DocumentIQ

Invoice to Excel

Convert invoices to Excel

Stop retyping supplier invoices. Upload the PDFs or scans and get an Excel workbook with the vendor, date, number, tax and total for each one, and a sheet of every line item.

Tap to choose invoices and receipts

PDFs or photos, as many as you like at once · or choose files

What you get

  1. Upload your invoices and receipts, as PDFs or photos, and pay $2.99 for up to 10 pages. We check every total before your files are ready.
  2. A Documents sheet with one row per invoice: type, date, due date, number, vendor, VAT or tax number, customer, category, currency, subtotal, tax and total.
  3. A Line items sheet with every line from every invoice: description, quantity, unit price, amount and tax rate.
  4. Amounts are real numbers and dates are real dates, so you can sum, filter and pivot straight away.

Multi-page invoices are joined into one row. Invoices in different currencies keep their own currency.

Every format, one payment

Each conversion includes an Excel workbook with a Documents sheet, a Line items sheet and a verification sheet, plus a CSV with one row per document.

Receipts to Excel →Invoice to CSV →

How we know every total is right

Every invoice and receipt already contains its own check: the line items, tax and charges it lists must add up to the total it prints. We read them all, then do the sum on every document.

30 line items
$1,601.50
+Sales tax
$140.13
=Total ✓
$1,741.63

From a sample two-page invoice: every line, plus tax, lands exactly on the printed total.

  1. 1Every document on its own

    Line items must add up to the subtotal, and the subtotal with discounts, shipping, tips and tax must make the total. VAT-inclusive receipts are handled too.

  2. 2One slip breaks the sum

    A missed line, a misread digit or a wrong total all make a document stop adding up, so we know, and so do you.

  3. 3If one doesn’t add up

    We re-read those pages. If a document still doesn’t add up, we show you which one, and you choose: keep the files, or a full refund. No choice within 24 hours means a refund.

What it proves: every amount on a document agrees with its printed total, and no line is missing or doubled. What it can’t: vendor names, dates and categories aren’t part of the sum. They’re read from the page and shown to you before you download. A receipt that prints only a total has nothing to cross-check, so it’s marked “Total only”.