For finance teams
Pull AP and AR PDFs into one workbook.
AI reads each AP or AR PDF and fills the columns you name, one row per file.
- Add the PDFsDrop files from each entity.
- Check the columns4 are ready. Add entity or cost centre if you need them.
- Download ExcelReview the rows, then save.
Converter
Upload PDFs
Invoices, receipts, or repeated business documents.
4 columns set up for invoices, one Excel row per PDF. Change any of them.
Choose Excel columns
Name each column, then say how to find it on the page. The AI reads that line, so a clear one means fewer blanks.
No PDFs yet4 columns
Extract and review
Securely upload each PDF and extract only the columns you requested.
What you get
One row per PDF, across entities.
A blank cell means that document doesn't print that value.
| Source PDF | Entity | Vendor | Invoice No | Cost centre | Amount | Due |
|---|---|---|---|---|---|---|
| north-ap-8841.pdf | North Ops | Helix Components | 8841 | 4100-Facilities | 6,720.00 | 2026-09-30 |
| holdco-ap-221.pdf | HoldCo | Meridian Legal | 221 | 1,850.00 | 2026-10-14 | |
| eu-ap-1109.pdf | EU Sales | Atlas Freight | 1109 | 5200-Logistics | 940.25 | 2026-09-21 |
What you can rely on
- Blank cells, never guesses
- Checked before you download
- Source PDFs deleted after about an hour
- Failed files refunded automatically
- No subscription
Questions
Can several entities go in one workbook?
Yes. Add an Entity column if you want it on every row. Each PDF is still one row, whatever folder it came from.
Does this post into the ERP?
No. You download Excel and take it into the system you already use. Name cost centre or GL columns here if those headings help the import.
How is this different from the accountants page?
That page is written for a mixed client pack. This one is written for AP and AR files across entities. Both open the same converter on the same starting columns.
What if a PDF has no cost centre?
That cell stays empty. A blank is easier to catch in review than a guessed code.
Can layouts differ between vendors?
Yes. The field can sit in a different place on each PDF and still land under the heading you chose.
What happens to the PDFs afterwards?
They are deleted about an hour after the conversion. The privacy page sets out what is kept.