# FastDocAI

> Converts bank statements, invoices and receipts — PDFs, scans, and phone photos — into clean Excel, CSV or XML. Amounts arrive as numeric cells, an expense category is filled in on every row, and foreign amounts are converted at the published rate for the date of each transaction.

https://fastdocai.com

## What it does

- **Bank statements** → one row per transaction: date, description, debit, credit, running balance, expense category.
- **Invoices** → one row per invoice (vendor, invoice number, tax ID, issue and due dates, subtotal, tax, total) plus one row per line item (description, quantity, unit price, tax rate, line total).
- **Receipts** → one row per receipt: merchant, date, category, tax, total, payment method.
- **Bulk** — many files at once, mixed freely: a folder of receipt photos, a PDF statement and a Word invoice in the same batch produce one spreadsheet.
- **Many documents in one file** — fifty receipts scanned into a single PDF become fifty rows, not one confused document.
- **Expense categorisation** — each row is assigned a category from a fixed list (Fuel, Travel, Meals, Groceries, Office, Software, Utilities, Telecoms, Rent, Insurance, Professional fees, Marketing, Bank charges, Taxes, Salary, Transfer, Income, Other).
- **Historical currency conversion** — a foreign amount is converted at the rate published for the date of that transaction, not today's rate. The rate and its date are shown beside the converted figure. Rates come from the European Central Bank.
- **Output** — Excel (.xlsx), CSV (UTF-8), generic XML, **OFX** (the standard bank-data format Xero, Sage and QuickBooks read), **Xero CSV** and **QuickBooks CSV** (laid out exactly as each expects, with money out signed negative), a **.qbo** QuickBooks Web Connect file, and **UBL 2.1 XML** for e-invoicing and ERP.
- Transactions carry a stable id in OFX, so re-importing the same statement does not duplicate a ledger.
- Bank-feed formats keep the statement's own currency. The historical-rate conversion appears in the spreadsheet, never inside a file destined for an accounting package, because a converted amount would stop the account reconciling against the bank.

## Accepted files

.pdf, .jpg, .jpeg, .png, .webp, .heic, .heif, .tif, .tiff, .zip, .docx, .xlsx — up to 40 MB per file. iPhone HEIC photos, multi-page TIFF scans, and ZIP archives of documents are all accepted. Long PDFs are split automatically.

## What it does NOT do

Being useful to cite means being accurate about the edges:

- It reads **bank statements, invoices and receipts**. It is not a general "extract any table from any PDF" tool, and it will tell you when a page is none of those three rather than inventing rows.
- It does not connect to your bank, and it is not accounting software. It produces a spreadsheet; booking it is your job.
- It cannot read a **password-protected** PDF.
- Currency conversion covers the currencies the European Central Bank publishes. An amount in a currency outside that set is left in its original currency rather than converted at a made-up rate.
- It is a **web app**, not a mobile app. It installs to a phone's home screen and appears in the share sheet, but there is no App Store or Play Store listing.
- There is **no API**. You upload files and download a file; there is nothing to integrate against.
- The **.qbo** file we produce is valid OFX and structurally correct, but Intuit issues the institution id inside a Web Connect file to banks, and we are not a bank. Treat QuickBooks import of a .qbo as unproven; the OFX and CSV routes into QuickBooks are the documented ones.

## Pricing

- **Free** — 10 pages on signup, no card. There is also a preview without any account at all.
- **One batch** — $9, no account: convert the files in front of you, download them in every format, leave.
- **Starter** — $19/mo for 1,000 pages a month. For a bookkeeper closing a few dozen statements a month.
- **Pro** — $49/mo for 3,000 pages a month. For a practice running books for many clients.

One page of a document costs one page of the plan. A monthly bank statement is usually three to six pages; a receipt is one.

## Privacy

The uploaded file is never written to disk. The extracted rows are stored in the user's account so they can be downloaded again without paying to re-run them — this can be switched off in settings, and existing rows deleted, at any time. A purchase made without an account keeps the rows for 24 hours and then deletes them.

