Software Integrations

Connect invoice data extraction to your accounting software. Implementation guides for Xero, QuickBooks, SAP, NetSuite, and other finance platforms.

16 articles

Software Integrations Articles

How to Convert PDF Invoices to Xero: 6 Methods Compared

Compare six methods for converting PDF invoices to Xero. From manual rekey to AI-powered API push, with line item support, batch capacity, and cost.

Software IntegrationsXeroPDF invoice data extraction
13 min

Best Hubdoc Alternatives for Xero in 2026

Vendor-neutral comparison of Xero data capture tools. Real App Store ratings, line item support, pricing, and practice-type matching for Hubdoc replacements.

Software IntegrationsXeroinvoice data capture
19 min

Xero CSV Import Errors: Complete Troubleshooting Guide

Diagnose and fix Xero CSV import errors for bank statements and invoices. Error message reference, platform-specific fixes, and a prevention checklist.

Software IntegrationsXeroCSV import
23 min

How to Import Bank Statements into QuickBooks (Every Method)

Learn every method to import bank statements into QuickBooks Online and Desktop: CSV upload, Web Connect, bank feeds, credit card imports, and PDF conversion.

Software IntegrationsQuickBooksBank Statements
23 min

How to Import Bank Statements into NetSuite (All Formats)

Import bank statements into NetSuite using CSV, OFX, QFX, BAI2, or CAMT.053. Covers CSV column specs, parser setup, PDF conversion, and troubleshooting.

Software IntegrationsNetSuiteBank Statements
28 min

How to Import Bank Statements into Sage (50, Cloud, Intacct)

Import bank statements into Sage 50, Business Cloud, and Intacct. Format compatibility matrix, CSV specs, step-by-step walkthroughs, and troubleshooting.

Software IntegrationsSageBank Statements
18 min

How to Import Bank Statements into Xero (All Methods)

Learn every method to import bank statements into Xero: CSV, OFX, QFX, Hubdoc, and PDF-to-CSV. Includes format specs by region and troubleshooting tips.

Software IntegrationsXeroBank Statements
25 min

How to Import Invoices into Dynamics 365 Business Central

Learn all four methods to import invoices into Dynamics 365 Business Central, with field mapping, validation error fixes, and PDF-to-spreadsheet conversion.

Software IntegrationsDynamics 365Invoice Import
23 min

How to Import Invoices into Sage (50, Business Cloud & Intacct)

Step-by-step guide to importing invoices into Sage 50, Business Cloud, and Intacct. Covers CSV formats, import methods, and PDF-to-CSV conversion.

Software IntegrationsSageInvoice Import
25 min

How to Import Invoices into Xero: Complete CSV Guide

Step-by-step guide to importing invoices into Xero via CSV. Covers sales invoices, purchase bills, CSV fields, platform migration, and common import errors.

Software IntegrationsXeroInvoice Import
28 min

QuickBooks Desktop Bank Feeds Not Working: Fix or Workaround

Diagnose why QuickBooks Desktop bank feeds stopped. Step-by-step fixes for temporary issues, version sunset timeline, and workaround methods for importing transactions.

Software IntegrationsQuickBooksBank Statements
17 min

SAP Invoice Scanning: Automate Invoice Data Extraction

Learn how SAP invoice scanning works, which built-in tools are available, and how third-party OCR tools extract invoice data directly into your SAP AP workflow.

Software IntegrationsSAPinvoice OCR
9 min

Invoice Capture for NetSuite: Automate Vendor Bill Entry

Learn how to automate vendor bill entry in NetSuite using Bill Capture — and when to integrate AI-powered tools for higher accuracy and line-item extraction.

Software IntegrationsNetSuiteAP Automation
9 min

Invoice OCR for SAP, QuickBooks & Xero: Integration Guide

Learn how to add OCR invoice scanning to SAP, QuickBooks, or Xero. Covers integration steps, benefits of automating invoice data entry, and what to look for in a dedicated OCR tool.

Software IntegrationsSAPQuickBooks
12 min

How to Convert PDF Invoices to Excel Automatically (Step-by-Step Guide)

Learn how to convert PDF invoices to Excel automatically. This guide covers every method — from Excel's built-in PDF importer to AI automation — with step-by-step instructions.

Software IntegrationsExcelPDF Conversion
14 min

Invoice Data Entry in Excel: Best Practices & Automation

Master invoice data entry in Excel with best practices for structure, data validation, and Excel’s built-in form — then see how AI automation eliminates manual typing entirely.

Software IntegrationsExcelData Entry
12 min