How to Extract Data from Invoices using AI
Extract data from PDFs or images into a structured Excel format in minutes—no templates or setup required.
This step-by-step guide is a 1-2 minute read
1. Upload Your Invoices
Process mixed batches of different invoice formats, languages and file types at once.
Supported File Types
PDF Files
- Regular & scanned PDFs
- Up to 250 pages or 20MB per pdf
- Can contain multiple invoices
Images
- JPG and PNG files
- Up to 5MB per image
- One invoice per image
Batch Processing
Process up to 350MB of files at once—perfect for monthly invoice batches or backlog processing
Need to process larger files or batches? Contact our support team and we can increase the limit for your account.
2. Tell Us What Data You Need
Simply name the fields you want extracted in plain language, and our AI does the rest.
Use Clear, Specific Names
Need Additional Precision?
Each data field has an optional "Additional Instructions" box where you can guide the AI:
Clarify what you do/don't want: "Final total with tax, NOT subtotal"
Add location guidance: "Located in the line items section, usually after the description"
Specify format: "Format as YEAR-MONTH-DAY"
Pro Tip
Start with a small test batch to verify results. You can add or refine the data names or instructions if needed.
3. Download Your Spreadsheet
Your extracted data is available in minutes as a ready-to-use Excel file.
Fast Processing
Average time of just 10 seconds per page or image
Perfect Structure
Columns match your specified data fields, with one row per invoice or per line item depending on your task
Fair Pricing
1 credit per page or image. Only successful extractions use credits.
Quick Tips
Missing data marked with "--" for easy searching
Check random samples to verify accuracy
Click to reuse instructions for future batches
Failed pages don't use credits and can be retried
Each row includes source filename for easy validation
Frequently Asked Questions
Common questions about our invoice data extraction service
Do I need to create templates for my invoices?
No templates required. Unlike traditional OCR extraction tools, our AI software automatically adapts to different invoice formats, making it perfect for processing documents from multiple vendors.
How do I ensure I get the right data?
Use clear, specific data field names (like 'Invoice reference number') and add guidance instructions if needed. Start with a small test batch to verify results before processing larger batches.
How do I spot missing data?
Missing data is marked with '--' in the spreadsheet, or you can set your own custom text. You can use Ctrl/Cmd+F to search for these instances, then refine your instructions and re-process those specific documents without extra charges.
Can I process multiple invoices at once?
Yes! You can upload up to 350MB of files in a single batch. This is perfect for monthly invoice batches or processing backlogs of documents. If you need to process larger batch sizes or files then let us know and we can adjust this for your account.
What happens if my page fails to process?
Failed pages don't consume credits. You'll see a 'Failed' status for these pages in your results. You can retry these pages.
Ready to Get Started?
Start Converting Your Invoice PDFs to Excel Today
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The easiest way to extract invoice data, using natural language instructions. No credit card required.