How to use Invoice to CSV
Accounts payable teams can route incoming vendor invoices straight into a spreadsheet without waiting on manual retyping. This preset keeps the file local, rotates skewed scans, and strips noise so the totals, due dates, and line items land in the right columns before you export the CSV back into your ERP. It also enforces consistent currency formatting and highlights any fields that look incomplete, giving reviewers a trustworthy starting point for approvals.
- Upload a PDF, scan, or phone photo of the invoice. Landscape and portrait layouts are both supported.
- Let the worker auto-deskew and threshold the page while the progress indicator updates in real time.
- Inspect the structured summary for supplier, invoice number, issue date, and totals. Adjust item descriptions if a brand name needs clarification.
- Export the CSV and attach it to your approval workflow or drop it into your accounting system for reconciliation.
If your vendor sends multi-page invoices, combine them into a single PDF first. The preset flattens each page locally so sensitive billing data never leaves your machine, and you can re-run the tool as needed for updates. After exporting, double-check tax rates and payment terms before sending the file downstream so finance stays in sync with vendor agreements.