Short, practical guides on getting data out of PDF invoices and into your accounts.
Guides
How to extract VAT from invoice PDFs into Excel: How to get net, VAT and gross totals out of PDF invoices into Excel, what a UK VAT invoice shows, and how to check the numbers before you import them.
How to convert an invoice PDF to CSV: Turn PDF invoices into CSV with supplier, dates, line items and VAT. When CSV is better than Excel, what to check, and how to import it into accounting software.
How to speed up purchase invoice data entry: A practical routine for bookkeepers and small finance teams to cut manual purchase invoice entry: collect, extract, review, import, and keep the records HMRC expects.
Invoice data extraction for UK accountants: what to test before you rely on it: OCR, templates or AI? How invoice data extraction works, what to test before you rely on it, and the limits to expect with scans and unusual layouts.