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Scale — $999/mo
Finance & Accounting

Invoice Autopilot Bot

Scan and upload invoices in PDF format. AI extracts vendor name, amounts, dates, line items, and categories. Track payment status and generate financial summary reports.

Small businesses, accounting teams, and freelancers who need automated invoice processing.

No credit card required 2-minute setup 7-day free trial
Features

What's Included

PDF invoice parsing
OCR for scanned invoices
AI field extraction
Payment status tracking
Financial reports
How It Works

Three Simple Steps

01
1

Upload Invoice PDFs

Upload invoices in PDF format — scanned or digital. The AI reads and processes each one automatically.

02
2

AI Extracts All Fields

Vendor name, invoice number, date, due date, line items, amounts, tax, and total are extracted automatically. OCR handles scanned documents.

03
3

Track & Report

Track payment status (pending, paid, overdue), categorize expenses, and generate financial summary reports.

Use Cases

Who It's For

Small Business Owners

Stop manually entering invoice data. Upload PDFs and get structured, searchable invoice records instantly.

Accounting Teams

Process high volumes of vendor invoices efficiently. Auto-categorize expenses and track payment timelines.

Freelancers

Keep track of all your business expenses by uploading receipts and invoices. Generate reports at tax time.

See It In Action

Real-World Example

Here's exactly how a real user would use Invoices to get results — step by step.

Processing a Month's Worth of Invoices

It's month-end and you have 12 invoices from various vendors — software subscriptions, contractors, office supplies. Instead of manually entering each into a spreadsheet, upload them all at once.

1

Upload all 12 invoice PDFs

Select all 12 PDF files and upload in one batch. Mix of digital invoices (from SaaS vendors) and scanned paper invoices (from local suppliers).

All 12 invoices processed in about 90 seconds

2

Review extracted data

Each invoice now shows: vendor name, invoice #, date, due date, line items with quantities and prices, tax amount, and total. All auto-extracted.

11 of 12 extracted perfectly. 1 scanned invoice had a smudged line item — easy manual correction

3

Categorize expenses

The bot auto-suggests categories: 4 invoices → 'Software/SaaS', 3 → 'Contractor Services', 2 → 'Office Supplies', 2 → 'Marketing', 1 → 'Utilities'. Adjust as needed.

Total payable this month: $14,350. Breakdown by category ready for bookkeeping.

4

Track payment status

Mark 5 invoices as 'Paid' (auto-pay subscriptions), leave 7 as 'Pending'. Set up alerts for the 3 invoices due within 7 days.

Dashboard shows: $8,200 paid, $6,150 pending, $3,400 due this week

The Result

12 invoices processed, categorized, and payment-tracked in under 5 minutes. Month-end reconciliation that used to take 2 hours of manual data entry is now a quick review.

Documentation

Tips, Best Practices & FAQ

Everything you need to get the most out of Invoices — from pro tips to common questions.

Pro Tips

Upload invoices as soon as you receive them. The bot tracks due dates and can flag upcoming payments so nothing falls through the cracks.

Use consistent expense categories across all invoices for clean financial reporting at month-end and tax time.

Spot-check the first few invoice extractions to verify accuracy. If a vendor uses an unusual format, the AI learns from your corrections.

Export structured invoice data to your accounting software instead of re-keying everything manually.

Good to Know

Scanned invoices with poor image quality, heavy crumpling, or faded text may have reduced extraction accuracy.

Handwritten invoices are generally not supported — the bot works best with typed/printed documents.

Very unusual invoice layouts may occasionally misplace a field. Always verify extracted data for high-value invoices.

Currently processes PDF files only. Photo uploads (JPG/PNG) of invoices are on the roadmap.

Usage Cost

Each invoice processed costs approximately $0.05-0.15 depending on page count. A typical business processing 20-50 invoices/month spends $1-7.

Pipeline Integration

When an overdue invoice is detected, automatically trigger an Email Campaign to send a payment reminder to the vendor, or alert your accounts payable team.

Common Questions

Can it handle invoices in different languages?

Best results with English-language invoices. Other major languages (Spanish, French, German) work with reasonable accuracy. Numbers and dates are universally recognized.

Does it integrate with accounting software?

You can export structured data (CSV/JSON) and import into QuickBooks, Xero, or other accounting tools. Direct integrations are on the roadmap.

Get started with Invoices

Available on the scale plan starting at $999/mo. Try free for 7 days.

No credit card required. Cancel anytime.

FAQ

Frequently Asked Questions

Can it read scanned invoices?

Yes. OCR (Optical Character Recognition) is included. It handles scanned PDFs, photos of invoices, and digital PDFs equally well.

What fields are extracted?

Vendor name, invoice number, date, due date, line items with descriptions and amounts, tax, total, and payment terms.

Does it support multiple currencies?

Yes. The AI detects currency from the invoice and records it correctly. You can set a default currency for reporting.