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Invoice pilot for bookkeepers and AP teams

Invoice PDFs, ready for your spreadsheet.

Extract vendors, invoice dates, totals, and line items into an Excel workbook. Start with simple invoices, review the output against the source, and measure how much manual entry your team can remove.

PDF → XLSX

invoice records in a downloadable workbook

Your fields

save a reusable extraction template

250 free

monthly extractions for evaluation, no card required

$29/mo

Starter: 1,000 extractions, 3 seats, 10 templates

How a typical AP workflow runs

From source invoice to a reviewed workbook.

The first pilot uses simple, single-page PDFs with selectable text. Compare the extracted fields with your source before posting anything to your accounting system.

01

Drop the invoice

Upload a public or redacted sample invoice. Choose Excel output and the fields your workflow needs.

02

Extract the records

Ordalis processes the document and builds a workbook with the extracted records and conversion metadata.

03

Check the source

Open Review all fields from the conversion. Compare values beside the PDF, select or draw a source box, and confirm corrections before approving the record.

04

Download to Excel

Download the reviewed XLSX after approval. Your original extraction stays available. Use your existing accounting import process after checking the records.

A practical first evaluation

Prove the fit on ten invoices.

Bring representative layouts

Choose ten public or redacted invoices from the vendor layouts you handle most often. Include varied dates, tax amounts, and line-item counts.

Define the expected records

Write down the fields and line items you expect before converting. That makes missing values and corrections visible.

Save your template

Infer a template from an example file, review the field names, and reuse it for similar invoices.

Measure the work saved

Compare manual entry time with extraction plus review time. Include corrections rather than measuring upload speed alone.

Keep review in the workflow

Check the downloaded workbook before relying on it. Extraction can omit or misread fields, especially on unfamiliar layouts.

Start with Free

Free includes 250 extractions per month and one template. Starter is $29 per month with 1,000 extractions, ten templates, and three seats.

Pilot scope: non-regulated business invoices

Start with public or redacted invoices. Healthcare records, regulated banking data, long PDFs, scanned documents, and complex financial workbooks need a separate qualification before this pilot can cover them.

Trust posture →

Try the invoices your team actually handles.

Evaluate ten simple invoices, review the workbook, and decide whether the workflow fits. Start free or ask for help setting up your first template.

Evaluate freeRequest an assisted pilot