Frequently Asked Questions

Find answers to common questions about PDF Invoice Reader

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General Features Canadian Tax Pricing Security Support Getting Started Data & Export

General Questions

What is PDF Invoice Reader?

PDF Invoice Reader is an AI-powered tool that automatically extracts data from PDF invoices and receipts, specifically designed for Canadian businesses. It handles GST/HST/PST extraction, categorizes expenses, and integrates with popular accounting software.

Who is PDF Invoice Reader for?

Our tool is perfect for Canadian businesses of all sizes, including freelancers, contractors, small businesses, bookkeepers, and accounting firms who want to automate their invoice processing and ensure tax compliance.

How does it work?

Simply upload your PDF invoices or forward them via email. Our AI extracts all relevant data including vendor information, line items, taxes, and totals. You review the extracted data and sync it to your accounting software with one click.

What makes it different from other invoice processors?

PDF Invoice Reader is built specifically for Canadian businesses with native support for GST/HST/PST, provincial tax rules, Canadian vendor recognition, and integration with Canadian versions of accounting software.

Features & Functionality

What types of documents can it process?

We process PDF invoices, receipts, bills, statements, purchase orders, and credit notes. Both single and multi-page documents are supported.

How accurate is the data extraction?

Our AI achieves 99.2% accuracy on Canadian invoices. The system learns from corrections and improves over time for your specific vendors.

Can it handle French invoices?

Yes, we fully support bilingual invoices common in Canada, including those entirely in French.

Can I process invoices in bulk?

Yes, you can upload up to 100 invoices at once for batch processing, perfect for month-end or catching up on backlog.

Is there a mobile app?

No mobile app at this time.

Canadian Tax Support

Which Canadian taxes does it recognize?

We automatically detect and extract GST, HST, PST, and QST, handling all provincial variations and tax combinations.

How does it handle Input Tax Credits (ITCs)?

The system automatically flags expenses eligible for ITCs and maintains proper documentation for CRA requirements.

Does it support Quebec's QST?

Full support for Quebec's GST/QST system, including proper calculation and reporting requirements.

What about interprovincial transactions?

We handle place of supply rules and help identify when self-assessment may be required.

Pricing & Plans

How much does it cost?

We offer a Free plan (5 invoices), Basic ($9.99/month for 150 invoices), Pro ($19.99/month for 350 invoices), and Unlimited ($39.00/month for unlimited invoices).

Is there a free trial?

Yes, you get 5 free extractions to try the service. No credit card required.

Can I change plans anytime?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle.

Do you offer discounts for annual billing?

Yes, annual plans receive a 20% discount compared to monthly billing.

Security & Privacy

Is my data secure?

We use bank-level 256-bit encryption for all data transmission and storage. Our servers are hosted in secure Canadian data centers.

Where is my data stored?

All data is stored in Canada, ensuring compliance with Canadian privacy laws and regulations.

Are you PIPEDA compliant?

Yes, we fully comply with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).

Do you sell or share data?

Never. We do not sell, share, or use your data for any purpose other than providing our service to you.

Support

What support is available?

All plans include email support. Pro and Unlimited plans add priority support with faster response times.

What are your support hours?

Support is available Monday-Friday, 9 AM - 6 PM EST/PST. Email support typically responds within 2-4 hours.

Can you help with migration?

Yes, we provide free migration assistance if you're switching from another invoice processing tool.

Integrations

Which accounting software does it integrate with?

We provide CSV exports (Excel‑compatible) for import into QuickBooks, Xero, Wave, and other systems. No direct integrations.

How does QuickBooks integration work?

We provide CSV exports compatible with QuickBooks import workflows. No direct accounting integrations yet.

Is there an API available?

No public API yet. Contact support if you’re interested in future API access.

Getting Started

How do I get started?

Sign up for a free account (no credit card required), upload your first invoice PDF, review the extracted data, and export to CSV. The whole process takes under 2 minutes.

What file formats are supported?

We support PDF files and images (PNG, JPG) up to 10MB. For best results, use clear PDF invoices with readable text.

How long does extraction take?

Most invoices are processed in 5-10 seconds. Batch uploads are processed sequentially, taking about 5-10 seconds per invoice.

Can I edit extracted data?

Yes, you can review and edit any extracted fields before exporting to ensure 100% accuracy.

Data & Export

What data fields are extracted?

Invoice number, date, vendor name/address, line items, subtotal, all tax amounts (GST/HST/PST/QST), total amount, and payment terms.

How long is my data retained?

Extracted data is retained for up to 2 years for your reference and re-export. You can export historical data anytime.

Can I export by date range?

Yes, export by custom date ranges, quarters (Q1-Q4), calendar year, or fiscal year. All exports are sorted chronologically.

What happens if I upload the same invoice twice?

Our system automatically detects duplicate invoices based on invoice number and vendor name. When you export to CSV, duplicates are clearly marked in a "Duplicate Status" column, showing you which invoices appear multiple times.

How can I handle duplicates in my CSV exports?

When exporting, you have three options for handling duplicates:
• Mark duplicates only: All invoices are exported with a status column showing which are duplicates
• Keep first occurrence: Only the first instance of each duplicate is exported
• Keep latest occurrence: Only the most recent upload of each duplicate is exported

How does the system identify duplicate invoices?

Duplicates are identified by matching both the invoice number and vendor name. This ensures that Invoice #123 from Vendor A is recognized as different from Invoice #123 from Vendor B.

What if I accidentally upload the same invoice multiple times during testing?

No problem! The duplicate detection system will identify all instances. You can choose to export only unique invoices using the "Keep first occurrence" option, or review all uploads with duplicates marked to manually clean your data.

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