Invoice & Receipt Processing for Bookkeeping Workflows

Upload invoice and receipt PDFs, extract editable fields, validate totals, review line items, flag possible duplicates, approve clean results, and export Excel, CSV, or JSON.

OCR for scanned PDFs Editable review Approved exports

Invoice and Receipt Extraction Needs Review, Not Just OCR

Validation Checks

Compare subtotal, tax, total, line items, and confidence signals before export.

Editable Fields

Review and correct vendor, invoice number, dates, categories, tax, totals, and payment details.

Duplicate Detection

Surface possible duplicate invoices and receipts by matching vendor, number, date, and amount.

Approval Workflow

Approve clean documents and export approved invoices only when your review is complete.

From PDF to Approved Export

PDFData keeps OCR, bulk upload, and flexible exports, while making review and approval clearer for bookkeeping teams.

Bulk Upload

Upload single or multi-page invoice and receipt PDFs, including scanned documents that need OCR.

Extract Fields

Capture vendor, merchant, date, invoice number, due date, subtotal, tax, total, and line items.

Review Details

Edit fields, inspect line-item rows, validate totals, and check duplicate warnings.

Export Approved

Export approved invoices only to Excel, CSV, or JSON for spreadsheets and import workflows.

More Details for Bookkeeping Teams

Line-Item Review

Review descriptions, quantities, unit prices, tax lines, and totals before moving data into bookkeeping files.

Invoice and Receipt Coverage

Handle vendor invoices, client receipts, scanned PDFs, and image-based documents with OCR support.

Bookkeeping-Ready Exports

Download Excel, CSV, or JSON today. QuickBooks/Xero-ready CSV formats are described only as roadmap/coming soon.

Secure Processing

Keep existing security messaging for financial documents: encrypted processing and automatic deletion after extraction.

Who It's For

  • Bookkeepers processing client invoices, receipts, and month-end expense batches.
  • Accounting firms reviewing large volumes of client documents before export.
  • Small businesses collecting receipts and invoices for cleaner bookkeeping handoff.
  • Operations teams that still need Excel, CSV, JSON, OCR, and API-friendly extraction as secondary capabilities.

Review queue example

Upload April invoices and receipts, inspect the three low-confidence rows, confirm two possible duplicates, approve the rest, and export the approved batch.

Review Invoices and Receipts Before They Hit the Books

Start with a sample PDF, validate extracted fields, and export approved bookkeeping rows.

Get started
No credit card required.