Stop typing invoices by hand.
Upload or email your invoices. AI extracts the data. You verify, then export to QuickBooks, Xero, or CSV in minutes, not hours. Enterprise grade invoice extraction tools for small and medium businesses.
AI-powered accuracy
Powered by AI to read and understand invoice layouts, for unparalleled extraction results, even from vendors you have never processed before.
Multi-format export
Export verified invoices as CSV, QuickBooks IIF, or Xero-compatible files, ready to import into your accounting system.
Email intake
Forward invoices to your dedicated DocOtto address. They appear in your queue automatically, ready for extraction.
How it works
Upload or email invoices
Upload invoice PDFs directly or forward them to your dedicated DocOtto email address. Both methods land in the same queue.
AI extracts the fields
DocOtto reads each invoice and extracts vendor name, invoice number, date, due date, line items, tax, and total, automatically.
Review and verify
Check the extracted data side by side with the original invoice. Correct any fields before marking the invoice as verified.
Manage vendors
DocOtto learns your vendors over time. Match new invoices to existing vendors or create new ones as they come in.
Export for accounting
Generate import-ready files in CSV, QuickBooks, or Xero format. Select invoices individually or export in bulk.
Track and search
Search invoices by vendor, date, amount, or status. See processing stats and monthly totals on your dashboard.
What gets extracted
Frequently Asked Questions
What types of invoices can DocOtto extract?
DocOtto extracts data from PDF invoices, including vendor name, invoice number, date, line items, totals, and tax amounts.
Which accounting systems does it export to?
DocOtto generates import-ready files compatible with QuickBooks, Xero, and other accounting systems that accept CSV imports.
Can I review extracted data before exporting?
Yes. Every extraction goes through a verification step where you can review and correct fields before generating the export file.
Is my financial data secure?
All data is encrypted in transit and at rest. Invoice data is only accessible to authorized users in your organization.
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