PDF → structured XML
Convert statements, invoices and receipts into XML your ERP can consume. Line items nested under their invoice, tax broken out from the total, and currency conversion already applied — with the rate and its date included so the number can be audited.
- An Excel file where the amounts are numbers you can sum — not text that looks like numbers.
- A category on every row, and foreign spend converted at the rate on the day you spent it.
- Or the file your software wants: OFX, a Xero or QuickBooks CSV, UBL XML for an ERP.
The PDF your bank sends
NORTHBANK PLC
Statement · 01–31 March 2026 · GBP
03/03/26SALARY - ACME LTD4,250.00
04/03/26RENT - MARCH1,200.00
05/03/26TESCO STORES 447187.35
07/03/26SHELL FUEL LONDON62.10
11/03/26AWS EMEA214.88
22/03/26VODAFONE LTD42.00
The Excel you get back
| Date | Description | Category | GBP | EUR |
|---|---|---|---|---|
| 2026-03-03 | SALARY - ACME LTD | Salary | +4,250.00 | 4,875.60 |
| 2026-03-04 | RENT - MARCH | Rent | −1,200.00 | 1,378.56 |
| 2026-03-05 | TESCO STORES 4471 | Groceries | −87.35 | 100.46 |
| 2026-03-07 | SHELL FUEL LONDON | Fuel | −62.10 | 71.63 |
| 2026-03-11 | AWS EMEA | Software | −214.88 | 248.81 |
| 2026-03-22 | VODAFONE LTD | Telecoms | −42.00 | 48.59 |
Category filled in for you. EUR converted at the rate on each transaction's own date — not today's.
Drop a PDF — statement, invoice or receipt
PDF · photo · iPhone HEIC · scan · zip · Word — mix them freely, no sign-up to try
Free to try, no sign-up. Pay $9 for a batch, or sign in for 10 free pages.
How it works
- 1
Drop the documents
A folder of invoices, a stack of receipts, a year of statements.
- 2
It structures them
Not a flat dump of text — an invoice with its line items underneath it, where they belong.
- 3
Map it once
A stable schema an integrator can map in an afternoon and never touch again.
Nested, not flattened
An invoice's line items sit inside the invoice, not in a second file joined by a number you have to trust. The structure the document had is the structure you get.
Tax broken out
Subtotal, tax rate, tax amount and total, each in their own element. An ERP that has to infer VAT from a total is an ERP that will infer it wrong.
Auditable conversion
A converted amount carries the rate used and the date it was published. A number in a ledger that nobody can check is a number nobody should book.
Questions people ask
- 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 a 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.