01 / THE DOCUMENT
Turn freight invoice PDFs into reviewable Excel data.
For freight businesses manually entering carrier invoices into spreadsheets. Start with the document you already have.
See how it worksEarly pilot. The demo uses synthetic data.
Sample Freight Co
- Invoice
- SYN-1001
- Consignment
- SYN-CN-2048
- Subtotal + tax
- A$100.00 + A$10.00
- Total to review
- A$115.00
02 / FIND THE DETAILS
The details come into focus.
Supplier, shipment reference and charges. Extracted fields stay connected to the source, ready for a human to check.
03 / GIVE DATA STRUCTURE
From a page. Into place.
The invoice details become structured fields. Missing values stay missing, ready for review rather than guesswork.
04 / KEEP THE FINAL SAY
One total needs a second look.
A$100.00 plus A$10.00 does not equal A$115.00. In this illustration, a reviewer checks the source and corrects the total to A$110.00.
05 / APPROVE, THEN EXPORT
Checked by you. Ready for Excel.
Only explicitly approved values move into the workbook. The demonstration uses eight agreed columns.
06 / START WITH A PILOT
Your invoices.
A focused pilot.
Start with a small set of your historical invoices and one agreed Excel template. Scope and pricing follow a short scoping discussion.
THE REVIEWED RESULT / SYNTHETIC DATA
| Invoice | Reference | Currency | Total |
|---|---|---|---|
| SYN-1001 | SYN-CN-2048 | AUD | 110.00 |
The A$115.00 mismatch is illustrative. The downloadable sample PDF has a reconciled A$110.00 total.