Paperwork to spreadsheet
Upload a batch of invoices, receipts, delivery notes or completed forms, as PDFs or photos. The tool reads each one and turns it into rows in a spreadsheet, or a file your accounts software can import. Anything it isn't sure about is flagged for a person to check.
We build this to order for each business. Here's how it would work and what we'd need from you. Get in touch and we'll scope it with you first.
How it works
Upload the paperwork
PDFs, scans or phone photos, one at a time or in a batch.
Each document is read
Supplier, dates, line items, amounts and references are picked out.
Totals are checked
The software checks that line items add up to the total and flags anything that doesn't.
Download or import
A spreadsheet, or a file ready to import into your accounts software.
An example
What you upload
What you get
One spreadsheet row per line item: supplier, invoice number, date, description, amount and VAT, with three invoices flagged because the totals didn't match.
Used for
- Supplier invoices and receipts
- Delivery notes and timesheets
- Completed paper forms and checklists
- Old records you want in a spreadsheet
A good fit if
- Someone types figures from paperwork into a spreadsheet
- You handle dozens of documents a month
- Mistakes in typed-up figures cause problems later
What we'll need from you
- A sample of real documents, with sensitive details removed if you prefer
- The spreadsheet or import format you need
Other services
Document generator
Fill in a short form and get a finished, branded document with your prices and details exactly right.
Inbox assistant
Sorts incoming emails by what they need, pulls out the details, and drafts replies for your team to check and send.
Payroll preparation
Collects timesheets, overtime and holiday, flags anything unusual, and prepares the file for the payroll software you already use.
Reports and summaries
Weekly numbers, job notes or customer feedback, pulled together into a short report your team will actually read.
Could this work for your business?
Send us an example of what you do today and we'll show you what the paperwork to spreadsheet would look like for you.