Scanned Document Workflow

Automate Scanned Invoice Data Extraction

Transform static scanned invoices into structured, spreadsheet-ready data. Use template-based AI to capture invoice headers and line items from recurring vendor documents without manual entry.

Template-based consistency for recurring vendors
Split-screen review for data verification
Direct export to spreadsheet formats
No-code schema configuration
Minutes
Time to process batch
Review-first
Data verification process
Template-ready
Recurring vendor setup

How the workflow works

1

Upload and Define

Upload your scanned invoices and define a schema for headers, dates, taxes, and line items.

2

Template Mapping

Create reusable templates for recurring vendors to ensure consistent field mapping across every batch.

3

Review and Export

Use the split-screen interface to verify extracted data against the original scan before exporting to Excel.

Manual vs structured workflow

Manual process

Frequent errors in tax calculations and line item totals during entry.

Structured workflow

Pre-configured schemas capture exact totals and line items for review.

Manual process

Difficulty managing high volumes of recurring vendor invoices monthly.

Structured workflow

Template-based processing speeds up repetitive monthly billing cycles.

Manual process

Copying scanned invoice PDFs data into spreadsheets by hand

Structured workflow

Structured extraction with a repeatable review-first workflow

Common finance use cases

  • High-volume AP invoice processing from legacy scanned files
  • Extracting line item details from complex multi-page vendor bills
  • Consolidating monthly billing data from multiple scanned sources
  • Preparing structured invoice data for spreadsheet-based reporting

Frequently asked questions

How does the tool handle low-quality scanned invoices?

The AI is designed to process scanned documents, identifying headers and tables to convert them into structured fields for manual review.

How do I verify the extracted data?

Our split-screen review interface displays the original scanned PDF alongside the extracted data for easy verification before export.

Can I review scanned invoice PDFs data before exporting?

Yes. The workflow is built around reviewing extracted values before sending the output to Excel.