used (e.g., 'Total' → line item total vs. invoice total)
Column mapping
If your column names don't exactly match document labels, the AI notes how it matched them (e.g., 'net' → 'Subtotal')
Document handling
If you didn't specify which document types to extract from, the AI notes how it decided (e.g., extracted invoices, ignored attached POs)
Conditional logic
If your instructions didn't cover a case the AI encountered, it notes the assumption it made (e.g., treated credit note amounts as negative)
Example AI Note
Documents to extract from
Your files often contain a ‘Tax Invoice’ with an attached ‘Delivery Note’. I treated the ‘Tax Invoice’ pages as the main source of data, and ignored the attached ‘Delivery Note’ pages as supporting context.
Extract from ‘Tax Invoice’ onlycopyExtract from ‘Tax Invoice’ and ‘Delivery Note’copyPrompt Controls & Capabilities
Define granular rules to ensure your data output is precise, auditable, consistent, and perfectly structured for your workflows.
| Category | Example Prompts | Use Cases |
|---|---|---|
| Field Selection & Scoping Tell the system exactly which data to capture and how to name the columns. | Extract 'Invoice Number', 'Invoice Date', and 'Total' Extract the 'Vendor Legal Name' and use the column header 'Supplier_Name' Only these fieldsorInclude related tax fields | Define the exact data schema required for import into your ERP or accounting system. Isolate critical data points and ignore irrelevant information. |
| Output Structure & Layout Decide what each row represents and the order of your columns. | Create one row per invoice Create one row for each line item, and repeat the 'Invoice Number' on each row Join all line item descriptions into a single cell, separated by a semicolon. Order columns as: Date, Vendor, Invoice Number, Total | Generate perfectly structured files that match existing templates or import requirements. Create detailed line-item reports for granular analysis or summary reports for high-level review. |
| Business Logic & Rules Set hints, default values, and 'if-then' logic to handle real-world variations. | HintThe 'Product Code' is in the 'Description' column, and it always begins with 'SKU-' DefaultIf 'Tax Amount' is missing, set its value to 0 FallbackFind the 'PO Number' in the header. If it is not present, extract it from the 'Reference' field. ConditionalIf 'Currency' is 'USD', extract 'Tax' from the 'State Tax' field. If 'Currency' is 'EUR', extract 'Tax' from the 'VAT' field. ConditionalIf 'Vendor' is 'Acme Corp', set 'Internal_Code' to 'ACME-001' | Enforce your specific business rules to handle exceptions and vendor-specific layouts. Set defaults, define data precedence, and apply conditional logic to ensure high data integrity and reduce manual review. |
| Document & Page Handling Apply rules to specific document types or filter out unwanted pages. | Ignore any pages where the title is 'Email Cover Sheet' For credit notes, prefix the 'Invoice Number' with 'CR-' and show all amounts as negative On pages identified as a Statement of Account, extract each invoice listed in the summary table as a separate row | Cleanly process large, mixed-document batches. Automatically filter out irrelevant pages and apply different logic based on document type (e.g., invoices vs. credit notes) within the same job. |
| Data Standardization & Formatting Control how dates, numbers, and currencies are stored in Excel. | Format all dates as YYYY-MM-DD Ensure all currency fields have 2 decimal places Set the 'Invoice Date' column as a text type, not a native date Note: Your local Excel settings may display native Excel types (i.e. numbers, dates), according to your settings. | Enforce strict data hygiene and standardization. Ensure all data is in the correct native format for calculations, pivot tables, and seamless integration with other systems. |
| Data Classification & Enrichment Automatically categorize and enrich transactions based on contextual clues in each document or line item. | Add an 'Expense Category' column. Based on the line item description, classify each item as one of the following: 'Office Supplies', 'Software & Subscriptions', 'Travel & Entertainment', or 'Utilities'. | Automatically categorize transactions for your accounting software or ERP system. Enforce consistent coding to simplify expense tracking, departmental budgeting, and tax preparation. |
Consistency and Scale for Business Workflows
Apply your precise prompts across any volume of documents, from ad-hoc tasks to high-volume, automated processes.
- Reusable Prompts
Save prompts for easy reuse
Build a Prompt Library tailored to your workflows — whether by vendor, document type, or client. Apply saved prompts to new batches for consistent, repeatable output across your team.
- Mixed Batches
Process mixed batches as-is
Upload documents exactly as you receive them. The AI handles invoices, credit notes, and statements in the same job — and can automatically filter out email cover pages, remittance advice, and other non-invoice pages.
- Custom Output
Define your exact output format
Specify column names, date formats, and Excel data types to match your ERP or accounting system. Set defaults, fallbacks, and conditional rules for predictable, import-ready output.
50 pages free monthly • No credit card required
Compatible with a wide range of document types and extraction tasks
Multi-Page & Batch Processing
PDFs up to 2000 pages long
Process lengthy documents with no loss of accuracy
Multi-invoice PDFs
Extract from PDFs containing multiple individual invoices
Up to 6000 documents
Process large batches in a single job and benefit from faster speed-per-page
Mixed formats & languages
Handle diverse supplier documents together and get a standardized output
Invoice Data Extraction
Extract key invoice-level data with one spreadsheet row per invoice:
Invoice Line Extraction
Extract individual line items with one spreadsheet row per item:
Image Extraction Support
Extract data from images (JPG, PNG) with the same accuracy as PDFs. Perfect for mobile captures and scans.
Additional Extraction Types
VAT Extraction
Automated VAT data capture for tax compliance
GST Extraction
GST breakdowns for accurate tax filing
Bank Statement Extraction
Transaction data from bank statements
Payroll Data Extraction
Payslip and payroll document processing
And many more. Our AI has extensive knowledge of global tax requirements and common document extraction needs. You can simply upload your documents and let our AI determine what to extract, or provide optional guidance such as describing your goal (e.g., for a specific country's reporting requirements). Our AI will analyze your documents and any guidance to determine what is best to extract from your documents.
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
Add your team members and start processing documents together. Everyone shares the same credits, prompts, and results — with full organization management coming soon.
Team Access Today
Multi-user access is available now. Add team members from your account settings.
Multi-User Access
Add team members to your account so everyone can sign in with their own email address.
Shared Credit Pool
All team members draw from the same credit balance — both free and purchased credits.
Shared Prompts
Saved prompts are accessible to everyone, ensuring consistent extraction across your team.
Shared Task History
All extraction results and exports are visible to every team member.
Organization Accounts
Jan 2026Enhanced workspace and team management for enterprises.
Organization Workspaces
Dedicated workspace with centralized member management.
Role-Based Permissions
Control who can manage billing, prompts, and team members.
Per-User Activity
Track usage and extraction activity by team member.
Audit Trails
Full visibility into who did what and when.
Existing teams will be migrated seamlessly when available.
Simultaneous access — Multiple team members can work concurrently with no conflicts. The default concurrent task limit can be increased on request.
Start free, purchase if you need more
Get 50 pages free every month. Purchase additional credits only when you need them.
Free Tier
50 pages every month
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
11 topics coveredHave more questions? Contact our support team for immediate assistance.
Articles & Analysis
Perspectives on financial data automation and processing efficiency
Latest Articles
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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.
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.
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.
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.
System Performance & Reliability
Key performance metrics are centered on speed, accuracy, and efficiency to support professional accounting and administrative workflows.
Security Architecture & Protocol
Data security is a foundational component of the service, architected to ensure the integrity and confidentiality of client financial documents.
API Access
Integrate our extraction capabilities directly into your systems — coming February 2026