Document Extraction
Extract data from invoices, receipts, and bank statements using AI
AI Document Extraction
Upload documents and let AI extract structured data automatically, saving hours of manual data entry.
Supported Document Types
- Invoices: Vendor invoices, purchase orders
- Receipts: Expense receipts, payment confirmations
- Bank Statements: Transaction lists for payment matching
How to Extract Data
- Navigate to the relevant section (Bills, Expenses, Payments)
- Click Upload & Extract or the AI extraction button
- Upload your document (PDF or image)
- Wait for AI to process and extract data
- Review the extracted fields
- Edit any incorrect values
- Save to create the record
What Gets Extracted
From invoices:
- Vendor name and details
- Invoice number and date
- Line items with descriptions
- Amounts, quantities, rates
- GST details (CGST, SGST, IGST)
- Total amount
From receipts:
- Merchant/vendor name
- Date of purchase
- Line items
- Payment amount
- GST if shown
From bank statements:
- Transaction dates
- Descriptions
- Credit/debit amounts
- Reference numbers
Tips for Better Extraction
- Use clear, high-quality scans or photos
- Ensure the document is properly oriented
- PDFs generally work better than images
- Structured invoices extract more accurately than handwritten ones
Handling Extraction Errors
If extraction misses or misreads data:
- Check the original document quality
- Manually correct the extracted values
- Proceed with saving the record
The AI learns from standard document formats but may need corrections for unusual layouts.
Access Required
Document extraction requires AI access. Owners have automatic access; team members need access granted by the owner.