May 14, 2024
pdfAssistant for Accounting
Automate accounting PDFs — extract invoice data, batch-process, no code.
pdfAssistant
Use Cases · Accounting
pdfAssistant for Accounting
Invoices, receipts, bank statements, ledgers, expense reports — accounting teams process more PDFs in a week than most teams see in a year. pdfAssistant extracts line items, merges statements, and turns scanned ledgers into structured data so your team can close the books faster.
The Problem
Manual data entry from PDFs is killing your close cycle.
Every invoice, receipt, and statement that lands in accounting has to be opened, read, and rekeyed into your ledger or ERP. Multiply across hundreds of vendors, dozens of accounts, and a multi-day close, and the manual extraction work becomes the single biggest bottleneck — and the most common source of data-entry errors.
How pdfAssistant Solves It
Real accounting workflows, end to end.
Describe the task. pdfAssistant handles the document work.
Your Challenge
What You Tell pdfAssistant
What Happens
Invoice line-item extraction
"Extract vendor, invoice number, date, line items, and totals from each invoice into a spreadsheet."
AI extraction returns structured rows per invoice, ready to import into your ERP or accounting system.
Receipt batch processing
"Extract the merchant, date, amount, and category from these expense report receipts."
Receipts are parsed into a single expense table with categorization, including image-only receipts via OCR.
Monthly statement merging
"Merge all of January's bank statements into one combined PDF for our reconciliation file."
Statements are merged in date order with a generated cover page; output is a clean reconciliation artifact.
Scanned ledger digitization
"Run OCR on this scanned ledger and extract the transaction data."
OCR makes the PDF searchable and AI extraction pulls the transaction lines into structured form.
PDF/A for audit retention
"Convert all of last year's invoices to PDF/A for our audit archive."
Batch PDF/A conversion delivers archival-grade files that meet ISO-19005 retention requirements.
Vendor 1099 packet assembly
"Build a packet per vendor with their W-9, 1099, and supporting invoices."
Files are grouped by vendor and merged into a labeled packet per vendor, ready for year-end filing.
Three Ways to Work
Built for the way accounting teams operate.
The same engine, three modes — pick the one that fits the job.
Feature
AI Studio
Pull data from any invoice or receipt on the fly — just describe the fields you need.
Explore AI Studio →Feature
Workflows
Save your monthly close, AP processing, or expense workflow as a one-click pipeline the team reuses every cycle.
Explore Workflows →Feature
Batch Processing
Process thousands of invoices, receipts, or statements in a single batch run.
Explore Batch Processing →Security & Compliance
Built for documents you can't afford to leak.
SOC 2 Type II compliant. Zero retention. No model training on your data.
24-Hour File Deletion
Uploaded files are processed in encrypted storage and permanently deleted within 24 hours of task completion — not stored long-term.
pdfAssistant Doesn't Train On Your Data
pdfAssistant never uses your documents, prompts, or extracted metadata to train AI models.
Encrypted in Transit
All file payloads and tool calls use TLS 1.3 encryption end-to-end.
Developer Platform
Need Developer-Level Control?
pdfAssistant is built for teams that want AI-powered, no-code document automation. When your needs grow — dedicated API access, HIPAA-compliant infrastructure, on-premise deployment, or custom integration into your own applications — pdfRest is the developer platform built on the same enterprise-grade engine.
Cloud API
Full-featured REST API with production-ready endpoints for every PDF operation. Get started in minutes.
Learn more →Self-Hosted Container
Deploy pdfRest on your own infrastructure. Predictable flat-rate pricing with complete data control.
Learn more →On AWS
Host pdfRest in your own AWS VPC. CloudFormation deployment with full infrastructure ownership.
Learn more →FAQ
Questions, answered.
Common questions from teams in this industry.
How accurate is line-item extraction from invoices?+
AI extraction handles standard invoice formats with high accuracy and uses OCR for scanned files. Results are returned as structured data you can validate and import.
Can pdfAssistant handle invoices from hundreds of different vendors with different layouts?+
Yes. The AI reads each document on its own terms rather than relying on a fixed template, so it adapts to varied vendor layouts without per-vendor setup.
Does the output integrate with QuickBooks, NetSuite, or our ERP?+
Extraction returns structured rows (CSV/spreadsheet) ready to import into your accounting system or ERP.
Is this compliant for SOC 2 audit purposes?+
pdfAssistant is SOC 2 Type II compliant, with zero data retention and no model training on your documents.
Related Reading
Learn More
Deep dives, tutorials, and customer stories.
Coming Soon
Closing the books with AI extraction
How accounting teams cut close-cycle time in half.
Browse the blog →Coming Soon
Receipt batch processing for AP teams
From expense report inbox to structured data.
Browse the blog →Coming Soon
PDF/A for audit-ready retention
Why archival format matters for accounting records.
Browse the blog →Coming Soon
1099 season without the panic
Automate vendor packet assembly for year-end.
Browse the blog →Put pdfAssistant to work today.
Start Free — No Card Needed400 credits/month · No credit card required
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