Document Extraction

AI document extraction

Upload one or multiple documents and let AI extract structured data automatically, saving hours of manual data entry.

Supported file types

You can extract data from the following formats:

• Images: JPEG, PNG, WebP, GIF
• Documents: PDF, DOCX
• Spreadsheets: XLSX, CSV

Single-file extraction

1. Navigate to the relevant section (Bills, Expenses, Payments).
2. Click Upload & Extract or the AI extraction button.
3. Upload your document.
4. Wait for AI to process and extract data.
5. Review the extracted fields.
6. Edit any incorrect values.
7. Save to create the record.

Batch extraction

Process multiple files at once to speed up bulk data entry:

1. Navigate to the relevant section and click Upload & Extract.
2. Select multiple files from your computer, or drag them into the upload zone.
3. AI queues all files and processes them in parallel.
4. Review extracted data for each file individually.
5. Edit and save each record.

Batch extraction uses the same AI model as single-file extraction, so accuracy is identical regardless of how many files you upload.

What gets extracted

Vendor details:

• Vendor name, GSTIN, and address
• Invoice number and date

Line items:

• Description, quantity, rate, and amount
• Per-item HSN/SAC code
• Per-item GST rate

Additional charges:

• Processing fees
• Freight charges
• Packing charges

GST breakdown:

• CGST, SGST, and IGST amounts
• Per-rate GST details (e.g., items at 5%, 12%, 18% shown separately)

TDS details:

• TDS section and rate
• TDS amount

Bank details:

• Account number, IFSC code, and bank name

LUT number:

• LUT number for export transactions

From receipts:

• Merchant/vendor name
• Date of purchase
• Line items and payment amount
• GST if shown

From bank statements:

• Transaction dates and descriptions
• Credit/debit amounts
• Reference numbers

Progress tracking

When you extract multiple files, the system tracks each item individually:

Status	Meaning
Queued	File is waiting to be processed
Extracting	AI is currently processing the file
Extracted	Data has been successfully extracted
Failed	Extraction encountered an error

You can monitor progress in real time as each file moves through these stages.

Retrying failed extractions

If a file fails to extract:

1. Check the error message displayed next to the failed item.
2. Click the Retry button on that specific item.
3. Only the failed file is reprocessed; successfully extracted files are not affected.

You do not need to re-upload the entire batch to retry a single failure.

Tips for better extraction

General tips:

• Use clear, high-quality scans or photos.
• Ensure the document is properly oriented (not rotated or skewed).
• PDFs generally work better than images.
• Structured invoices extract more accurately than handwritten ones.
• Crop out unnecessary borders or background content.

Bulk extraction tips:

• Group similar document types together (e.g., all vendor invoices) for faster review.
• Name files descriptively before uploading so you can identify them during review.
• Start with a small batch to verify extraction quality before processing large volumes.
• Check that each file is under 10MB before uploading.

Access requirements

Document extraction requires AI access. Owners have automatic access; team members need access granted by the owner.

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