A LITTLE GUIDANCE

From paperwork to spreadsheet.

1. Give your invoices a home

Create a project for a job, property, client or month. Pick a name you will recognise. You can rename or archive it later.

2. Add one file, or a whole batch

Click Add invoices and select your files, or drag them into your project. Start with PDFs, JPEGs, PNGs or WebP images. Each file can be up to 50 MB; PDFs can be up to 20 pages. Password-protected PDFs need to be unlocked before uploading. Processing continues if you close the browser after the upload finishes.

3. Give the details a look

Open a row to see its details and original document. Double-click a table cell to edit it. Missing values and figures that do not add up are flagged for review. Never treat extraction as a guarantee that an invoice is correct.

4. Export what you need

Use search, column filters or selection to choose invoices. Export downloads an Excel workbook with invoice and line-item sheets. CSV is available from the table toolbar. Different currencies remain separate.

If something goes wrong

Open Your uploads to see each file’s progress. A failed file does not stop the others. Try a clear PDF or image if a file cannot be read. Reprocessing keeps your manual corrections. If a newer extraction changes the invoice split, the existing rows are preserved for review.

Get help

Email support@invoicestospreadsheets.com. To report a wrongly-read invoice, open it and choose Report extraction issue: the message carries the invoice and workspace identifiers so support can look at that exact file. Your edits are kept as the record of what the original says; there is no separate rating step.

Trial and billing

The trial lasts seven days and includes 50 documents. Failed documents do not count. You can still read and export your data afterwards. The workspace owner can choose a plan or manage an existing subscription under Settings & billing.

Keyboard and recovery

Use Ctrl or ⌘ + U to select files. Press Escape to close panels. Deleted invoices move to the project’s trash and can be restored. Your original files are not immediately erased when a row is moved to trash.

Questions people ask

What file types can I upload, and how big can they be?

PDF, JPEG, PNG, WebP, HEIC/HEIF, TIFF, BMP, Word (.docx/.odt) and Excel (.xlsx/.ods) files, plus .eml emails with an invoice attached. Each file can be up to 50 MB; PDFs up to 20 pages.

My PDF is password protected — will it upload?

No. Password-protected PDFs are refused with a clear message asking you to save an unlocked copy first, then upload that. This is a limit of automated reading, not something the product tries to work around.

How accurate is the extraction — can I trust it without checking?

Treat it as a fast first read, not a guarantee. A value the model cannot read confidently, or figures that do not add up, are flagged for review rather than guessed. Every extracted value sits beside the original document so you can check it, and corrections are kept with a history.

Can I try it without creating an account?

Yes — the free single-invoice converter at /tools/invoice-to-excel needs no sign-up. For ongoing use across many invoices, a workspace keeps your projects, corrections and exports together.

What happens when my trial ends?

The trial lasts seven days and includes 50 documents (failed documents do not count against it). You can still read and export everything already in your workspace afterwards — only new document processing needs a plan.

Do I get individual line items, not just the invoice total?

Yes. Export includes a line-items sheet alongside the invoices sheet, with each row (description, quantity, unit price, tax, total) linked back to its invoice.

Does it post to Xero, QuickBooks or my accounting software?

No — it exports a clean Excel workbook or CSV that you or your bookkeeper import, rather than posting directly into accounting software. Original files can be included so nothing is separated from its source.

What if I delete an invoice by mistake?

It moves to the project’s trash, not straight to permanent deletion, and can be restored from there at any time — there is no time limit on restoring it.

Try one invoice free, without an account · How to convert a folder of invoices

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