↳ documents · service
PDF, invoice & document data extraction — pulled, parsed, posted.
Stop retyping invoices, contracts and forms. We pull the data automatically — into Xero, your CRM, or a spreadsheet — with a draft entry for your approval.
Overview
Why automate this, exactly?
Manual data entry from PDFs, scanned receipts, supplier invoices, signed contracts and customer forms is one of the most expensive hidden costs in any small business. Typical loss is 4 to 12 hours per week per person who handles paperwork — and it's exactly the work nobody wants to do. Andlane builds AI-powered document extraction pipelines that read the documents, pull the relevant fields, and push them straight into your accounting software, CRM, or spreadsheets — with confidence scores so you only check the ones that matter. We handle structured PDFs (invoices, statements, forms) and unstructured ones (contracts, handwritten notes, scanned receipts) using modern AI models that have been good enough for production small-business use since 2024. Most clients see 90 percent-plus extraction accuracy after a one-week tuning period on their specific suppliers and document formats.
What we'll build
Four pieces that work together.
Each one is useful on its own. Stacked, they remove a category of work from your week entirely.
Supplier invoice → Xero / QuickBooks
Forwarded PDF gets line items extracted, VAT calculated, supplier matched against your records, and pushed as a draft entry in your accounting software. You approve in one click.
Contract → CRM
Signed contract PDFs dropped in a folder get parsed for key terms — parties, dates, amounts, renewal clauses, termination notice — and the data is pushed to your CRM as structured fields.
Receipt photo → expenses
Snap a receipt on your phone or forward an email confirmation. It lands in your expense system fully populated with vendor, amount, date, category, and VAT. Works with Expensify, Dext, or a custom Google Sheet.
Form data → database
Paper or PDF forms scanned and parsed into a database row, ready to action. We handle handwritten signatures, ticked boxes, and free-text fields with high reliability.
In practice
What it looks like in a real business.
Tools we plug into
Plays nice with the tools you already use.
If yours isn't on this list, ask — we can almost certainly work with it.
Common questions