Resources & Documentation
Everything you need to master invoice data extraction and save hours on data entry
Start Free Trial →✨ 5 free extractions • No credit card required
📌 At a Glance
- Quick Start: Get up and running in under 5 minutes with our step-by-step guides
- Canadian Focus: Specialized guides for GST/HST/PST extraction and ITC tracking
- Integration Ready: Export to CSV for QuickBooks, Sage, and other accounting software
- Best Practices: Learn proven techniques to maximize accuracy and efficiency
🚀 Getting Started
Create Your Account
- Sign up with email or Google
- No credit card required
- 5 free extractions included
- Instant access to all features
- Secure Canadian data hosting
Upload Your First Invoice
- Drag & drop or click to upload
- Supports PDF, PNG, JPG formats
- Up to 10MB file size
- Batch upload multiple files
- Mobile-friendly upload
Export Your Data
- CSV format (Excel-compatible)
- QuickBooks-ready formatting
- Custom date ranges
- Quarterly & annual exports
- 2 years historical data
🍁 Canadian Tax Extraction Guide
Federal GST (5%)
- Automatic GST detection
- GST number validation
- Zero-rated supplies handling
- Input Tax Credit (ITC) tracking
- GST/HST filing support
Provincial HST (13-15%)
- Ontario HST (13%)
- Nova Scotia HST (15%)
- New Brunswick HST (15%)
- Newfoundland HST (15%)
- PEI HST (15%)
Provincial PST Rates
- BC PST (7%)
- Saskatchewan PST (6%)
- Manitoba PST (7%)
- Quebec QST (9.975%)
- Multi-province handling
💡 Tax Extraction Tips
- Clear Invoices: Ensure tax amounts are clearly visible on the invoice
- Tax Numbers: Include vendor GST/HST numbers for validation
- Line Items: Separate taxable and non-taxable items
- Verification: Always review extracted tax amounts before export
💼 QuickBooks Integration
Export Setup
- Select date range for export
- Choose CSV format
- Include all tax columns
- Download to your computer
- Ready for QuickBooks import
Import Process
- Open QuickBooks Desktop/Online
- Navigate to File > Import
- Select "Bills" or "Expenses"
- Map CSV columns to QB fields
- Review and confirm import
Field Mapping
- Invoice # → Bill Number
- Vendor → Supplier Name
- Date → Transaction Date
- Total → Amount Due
- GST/HST → Sales Tax
⚡ Batch Processing Mastery
Upload Strategy
- Select up to 10MB of files
- Mix PDFs and images
- Drag multiple files at once
- Sequential processing queue
- Progress tracking display
Review Process
- Check each extraction
- Flag duplicates automatically
- Edit incorrect fields
- Verify tax calculations
- Approve for export
Bulk Export
- Export all at once
- Filter by date range
- Sort chronologically
- Include/exclude fields
- Single CSV output
✨ Best Practices
Invoice Preparation
- Quality: 300 DPI minimum scan
- Format: PDF preferred over images
- Clarity: Unfolded, flat documents
- Complete: All corners visible
- Readable: Clear text, no shadows
- Orientation: Right-side up
Data Validation
- Totals: Verify sum matches invoice
- Taxes: Check GST/HST/PST amounts
- Vendor: Confirm name & address
- Date: Verify invoice date
- Number: Check invoice number
- Items: Review line descriptions
Workflow Optimization
- Naming: YYYY-MM-DD-Vendor-InvNum
- Batching: Process weekly/monthly
- Categories: Tag by expense type
- Export: Regular scheduled exports
- Backup: Download CSV archives
- Review: Monthly reconciliation
🔧 Troubleshooting
Extraction Issues
- Poor quality scan: Re-scan at 300+ DPI
- Missing data: Check if text is selectable
- Wrong amounts: Verify decimal points
- Tax not detected: Ensure tax line visible
- Duplicate detection: Check invoice numbers
Export Problems
- CSV not opening: Use Excel import wizard
- Missing columns: Check export settings
- Date format: Adjust regional settings
- Character encoding: UTF-8 recommended
- Import errors: Verify field mapping
Performance Tips
- File size: Keep under 2MB per file
- Batch size: 10-20 files optimal
- Browser: Chrome/Edge recommended
- Connection: Stable internet required
- Processing: Allow 5-10 seconds/invoice
📊 Export Formats & Integration
CSV Export Fields
- Invoice Number
- Invoice Date
- Vendor Name
- Subtotal Amount
- GST/HST/PST Amounts
- Total Amount
- Line Item Details
- Payment Terms
Compatible Software
- QuickBooks Desktop/Online
- Sage 50/300
- Simply Accounting
- Xero
- Wave Accounting
- Microsoft Excel
- Google Sheets
- Custom ERP systems
Export Options
- Date range selection
- Quarterly exports (Q1-Q4)
- Annual summaries
- Fiscal year alignment
- Custom date ranges
- Vendor filtering
- Tax type filtering
- Chronological sorting
💰 Find Your Perfect Plan
Free Plan
- 5 invoices per month
- All extraction features
- CSV export
- Canadian tax support
- No credit card required
- Perfect for testing
$0/month
Pro Plan (Most Popular)
- 350 invoices per month
- Priority processing
- Batch uploads
- 2-year data retention
- Email support
- Perfect for SMBs
$19.99/month
Unlimited Plan
- Unlimited invoices
- Fastest processing
- Priority support
- API access (coming)
- Custom integrations
- Perfect for agencies
$39/month
Need More Help?
Can't find what you're looking for?