Invoice processing, done right
Upload, extract, review, and export invoices — with your whole team, in real time.
Capture
Bring invoices into the system quickly from files or inboxes.
Extract
Turn unstructured invoice files into usable accounting data.
Control
Reduce errors and keep finance workflows accountable.
Export
Move clean data into the tools your team already uses.
AI Extraction
Extract invoice data automatically
Upload any PDF or image invoice and Ledgix extracts vendor details, line items, totals, dates, and more — no templates, no manual entry.
- Vendor name, invoice number, dates, and totals
- Full line-item capture with quantities and unit prices
- Per-field confidence scores so you know what to trust
- Edit extracted fields inline before approving
Gmail Import
Pull invoices straight from Gmail
Connect your Google account and Ledgix scans your inbox for invoice attachments. Select what to import — no forwarding rules, no manual downloads.
- Searches Gmail for PDF and image attachments
- Preview attachments before importing
- One-click import into your invoice queue
- Secure OAuth — Ledgix never stores your password
Invoice for November
billing@stripe.com · 148 KB
AWS Invoice — Oct 2025
noreply@aws.amazon.com · 92 KB
Figma — Team Plan
invoices@figma.com · 64 KB
Duplicate Detection
Never pay the same invoice twice
Every upload is checked against your history using rule-based matching, fuzzy text comparison, embedding similarity, and AI verification — all combined into a single confidence score.
- Multi-signal scoring: rules, fuzzy, embeddings, and AI
- Catches near-duplicates even if the invoice number changes
- Score breakdown so you understand every decision
- Dismiss false positives without losing the audit trail
Duplicate Detected
94% confidence match with a previously uploaded invoice
Team Collaboration
Built for teams — not just solo users
Invite your team, assign roles, and keep invoice approval moving. Members upload, approvers review, and everyone stays in the loop.
- Four roles: Owner, Admin, Member, and Viewer
- Invite teammates by email with one click
- Dedicated approval queue for invoices pending review
- Rejection reasons tracked for every decision
Stripe Inc.
alice@company.com
AWS
bob@company.com
Figma
alice@company.com
Everything else you need
Packed with the day-to-day tools finance teams actually use.
Export in 5 formats
Download your invoices as CSV, Excel, PDF, QuickBooks IIF, or Xero-ready CSV — ready to import into your accounting software.
Side-by-side file preview
View the original PDF or image next to the extracted fields. Spot discrepancies and edit data without switching tabs.
Real-time status updates
Processing results, duplicate alerts, and approval decisions appear instantly via WebSocket — no page refresh needed.
On-demand processing
Control when AI extraction runs. Upload invoices now, process them later — or trigger it instantly in one click.
QuickBooks & Xero import
Export a correctly formatted IIF file for QuickBooks Desktop or a Xero-compatible CSV — no reformatting required.
Role-based access control
Viewers can browse, Members upload and edit, Admins manage the team, Owners control the workspace. The backend enforces all of it.
Complete Capability List
All major product features at a glance
This section gives buyers a quick scan of the app’s full capability set without forcing them to infer it from screenshots or long-form copy.
AI data extraction
Extract vendor names, invoice numbers, dates, totals, and line items from PDFs and images without manual typing.
Duplicate detection
Catch exact and fuzzy duplicates before approval using multi-signal matching and confidence scoring.
Gmail import
Connect Gmail with OAuth and import invoice attachments directly from the inbox without forwarding rules.
Approval workflow
Review, approve, reject, and track invoices in a shared approval queue with clear ownership.
Team roles
Invite teammates and control access with Owner, Admin, Member, and Viewer permissions.
Exports for accounting
Export invoice data to CSV, Excel, PDF, QuickBooks IIF, and Xero-ready CSV formats.
Side-by-side review
Compare the original invoice file with extracted fields and correct values before final approval.
Live processing updates
See uploads, processing results, duplicate alerts, and approval changes in real time.
Line-item capture
Capture structured table rows with quantities, unit prices, and subtotals instead of flat OCR text.
QuickBooks and Xero import
Generate accounting-friendly output so finance teams spend less time reformatting and re-entering data.
Exception visibility
See failed processing, low-confidence fields, and flagged duplicates before they become downstream issues.
Ready to cut the manual work?
Sign up free and start processing invoices today — no credit card required.