DocuOCR reads every invoice, statement, expense report and financial record your team handles and returns clean, structured data ready to post into QuickBooks, NetSuite, Xero or SAP, with no templates and no manual keying.
Built for US accounting and finance teams: classify a mixed batch, extract the fields you define, review anything uncertain, and export to your ERP or spreadsheet through one API.
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Drop in an invoice, statement or expense report and watch DocuOCR classify it, read it, and return the vendor, amounts and line items as named fields, free.
DocuOCR is financial document extraction software that reads any finance or accounting document and returns the vendor, amounts, dates, line items and account codes as structured data. It classifies a mixed batch of invoices, statements, expense reports and remittances, extracts the fields you define, routes low-confidence values to review, and exports to QuickBooks, NetSuite, Xero, SAP or a spreadsheet through one API. US accounting and finance teams use it to turn manual data entry and month-end close work into minutes of review.
Invoices typed line by line, expense reports re-keyed into the ERP, bank statements copied row by row at month-end. The accounting function carries a data-entry burden that delays the close, inflates cost per document, and pulls skilled people off analysis and onto retyping.
AP clerks open each invoice, read it, and type the vendor, date and every line item into the system, one document at a time, every day.
Three-way matching means opening the invoice, the purchase order and the goods receipt in three tabs and eye-checking them, then emailing about every discrepancy.
Statement reconciliation and expense coding pile up at month-end, so the books stay open for days while the team chases data instead of reviewing it.
Documents read and posted in seconds, not hours. Every field carries a confidence score and a full audit trail, so your team reviews exceptions instead of retyping everything.
From a single invoice to a mixed batch of statements and expense reports, DocuOCR reads the full range of finance and accounting documents and returns clean fields, with no templates and no per-type configuration.
DocuOCR reads vendor name and address, invoice number, PO reference, issue and due dates, payment terms, line items with suggested account codes, subtotal, tax and total, from any vendor layout, with no template to build.
PO number, vendor, ordered items, quantities, unit prices and delivery dates, ready for three-way matching against the invoice and receipt.
Merchant, date, amount, currency, payment method and category, read in bulk from paper receipts, phone photos and digital PDFs.
Every transaction row with date, description, debit, credit and running balance, structured and ready to reconcile.
Remittance advice, check amounts, payer and invoice references extracted for accurate cash application and ledger offset.
Balance sheets, profit and loss statements and trial balances parsed into line-level figures for analysis and reporting.
Need a single document type? Use the focused invoice OCR and bank statement OCR tools, read tax documents with tax document processing software, or let DocuOCR sort a mixed finance batch with document classification.
DocuOCR slots into your existing accounting stack with no rip-and-replace. Send documents in by email, API or upload and get structured, reviewable data back in seconds.
Documents arrive by email, portal, scan or API upload. DocuOCR ingests PDFs, TIFFs and photos, scanned or digital, single or multi-page.
Models identify the document type, such as an invoice, statement, expense report or tax form, then extract every defined field with a confidence score per field.
Extracted data is checked against open POs and receipts. Matched documents advance automatically; mismatches and low-confidence fields route to a focused review queue.
Approved documents push directly to QuickBooks, NetSuite, Xero or SAP through the API, or export as a structured CSV or JSON batch for upload.
No custom middleware and no per-vendor setup. DocuOCR outputs structured data matched to the import schema of the major ERP and accounting platforms, or delivers raw JSON for your own integration layer.
{
"document_type": "ap_invoice",
"status": "completed",
"confidence": 0.991,
"fields": {
"vendor": "Meridian Office Inc",
"invoice_number": "INV-2026-4471",
"po_reference": "PO-88120",
"issue_date": "2026-05-12",
"due_date": "2026-06-11",
"currency": "USD",
"subtotal": 13000.00,
"tax": 1320.00,
"total": 14320.00
},
"line_items": [
{ "description": "Ergonomic desk chairs",
"qty": 12,
"unit_price": 750.00,
"gl_code_suggested": "6500-Equipment" }
],
"po_match_status": "matched"
}Finance operations face real scrutiny from internal and external auditors. DocuOCR provides the logging, access controls and segregation of duties that a controlled accounting environment requires.
