Built for bookkeeping document work

AI Invoice & Receipt Processing for Bookkeepers

Upload client invoices and receipts in bulk. PDFData extracts the data, validates totals, flags duplicates, and exports clean bookkeeping-ready Excel/CSV files.

Get started
Monthly and annual plans ยท PDF, JPG, PNG, scanned documents supported
Client workspace
AP
Client: Acme Plumbing April invoices and receipts
42 docs
3
Needs review tax mismatch or low confidence
Open
2
Possible duplicates same vendor, date, and total
Check
Selected result
Invoice #10492 Ready
Vendor Summit Supply Co.
Total $1,284.19
Line items 8 extracted
Review queue
Needs review 3
Ready 37
Possible duplicates 2
Approved 19
Approve Export Excel Export CSV
The bookkeeping bottleneck

Client documents arrive messy, month-end still has to close

Invoices and receipts show up by email, portal, scan, and phone photo. Bookkeepers still have to type vendor, date, tax, total, and line items, then catch duplicates before they hit the books.

Messy client intake

Clients send mixed invoices, receipts, and scans with inconsistent names and formats.

Manual field entry

Vendor names, dates, taxes, totals, and line items get copied by hand into spreadsheets or accounting systems.

Duplicate risk

The same invoice can arrive twice and be entered twice unless someone spots it during review.

A review-first workflow for client invoices and receipts

Use PDFData to get from document pile to clean export without retyping every field.

Step 1

Create a client workspace

Organize batches by client. Client-specific rules are planned as a roadmap capability.

Step 2

Upload in bulk

Send invoice and receipt PDFs through the secure upload flow, including scanned documents that need OCR.

Step 3

Review exceptions

PDFData extracts data, validates totals, and highlights low-confidence fields or possible duplicates.

Step 4

Approve and export

Approve clean results and export bookkeeping-ready Excel/CSV files. QuickBooks/Xero-ready CSV formats are on the roadmap.

Accounting-first features

Built around the work bookkeepers repeat every month

Core extraction is available today. Accounting-specific memory, rules, and accounting-system export formats are previewed as the product direction.

Client workspaces

Group invoice and receipt batches by client so review work stays organized. Client-specific rules are coming soon.

Batch upload

Process client invoices and receipts together instead of opening every document one by one.

Invoice extraction

Capture invoice number, vendor, due date, subtotal, tax, total, and line-item detail.

Receipt extraction

Extract merchant, date, amount, tax, payment method, and expense details from receipts.

Review queue

Focus attention on issues, low-confidence fields, and documents that need a final check.

Validation checks

Compare totals, taxes, line items, and confidence signals before data is approved.

Duplicate detection

Flag possible duplicate invoices and receipts by vendor, date, invoice number, and total.

Category suggestions

Suggest expense categories for review. Vendor memory for recurring mappings is coming soon.

Excel/CSV export

Download clean Excel and CSV files. QuickBooks-ready and Xero-ready CSV exports are roadmap items.

Before and after

Turn document names into reviewable bookkeeping rows

Before: client files

invoice_10492.pdf receipt_shell.jpg receipt_office_depot.png

After: extracted results

Vendor / Merchant Date Total Category Status
Summit Supply Co. 2026-04-12 $1,284.19 Materials Ready
Shell 2026-04-15 $68.44 Fuel Needs review
Office Depot 2026-04-18 $142.05 Office supplies Possible duplicate
Bookkeeper use cases

Practical help for recurring client work

Monthly client receipt processing

Batch receipts by client and review only the rows that need attention.

Invoice data entry

Extract vendor, invoice number, due date, tax, total, and line items for spreadsheet review.

Expense categorization

Use suggested categories as a starting point before exporting approved rows.

Duplicate invoice review

Spot possible repeated invoices before a client pays or records the same bill twice.

Excel/CSV exports

Move approved data into the spreadsheet or import workflow your team already uses.

Client-specific organization

Keep batches organized by client, with client-specific rules planned for a later release.

PDFData still supports broader PDF extraction needs

Bank statements General PDFs Excel CSV JSON API workflows Resumes Insurance claims
Pricing

Subscription plans for recurring bookkeeping work

Choose monthly or annual billing for invoices, receipts, claims, resumes, and other PDF extraction workflows. Each plan includes a monthly document allowance.

Starter

For testing invoice and receipt processing

$29 /month
Get started

Starter subscription for small document batches with monthly or annual billing.

  • 100 documents/month
  • 1 client workspace
  • 10-file batch uploads
  • Invoice and receipt extraction
Recommended

Business

For small businesses and solo bookkeepers

$99 /month
Get started

Business subscription for steady bookkeeping with monthly or annual billing.

  • 500 documents/month
  • 3 client workspaces
  • 50-file batch uploads
  • Validation and duplicate flags

Pro

For bookkeepers managing multiple clients

$249 /month
Get started

Pro subscription for multi-client bookkeeping workflows with monthly or annual billing.

  • 2,000 documents/month
  • 25 client workspaces
  • 100-file batch uploads
  • Line-item review

Agency

For bookkeeping firms processing documents at volume

$499 /month
Get started

Agency subscription for firms processing at volume with monthly or annual billing.

  • 5,000 documents/month
  • 100 client workspaces
  • 250-file batch uploads
  • Sample-batch onboarding
Compare plan limits

Pick the tier that fits your document load and client count

Plan Monthly price Annual price Documents/month Client workspaces Batch upload limit
Starter $29/month $290/year 100 1 10 files
Business $99/month $990/year 500 3 50 files
Pro $249/month $2,490/year 2,000 25 100 files
Agency $499/month $4,990/year 5,000 100 250 files

Each plan includes a monthly document allowance and monthly or annual billing for recurring extraction workflows. Sign up to choose a plan and start processing documents.

Frequently asked questions

Answers for bookkeepers evaluating invoice and receipt processing.

Try it with your own invoices and receipts

Create an account to upload your first client invoice or receipt and start reviewing extracted results.

Upload your first document