← Receipts & Invoices

Invoice to Excel

Invoice to Excel converts supplier invoices into a formatted .xlsx workbook: a summary sheet with the invoice header data and a line-item sheet with every billed row. It's the version to pick when the output feeds bookkeeping or an approval workflow.

When to use it

Accounts payable, basically. If you enter vendor invoices into QuickBooks, Xero, or a spreadsheet ledger, this tool does the transcription. The workbook format matters here: approvers can read the summary sheet without scrolling through raw rows, and the numeric cells drop straight into accounting imports.

How to use it

1. Open Invoice to Excel and upload the invoice as a photo or PDF.
2. Wait for extraction, then review both sheets in the preview — summary first, then line items.
3. Download the .xlsx file. One invoice processed = one document of quota.

What the output looks like

Two sheets. Summary: supplier name and address, invoice number, issue and due dates, purchase order number if present, subtotal, tax/VAT, discounts, shipping, total, and payment terms. Line items: one row per billed line with description, quantity, unit price, and extended amount — all as real numbers.

Good to know

• Discounts and shipping lines are captured as their own rows so the total reconciles — check that the total matches the original before importing.
• VAT/GST invoices work the same as sales-tax invoices; tax labels are preserved as printed.
• If your accounting software imports Excel, map its columns once to this layout and reuse the mapping every month.
• Scanned PDFs extract better than phone photos of the same invoice — flatter, sharper, no perspective distortion.
• Staple holes, coffee stains, and fax headers near the edges can create phantom line items. Delete them in the workbook.

Open this tool