Document templates

Extract assets, liabilities, and equity lines with totals from balance sheets of any layout.

Turn bank and credit card statements into structured balances and transactions for reconciliation.

Extract vendor bills for accounts payable and send them to QuickBooks Bill or Xero as ACCPAY.

Extract BOL number, shipper, consignee, routing, and cargo lines for import/export and inventory receipt.

Extract operating, investing, and financing activity lines with net change in cash.

Extract payee, amount, date, and bank details from checks and check stubs.

Extract customs value, HS codes, exporter/importer, and line items from trade commercial invoices.

Extract cardholder, balances, minimum payment, and transactions from credit card statements.

Extract credit memo number, original invoice reference, line items, and credit totals for AP and AR adjustments.

Extract delivery note number, PO reference, shipper, carrier, and line quantities for AP matching.

Extract supplier and customer VAT IDs, line items, and tax breakdown from EU VAT invoices.

Capture paid expenses and purchases for QuickBooks Purchase or Xero bank transactions.

Extract Spanish Facturae 3.2 invoice fields from electronic invoices.

Extract Italian FatturaPA invoice fields for SDI-compliant documents.

Extract gross payment amounts from IRS Form 1099-K payment card reporting.

Extract payer, recipient, and Box 1 compensation from IRS Form 1099-NEC.

Extract wages, withholdings, and employer details from IRS Form W-2.

Extract beneficiary identity and treaty claims from IRS Form W-8BEN.

Extract entity status, GIIN, and chapter classifications from IRS Form W-8BEN-E.

Extract taxpayer name, classification, and TIN from IRS Form W-9 for vendor onboarding.

Extract carrier charges, BOL references, routing, and freight totals for landed-cost and AP freight.

Extract revenue, expenses, and net income lines from P&L statements for financial reporting.

Pull vendor, dates, totals, and invoice numbers from PDF or DOCX invoices and send them straight to your spreadsheet.

Parse multi-line debit and credit journals and send balanced entries to QuickBooks.

Extract package counts, SKUs, HS codes, and weights from packing lists for inventory and customs.

Extract payout totals and transaction rows from Stripe, PayPal, or Square reports.

Extract EN 16931 business terms from PEPPOL BIS billing documents.

Read PO numbers, suppliers, line items, and totals from purchase orders to keep procurement in sync.

Capture merchant, date, tax, and total from receipts for expense tracking and reimbursement.

Extract payer, payee, payment reference, and invoices paid from remittance advice.

Extract seller, buyer, line items, and totals from outbound sales invoices for AR workflows.

Extract cash or card sales receipts and post them as QuickBooks SalesReceipt records.

Extract equity component movements, dividends, and net income attributable across the reporting period.

Extract account codes, names, and debit/credit balances from trial balance reports.

Extract UAE PINT-AE e-invoice fields including TRN, TIN, and VAT breakdown.

Extract usage, charges, and amount due from electricity, water, and gas utility bills.

Extract XRechnung fields including Leitweg-ID from German e-invoices.

Extract hybrid e-invoice fields from ZUGFeRD and Factur-X PDF documents.