From PDF to Invoice in Seconds.
AI extracts line items, amounts, and customer details from PDFs, scanned documents, and emails — then creates QuickBooks invoices automatically.
Why Manual Document Processing Is Broken
Documents arrive as PDFs, scans, and email attachments. Re-typing them into accounting software is the biggest time sink in your billing process.
PDFs That Cannot Be Copy-Pasted
Scanned documents, image-based PDFs, and multi-page contracts make copy-paste impossible. Every field must be retyped manually.
Inconsistent Layouts
Every vendor, client, and department uses a different document layout. Traditional OCR tools require a template for each — an impossible task at scale.
Documents Buried in Email
Invoiceable documents arrive as email attachments, scattered across inboxes. Finding, downloading, and processing them is a daily treasure hunt.
5+ Minutes Per Document
Reading a document, identifying the relevant fields, and typing them into QuickBooks takes at least 5 minutes — per document. At 100 documents/month, that is over 8 hours of pure data entry.
How AI Reads Your Documents
Upload any document — the AI handles the rest.
Upload or Forward Documents
Upload PDFs and images directly, or forward email attachments to your dedicated processing address. Documents are queued automatically.
AI Extracts Key Fields
Our AI reads the full document and extracts customer name, line items, quantities, rates, dates, and totals — regardless of layout or format.
Review Extracted Data
Preview the extracted data mapped to QuickBooks invoice fields. Edit any field inline before creation. Confidence scores highlight uncertain extractions.
Create Invoice in QuickBooks
Approve and create the invoice in QuickBooks with one click. All fields are pre-populated — no manual entry required.
Attach Source Document
The original document is automatically attached to the QuickBooks invoice for reference, audit, and compliance.
AI-Powered Document Intelligence
Not basic OCR. Contextual AI that understands document structure, tables, and relationships.
Layout-Agnostic Extraction
No templates needed. The AI understands document structure and extracts fields from any layout — invoices, POs, work orders, and more.
Line Item Detection
Automatically detects and extracts multi-line item tables with quantities, descriptions, unit prices, and totals.
Scanned Document Support
Handles scanned paper documents, photos, and image-based PDFs with built-in OCR preprocessing.
Confidence Scoring
Every extracted field includes a confidence score. Low-confidence fields are flagged for human review — high-confidence data flows through automatically.
Customer Matching
Automatically matches extracted customer names to existing QuickBooks customers using fuzzy matching. Suggests new customer creation when no match is found.
Source Document Linking
Every created invoice links back to its source document. Full traceability for audits, disputes, and reconciliation.
Measurable Impact
Teams processing documents from multiple sources see the biggest gains.
An accounting firm processing 300 client documents per month eliminated 25 hours of manual data entry per week — freeing two staff members to focus on advisory services instead of keyboard work.
Real Results for Real Teams
See how teams like yours eliminate manual work and reclaim hours every week.
Lisa, Senior Accountant
Accounting Firm — 300 client documents/month
- Manually reading PDFs and typing data into QuickBooks for each client
- Different document formats from every client — no standardization
- Junior staff spending 60% of their time on data entry
- Monthly processing backlog during tax season
- Upload client PDFs → invoices created with AI-extracted data
- AI handles any format without pre-configuration
- Junior staff retrained to client advisory roles
- Tax season processing time cut by 70%
Tom, Finance Manager
Manufacturing — 200 vendor documents/month
- Receiving work orders and delivery notes as scanned PDFs
- Manual transcription of line items from poor-quality scans
- Frequent errors in quantities and pricing
- Invoice creation lagging 2 weeks behind deliveries
- AI reads scanned documents regardless of quality
- Line items extracted with confidence scoring
- Error rate dropped from 8% to under 1%
- Invoices created same-day as document receipt
Frequently Asked Questions About Document to Invoice Automation
Everything you need to know about Document to Invoice Automation.
PDFs (native and scanned), images (JPEG, PNG, TIFF), Word documents, and email bodies. The AI handles any document that contains invoiceable data.
Typically 90-99% accuracy depending on document quality. Every extraction includes confidence scores so you can review uncertain fields before invoice creation.
No. The AI is layout-agnostic — it understands document structure without pre-configured templates. It works on the first document you upload.
Yes. The AI processes multi-page PDFs and correctly associates line items, totals, and metadata across pages.
You always review extracted data before invoice creation. Edit any field inline during the preview step. The AI learns from corrections over time.
Yes. Forward emails to your dedicated processing address, or connect your inbox for automatic attachment extraction and processing.
Turn Documents Into Invoices — Without Retyping
Upload your first document and see AI extraction in action. From PDF to QuickBooks invoice in under 60 seconds.
Free to start · No credit card required