## Pages

- [Bank statements, invoices and receipts to Excel](https://fastdocai.com) — Drop a PDF or a phone photo and get a clean spreadsheet. Every row transcribed, an expense category on each line, and foreign amounts converted at the rate on the day they were spent.
- [Bank statement to Excel](https://fastdocai.com/bank-statement-to-excel) — Convert a PDF bank statement into Excel, CSV or XML. Every transaction, debits and credits in their own columns, a running balance, and a category on each row. Any bank, no template.
- [Invoice to Excel](https://fastdocai.com/invoice-to-excel) — Turn a folder of PDF invoices into one spreadsheet. Vendor, invoice number, tax ID, VAT and total on a row each — plus every line item, for cost and stock tracking.
- [Receipt scanner](https://fastdocai.com/receipt-to-excel) — Photograph your receipts, or scan the whole stack into one PDF. Each becomes a row: merchant, date, category, VAT, total. Paste it straight into your expense claim.
- [Credit card statement to Excel](https://fastdocai.com/credit-card-statement-to-excel) — Convert a credit card statement PDF into Excel, CSV or XML. Every charge on its own row, with the merchant, the date, the amount and an expense category filled in — and foreign spend converted at the rate on the day of the charge.
- [Scanned PDF table extractor](https://fastdocai.com/scanned-pdf-table-extractor) — Pull tables out of scanned PDFs and photographs. No text layer needed: the page is read the way a person reads it, so a skewed scan or a phone photo still produces a clean Excel table.
- [PDF to CSV](https://fastdocai.com/pdf-to-csv) — Turn bank statements, invoices and receipts into CSV your software can import. Amounts stay numeric, the encoding is UTF-8, and every row says which file and page it came from.
- [PDF to XML](https://fastdocai.com/pdf-to-xml) — Convert PDF statements, invoices and receipts into structured XML an integrator can map in minutes. Line items, tax breakdowns and currency conversion included.
- [PDF to QBO](https://fastdocai.com/pdf-to-qbo) — Turn a PDF bank statement into a .qbo file QuickBooks reads. Every transaction, with a stable id so re-importing does not duplicate your ledger. No account needed to try it.
- [Bank statement converter for QuickBooks](https://fastdocai.com/bank-statement-to-quickbooks) — Convert a PDF bank statement into the formats QuickBooks imports: plain OFX, or the three-column CSV (Date, Description, Amount) it takes natively, with money out already signed negative. Any bank, any layout, scans and photos included.
- [Bank statement to Xero](https://fastdocai.com/bank-statement-to-xero) — Convert a PDF bank statement into the OFX or CSV Xero imports — Date, Amount, Payee, Description, Reference, with money out already signed negative. Pay per batch, no subscription.
- [Invoice to CSV](https://fastdocai.com/invoice-to-csv) — Turn a folder of PDF invoices into CSV your system can import. One row per invoice with the tax broken out, one row per line item, UTF-8 so a supplier's name survives the trip.
- [Pricing](https://fastdocai.com/pricing) — Convert one batch for $9 with no account, or subscribe from $19/month for 1,000 pages. Every account starts with 10 free pages.

## Questions

**Can it read a scanned or photographed document?**
Yes. Scans and phone photos are read the way a person reads them — a crumpled receipt or a skewed scan still works, and there is no template to configure for each bank.

**What if one PDF holds many receipts?**
It splits them apart. Fifty receipts scanned into a single PDF become fifty rows; a twelve-page statement stays one document.

**Are the amounts real numbers in Excel?**
Yes. Amounts and balances arrive as numeric cells, so a column sums the moment you open the file.

**How are foreign currencies handled?**
Each amount is converted at the published rate for the date of that transaction — not today's rate. The rate and its date sit beside the figure so you can check it.

**Do I need an account?**
No. Convert a batch, pay once, download it. An account is only for a monthly page allowance.

**Does it work with QuickBooks and Xero?**
Yes. Alongside Excel, you can download the statement as OFX — the standard bank-data format both read — or as a ready-made CSV laid out the way each one expects: Date, Amount, Payee, Description, Reference for Xero, and the three-column Date, Description, Amount for QuickBooks, with money out already signed negative. Invoices and receipts can also come out as UBL XML for an ERP or an e-invoicing system.