Extract invoice data from PDFs with a review-first Excel workflow
Turn recurring invoice PDFs into validated spreadsheet-ready data without manual copy-paste or rebuilding the same extraction logic every cycle.
How the workflow works
Upload invoice PDFs
Bring in a single invoice or process recurring supplier invoice batches in one workflow.
Select or refine the invoice template
Map invoice number, vendor details, dates, totals, taxes, and line items with a reusable template.
Validate before export
Review extracted values and export structured output to Excel for AP workflows or downstream systems.
Manual vs structured workflow
Manual process
Typing invoice headers and totals into spreadsheets by hand
Structured workflow
Structured extraction for invoice headers, totals, and line items
Manual process
Re-checking the same fields across every vendor format
Structured workflow
Reusable invoice templates for recurring document layouts
Manual process
Cleaning exports to make them usable for AP review
Structured workflow
Excel-ready output your team can validate before sharing
Common finance use cases
- Accounts payable preparation
- Vendor invoice intake workflows
- Recurring invoice reconciliation support
- Operational back-office data entry reduction
Frequently asked questions
Can I extract invoice line items as well as header fields?
Yes. The workflow supports structured extraction for both high-level invoice fields and grouped line-item data when your schema requires it.
Can my team reuse the same invoice extraction setup?
Yes. Templates are especially useful for repeated invoice formats so your team can avoid rebuilding the same extraction configuration.
Do I need a credit card to test the workflow?
No. The signup flow is designed to let users start the guided workflow without adding a credit card first.