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    Invoice, Receipt, and Statement Extraction

    Extract financial data from documents and refill your accounting systems automatically.

    Finance teams spend hours manually entering data from bank statements, vendor invoices, and expense receipts. 1DocExtract automates this process — extracting structured financial data and pushing it directly into QuickBooks, NetSuite, Xero, and other accounting platforms.

    How It Works

    Accounting Document Workflows

    See exactly how each document type flows through our extraction pipeline — from arrival to structured data to your systems.

    Bank Statements

    Monthly statements, transaction histories, account summaries

    1
    Document Arrives
    Bank Statements
    2
    AI Extracts
    Transactionsbalancesaccount numbers+3 more
    3
    Auto-Refills Into
    QuickBooksXero+3 more

    Vendor Invoices

    Supplier invoices, purchase orders, bills, credit memos

    1
    Document Arrives
    Vendor Invoices
    2
    AI Extracts
    Vendor nameamountdue date+3 more
    3
    Auto-Refills Into
    AP automation toolsERP systems+2 more

    Expense Receipts

    Receipt images, expense documentation, credit card statements

    1
    Document Arrives
    Expense Receipts
    2
    AI Extracts
    Datemerchantamount+3 more
    3
    Auto-Refills Into
    ExpensifyConcur+3 more

    Tax Forms

    W-2s, 1099s, K-1s, tax schedules, 1040s, corporate returns

    1
    Document Arrives
    Tax Forms
    2
    AI Extracts
    Incomepayer infotaxes withheld+2 more
    3
    Auto-Refills Into
    Tax prep platformsCCH+2 more

    Financial Statements

    Balance sheets, P&L statements, cash flow statements

    1
    Document Arrives
    Financial Statements
    2
    AI Extracts
    Account balancesrevenueexpenses+3 more
    3
    Auto-Refills Into
    Financial analysis toolsconsolidation systems+1 more

    Payroll Reports

    Payroll registers, tax deposits, benefits summaries

    1
    Document Arrives
    Payroll Reports
    2
    AI Extracts
    Gross paydeductionstaxes+2 more
    3
    Auto-Refills Into
    GL postingpayroll reconciliation+1 more

    Loan Documents

    Loan agreements, amortization schedules, payment confirmations

    1
    Document Arrives
    Loan Documents
    2
    AI Extracts
    Principalinterest ratespayment amounts+2 more
    3
    Auto-Refills Into
    Debt tracking systemsfinancial projections+1 more

    Audit Workpapers

    Supporting schedules, confirmations, reconciliations

    1
    Document Arrives
    Audit Workpapers
    2
    AI Extracts
    Account detailsvariancessupporting evidence+1 more
    3
    Auto-Refills Into
    Audit management platformsworking paper systems+1 more

    Supported Document Types

    PDFs
    Scanned Documents
    Email Attachments
    Digital Forms

    Output Formats

    Excel / CSV
    JSON
    API / Webhooks
    Direct System Refill

    Tell us your document type

    We'll build a custom extraction workflow for your finance operations.