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BillX - Invoice to Spreadsheet

BillX - Invoice to Spreadsheet

Extract & Convert Invoice PDFs

Extract invoice data from PDFs into Excel, CSV, and XML on Mac. Advanced OCR technology handles varied invoice layouts. On-device processing with a free tier available.

Your Files Stay Local No Data Collection Free Tier Mac App Store
Download on the Mac App Store
Finance macOS

Privacy & Security

Your files are processed on your device. No uploads, no tracking, no accounts required.

On-device OCR extraction

Your original invoice PDFs are read and parsed locally on your Mac using on-device OCR. Source PDFs are never uploaded anywhere.

Encrypted cloud formatting

Extracted text is briefly sent to an isolated cloud formatter for structuring, then immediately discarded. No invoice data is stored on servers.

No persistent server storage

The cloud formatting pipeline processes data in real time and discards it immediately. No financial data is retained after the structured output is returned.

Review before you export

Inspect the original PDF, extracted fields, and export table side by side. Nothing leaves your control until you decide to export.

Features

Smart Invoice Extraction
Automatically extracts invoice numbers, dates, vendor details, line items, totals, taxes, discounts, and payment terms from any PDF invoice.
Workspace Organization
Organize invoices by client, company, department, or project. Keep each workflow's invoices and exports cleanly separated.
Line Item Parsing
Captures full line-item detail including quantities, unit prices, SKUs, and descriptions — not just invoice totals.
Side-by-Side Review
View the original PDF, extracted data, and export table simultaneously. Verify and correct before exporting.
Multi-Format Export
Export to CSV, Excel (XLSX), XML, or TSV. Choose which columns appear in your export table.
Currency Standardization
Standardize currencies across vendors and clients for consistent reporting and easier reconciliation.

How It Works

1

Step 1

Drop one or many invoice PDFs into BillX. On-device OCR extracts text locally on your Mac.

2

Step 2

Encrypted text is briefly sent to an isolated cloud formatter that structures invoice fields and line items.

3

Step 3

Inspect the original PDF alongside extracted data. Verify fields, correct any details, and choose your export columns.

4

Step 4

Save as CSV, Excel, XML, or TSV. Your source PDFs stay private on your Mac — always.

Use Cases

Accounts payable processing
Extract structured data from vendor invoices and export to spreadsheets for AP workflows, approval tracking, and payment scheduling.
Monthly bookkeeping and closing
Process batches of invoices at month-end, export clean transaction tables, and import directly into accounting software.
Contractor and vendor management
Organize invoices by vendor workspace, track payment history, and maintain structured records for audits and tax preparation.

Compatible Sources & Providers

Works with all major email clients, cloud services, and data sources.

Freelancer and contractor invoices

Extract structured data from varied freelancer invoice formats — hourly rates, project fees, expense reimbursements — into consistent spreadsheet rows.

SaaS and software vendors

Parse subscription invoices from software providers with line items for licenses, seats, usage overages, and prorated charges.

Manufacturing and supply chain

Handle purchase orders and invoices with complex line items including quantities, unit prices, SKUs, shipping, and multi-line descriptions.

Professional services firms

Process invoices from law firms, consultancies, and agencies that include hourly breakdowns, retainer fees, and expense pass-throughs.

International and multi-currency vendors

Detect and standardize currencies across invoices from vendors in different countries with automatic number and date format handling.

How It Compares

Dext (formerly Receipt Bank)

Typical use

Cloud-based platform for extracting data from receipts and invoices, primarily aimed at accountants using Xero or QuickBooks. Pricing starts around $24/month for small volumes.

Great Apps advantage

BillX runs on your Mac with on-device OCR, so original invoices never leave your computer. No mandatory cloud subscription or accounting software lock-in. Export to any spreadsheet format you need.

Adobe Acrobat Export

Typical use

Adobe's PDF-to-Excel export works for general documents but treats invoices as generic tables, losing field structure like invoice numbers, vendor names, and line-item relationships.

Great Apps advantage

BillX understands invoice structure. It extracts named fields (invoice number, vendor, totals, line items) rather than dumping raw tables — producing data that's ready for accounting workflows without manual cleanup.

Manual data entry

Typical use

Many teams still type invoice data into spreadsheets by hand, especially when dealing with varied vendor formats that generic tools can't parse reliably.

Great Apps advantage

BillX extracts structured data in seconds and lets you review before export. It eliminates transcription errors, saves hours of repetitive work, and scales to hundreds of invoices per month.

What Users Say

★★★★★

“We process invoices from over 40 vendors each month. BillX cut our data entry time by 80% and the workspace feature keeps everything organized by client.”

Accounts Payable Manager
★★★★★

“The side-by-side review is what sold me. I can see the original PDF right next to the extracted data and catch any issues before exporting to our accounting system.”

Senior Bookkeeper
★★★★★

“Finally an invoice tool that understands line items. We get quantities, unit prices, and SKUs — not just totals. It saves us hours during month-end close.”

Finance Operations Lead

Frequently Asked Questions

What invoice fields does BillX extract?

BillX extracts invoice number, date, due date, vendor name, customer details, subtotals, taxes, discounts, totals, currencies, payment terms, and full line items including quantities, unit prices, SKUs, and descriptions.

Can it handle invoices from different vendors with different layouts?

Yes. BillX uses intelligent extraction technology that adapts to different invoice formats automatically. It works with invoices from freelancers, agencies, SaaS companies, manufacturers, and any vendor that sends PDF invoices.

What output formats are available?

You can export to CSV, Excel (XLSX), XML, and TSV. You choose which columns appear in your export and can preview the table before saving.

Is my invoice data sent to external servers?

Your original PDF invoices stay on your Mac. On-device OCR extracts the text locally. The extracted text is briefly sent to an isolated cloud formatter for structuring, then immediately discarded. No invoice data is stored on servers.

Can I organize invoices by client or project?

Yes. BillX includes a workspace system that lets you organize invoices by client, company, department, or any workflow. Each workspace keeps its invoices and exports separate.

How many invoices can I process?

The free tier includes 12 invoices per month. Paid plans range from 80 invoices/month (Personal) to 1,400 invoices/month (Scale). Unused quota does not roll over.

Can I review extracted data before exporting?

Yes. BillX is designed around verification. You can view the original PDF, the extracted fields, and the export table side by side, making corrections before you export.

How does this compare to manual data entry?

Manual invoice entry is slow, error-prone, and doesn't scale. BillX extracts structured data in seconds with consistent formatting, saving hours of repetitive work each month for bookkeepers and finance teams.

Ready to get started?

Download BillX - Invoice to Spreadsheet from the Mac App Store.

Download on the Mac App Store