Process Invoices Automatically

Why this workflow?

Step-by-step workflow

1. 1
   Upload invoices

   OCR PDF

   Upload one or more invoice PDFs — digital or scanned paper copies from vendors.

2. 2
   OCR scanned invoices

   Invoice Extractor

   If invoices are scanned images, run OCR to add a searchable text layer so data can be extracted.

3. 3
   Extract invoice data

   PDF to Excel

   Use the AI Invoice Extractor to pull vendor name, invoice number, date, amounts, tax, and line items automatically.

4. 4
   Export to Excel

   Export the extracted data to a structured Excel spreadsheet with columns for every field.

5. 5
   Import into accounting

   Open the Excel file in your accounting software (QuickBooks, Xero, SAP) or review for reconciliation.

Tantangan dokumen umum

• Manually typing invoice data into spreadsheets — vendor, amount, date, line items
• Dealing with scanned paper invoices that are not machine-readable
• Inconsistent invoice formats across different vendors making data extraction unreliable
• Spending hours each month on data entry instead of analysis and reconciliation
• Errors from manual transcription causing payment discrepancies and audit issues

Tools used in this workflow

Pertanyaan yang sering diajukan

What data does the Invoice Extractor pull out?

The AI extracts vendor/company name, invoice number, invoice date, due date, subtotal, tax amount, total amount, currency, and individual line items (description, quantity, unit price, amount). Fields that are not present on the invoice are left blank.

Can I process invoices from different vendors in one batch?

Yes. Each invoice is processed independently, so different formats, layouts, and languages are handled automatically. The AI adapts to each invoice's structure.

Do I need to OCR every invoice?

Only scanned invoices (images of paper documents) need OCR. If your invoice is a digitally-created PDF (from an accounting system or email), you can skip the OCR step and go directly to extraction.

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