AI Invoice Extraction — How It Works

Stop typing invoices.
Let AI do the data entry.

Upload or email your invoices, let AI extract every field, review the results, and export to your accounting software — in 4 simple steps.

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1

Email or upload your invoices

Upload PDFs via drag-and-drop or forward invoices to your dedicated DocOtto email address. Both methods land in the same processing queue.

Drop PDF invoices here or click to upload
invoices@yourcompany.docotto.com
Processing Queue
PDF invoice-2847.pdf Queued
PDF supplier-oct-statement.pdf Queued
FW: Invoice #9102 Via email
PDF acme-corp-inv-3301.pdf Queued
2
Next: AI extracts the data
2

AI extracts your data

AI extracts vendor info, invoice numbers, dates, line items, amounts, tax, and totals. Confidence scoring flags anything that needs a second look.

PDF invoice-2847.pdf
Vendor
Invoice #
Amount
Date
Line Items
Confidence
92%
3
Next: Review your batch
3

Review your batch

Side-by-side view: original document on one side, extracted fields on the other. Verify, correct, and approve — all in one screen.

Original Document
Extracted Fields
Vendor
Acme Supply Co.
Invoice #
INV-2847
Date
02/15/2026
Total
$4,285.00
Approve
4
Next: Export for import
4

Download for import

Export in the format your accounting software needs. Supports QuickBooks Online, QuickBooks Desktop (IIF), Xero, Sage, and generic CSV.

Export Format
QuickBooks Online
.csv format for QBO import
QuickBooks Desktop
.iif format for desktop import
Xero
.csv format for Xero import
Sage
.csv format for Sage import
Generic CSV
Universal comma-separated format
D
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