Documents in. Useful data out.

AI document processing.
With the source in view.

Turn PDFs into structured data you can check and use. Start with OCR, table extraction and an invoice workspace that keeps the original document beside every result.

10 pages · 7 daysNo card required

Invoice workspaceInteractive sample

YOUR SOURCE

Northline Supply

invoice.pdf · 1 page
Extracted
INVOICEINV-1042
Copper pipe222.00
Brass elbow102.00
Filter cartridge192.00
Total$516.00
Values linked to the original PDF
Invoice numberINV-1042
Invoice total516.00 ↗

Currency needs review The source reports “$”. Confirm the currency.

Inspect this sample

Fictional invoice. Real extraction and source references.

Native PDFs & English scan OCRTables & invoice fieldsSource-linked reviewExcel · CSV · JSON

The processing foundation · available today

Read it. Structure it. Check it. Use it.

Go from a supported PDF to a result your team can inspect, correct and carry into the next task.

Explore all features
01Read

OCR for scanned PDFs

Read printed English text from scanned PDF pages with local OCR. Keep recognition errors visible during source review.

02Structure

Table extraction

Turn supported, aligned PDF tables into rows and columns. Preserve source values, units and missing data for review.

03Extract

Invoice processing

Capture invoice fields and line items, work through batches, and check duplicate invoices and arithmetic exceptions.

04Verify

Source-linked review

Inspect extracted values beside the original PDF. Correct a field, resolve an exception and retain its source context.

05Use

Excel, CSV and JSON

Export structured results for your next step. The invoice workspace produces Excel workbooks with separate totals and line items.

06Repeat

Reusable setups

Save column schemas and client workbook setups so recurring extraction starts with the structure you need.

Today’s extraction uses local OCR and deterministic document parsers. Model-based extraction and semantic retrieval remain planned.

Build on each document

Make the work repeatable, from source to review.

Use structured inputs and reviewed examples to make recurring document work easier to inspect and repeat.

Statement reconciliation

Compare statement and ledger CSV snapshots. Inspect exact matches, duplicate references and balance differences, then export a reviewed report.

Explore reconciliation and its limits →

Organization knowledge

Keep typed facts and relationships connected to document evidence. Save reusable field schemas and preserve review history.

Explore your knowledge workspace →

Tested extraction rules

Compare schema versions on separate annotated examples. Run holdout and shadow checks before promoting a rule for reuse.

Explore extraction optimization →

Durable document workflows

Read, extract, check and review labeled fields in a fixed workflow. Preserve progress through interruptions and export an approved JSON result.

Explore document workflows →

What comes next

Turn repeated document work into dependable workflows.

Use AI to help define the process, test the operations that repeat, and keep uncertainty visible. These capabilities are planned and are not part of the current trial.

View the feature roadmap
Planned

Model routing & broader workflows

Choose qualified model providers within a budget and extend document workflows with more operations. External business-system writes need their own delivery checks.

Explore model routing
Planned

Semantic search & GraphRAG

Build versioned embedding collections and investigate relationships across documents. Keep source evidence and conflicts visible, and evaluate retrieval quality before release.

Explore the retrieval roadmap

Built around the work

One document foundation. Specific workflows.

Keep the details that matter in your field, from bookkeeping line items to the units in a supplier test report.

Accounting & bookkeeping

Start with invoice processing, then explore field guides for document collection, tax intake and reconciliation exceptions.

Explore accounting workflows

Supplier & technical reports

Build a register from supported supplier test tables, preserving the reported values, units and evidence for each observation.

Explore supplier registers

Document operations

Map collection, missing information, record matching and inbox routing. These workflow guides help scope a future automation pilot.

Explore workflow guides
See the invoice-to-Excel workflow

Start with a working use case

Bring one invoice. Leave with a spreadsheet.

Use the standard workbook to get started. Bring your existing Excel template when you want to match a client’s format.

01

Open your trial

Verify your email using a sign-in link. It opens your invoice workspace.

02

Add a PDF

Try one representative invoice first, including a scan with printed English text.

03

Check the source

Select extracted values to see their source. Correct missing fields and resolve flagged totals or duplicates.

04

Use your workbook

Approve the reviewed invoices and download Excel. Reuse the setup for the next batch.

Prove it on your work

Does the result save you time?

Test three invoices from different suppliers, then one difficult scan. Compare the result with what you would enter by hand.

  • Are the supplier, invoice number, dates and totals correct?
  • Are all line items present, with usable quantities and amounts?
  • Can you trace and fix exceptions quickly?
  • Does the downloaded workbook fit your next step?

A good starting point

Printed English invoices in PDF form, with readable labels and aligned line-item tables. Native PDF text and scanned PDFs are supported.

Check these carefully

Unusual layouts, poor scans and ambiguous dates or currencies may need correction. Extraction is a starting point for your review.

Available today

Batch PDFs, editable fields, source highlights, duplicate and arithmetic checks, saved client setups and Excel exports.

Direct image uploads, handwriting support and QuickBooks publishing are not included.

A trial that gets to the task

Your email opens the product.

Receive a secure sign-in link, upload an invoice and work toward a downloadable result. Trial details are shown before you enter your email.

No card or automatic subscription. Signing in does not subscribe you to marketing.

Open my invoice trial

Make room for the next workflow.

Use the accounting toolkit to measure recurring document work and plan a pilot.

Explore the free toolkit →