Request a security packEvery document, extracted field, reviewer action and ERP post is timestamped and stored, tamper-evident and exportable for your auditors.
Separate roles for clerks, reviewers and approvers, with role-based access so the person who submits cannot also approve.
Independently audited security, availability and confidentiality controls, with documentation available for your InfoSec and procurement review.
TLS 1.3 in transit and AES-256 at rest. Documents are never shared and are never used to train models.
Source documents can be purged automatically after extraction completes, so there is no residual financial data and no retention liability.
Enterprise identity through your existing IdP, with automatic provisioning and de-provisioning across your finance team.
Teams that process high volumes of finance documents and need the numbers as data, not as PDFs to open and retype one at a time.
Read supplier invoices into structured data, match them to open POs and receipts, and post to the ERP without keying every line.
Shorten the month-end close by automating statement reconciliation and expense coding, with a clean audit trail behind every figure.
Process client invoices, statements and receipts at volume across many entities, with per-client export to QuickBooks or Xero.
Pull line-level data out of statements and reports into structured form for analysis, budgeting and reporting.
Extract hundreds of data points from source documents in minutes, each linked back to the original file for review.
Embed document extraction through one REST API and return classified document types, named fields and line items to your own product.
Start extracting invoices, statements and expense reports into clean data today, or talk to our team about a pilot for your accounting stack.
Not answered here? Talk to our finance-solutions team directly.
Talk to our teamFinancial document extraction software uses OCR and AI to read finance and accounting documents and return their key values as structured fields instead of text someone has to retype. It pulls vendor names, invoice and account numbers, dates, amounts, line items and account codes from invoices, statements, expense reports and remittances, then exports them to QuickBooks, NetSuite, Xero, SAP or a spreadsheet so the data posts without manual keying.
Upload the documents, let the AI classify each one and read the fields it contains, review anything below your confidence threshold, then export. DocuOCR ingests PDFs, scans and photos by upload, email or API, identifies whether each file is an invoice, statement, expense report or tax form, extracts the relevant fields per type with a confidence score, and pushes the result to your accounting system or a CSV batch.
DocuOCR reads accounts payable invoices, purchase orders, expense reports and receipts, bank and credit card statements, remittance advice and checks, financial statements, and tax forms such as W-9 and 1099. It handles any vendor layout with no template to build, including scanned and photographed documents.
Yes. DocuOCR outputs structured JSON and standard CSV or XLSX matched to the import format of QuickBooks Online and Desktop, NetSuite, Xero, SAP S/4HANA and ECC, and Microsoft Dynamics. You can also pull raw JSON through the REST API and post it with your own integration layer.
Accuracy depends on document quality, but with the built-in review step finance teams reach effectively complete accuracy on the data they post. Every field carries a confidence score, and only values below your threshold route to a reviewer, so a clean digital invoice often passes straight through while a faded scan gets a quick human check.
Yes. DocuOCR combines OCR pre-processing with AI to read rotated, deskewed and low-resolution scans, faxes and phone photos of receipts and statements. Confidence scores surface the fields that need a human look so your team verifies the few uncertain values instead of re-keying the whole document.
DocuOCR holds SOC 2 Type II certification and provides an immutable audit log of every document, extracted field, reviewer action and export, with role-based access that keeps submitters separate from approvers. Data is encrypted in transit and at rest, US data handling is available, and documents can be purged automatically after extraction.
No. The AI reads a new vendor or document layout on the first document with no configuration. There is no per-vendor template to build or maintain, though you can optionally define a preferred field mapping for any recurring vendor.
Read a single invoice into vendor, amounts, dates and line items, one document at a time.
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Learn moreSort a mixed finance batch so the right extraction runs on every document.
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Learn moreThe engine behind classification, extraction, validation and export.
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