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

Invoice number
Recipient name
Invoice date
Total amount
Tax amount
Due date

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?

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Frequently Asked Questions

Find answers to common questions about invoice extraction

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Pricing & Plans

Explore our flexible pricing options for businesses of all sizes

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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.