Use cases
What people ask, and what they get back.
Finance and operations
One invoice into a spreadsheet
> Can you get the data out of this invoice? I need it in a spreadsheet.
Your assistant reads all four pages, finds the summary on page 1 and the line items and totals on later pages, and asks one question: everything, totals only, or line items only. It then writes the CSV and saves the rules for next time.
billingNumber,documentDate,total,lineItems.productName,lineItems.charges
G096613727,2025-06-09,15.37,Microsoft Teams Phone Standard,10.90
G096613727,2025-06-09,15.37,Microsoft Teams Calling Plan pay-as-you-go,2.70Finance and operations
The same document, next month
> New invoice came in. Same as last time please.
The engine recognises the document, applies the saved rules, and writes the file in the same columns as last time. Nothing is authored and nothing is asked.
Done. invoice-2025-07.csv has the July invoice: 2 line items,
subtotal 13.60, tax 1.77, total 15.37 CAD. Same columns as June.Finance and operations
All your software bills in one sheet
> This folder has all my software bills from different companies. Can I get one spreadsheet of everything: vendor, what it was for, dates, amounts, so I can see what we are spending?
A survey groups nine PDFs from four vendors by layout. Each layout gets its own rules. A batch run merges every line into one CSV with a vendor column and a currency column. Amounts in CAD and USD are never added together.
sourceFile,templateId,vendor,invoiceNumber,invoiceDate,currency,description,amount
MICROSOFT_2025-06-09.pdf,microsoft-invoice,Microsoft,G096613727,2025-06-09,CAD,Microsoft Teams Phone Standard,10.90
NESPRESSO_2025-06-19.pdf,nespresso-invoice,Nespresso,174971019,2025-06-19,CAD,VER-Melozio,25.80
PAYPRO_GLOBAL_2025-08-01.pdf,paypro-invoice,PayPro Global,37298521,2025-08-01,USD,Metalama Professional,85.00Operations and IT
Exactly the fields your bookkeeping tool imports
> Our bookkeeping tool imports JSON. For these two PDFs I need: vendor, invoice number, invoice date, currency, pre-tax amount, tax, total. One JSON file per invoice is fine.
The requested fields become the output shape: nothing extra, nothing missing. Amounts come out as numbers, not text with a currency suffix. Where a document never prints its currency, the assistant says what it inferred and why.
{
"vendor": "PayPro Global, Inc.",
"invoiceNumber": "37298521",
"invoiceDate": "2025-08-01",
"currency": "USD",
"preTaxAmount": 85.00,
"tax": 11.05,
"total": 96.05
}Finance and operations
One running spreadsheet, month after month
> I want to start keeping one running spreadsheet of all my Microsoft charges. Start it with the invoices in this folder.
> July’s invoice arrived. Add it to my spreadsheet.
> I can’t remember if I already gave you the July invoice. Make sure it’s in the spreadsheet, but don’t double anything up.
The ledger records which PDFs it already holds. The second request adds July’s rows and leaves June’s untouched. The third changes nothing, and says so. The ledger is never rebuilt from scratch and never duplicated.
July’s invoice was already in charges-ledger.csv, so I left the file as it was:
3 invoices, 6 line items, nothing added and nothing duplicated.Finance and operations
Invoices in, receipts out
> Pull the Replit invoices into a spreadsheet. I need the monthly amounts.
The folder holds five invoices and five receipts for the same charges, differing only by a label. The rules match invoices and refuse receipts, so each charge appears once. The assistant states that the receipts were recognised and left out.
replit-invoices.csv has the 5 invoices, Sep to Dec 2025, one row each
with the amount due in USD. The 5 receipts in the folder are for the same
charges, so I left them out.Roadmap
Document types without a verified run yet
| Document type | Who asks |
|---|---|
| Bank and credit card statements | Personal finance, bookkeepers |
| Government and regulatory forms | Compliance teams |
| Recurring reports | Analysts |
| PDF attachments arriving by email | Any business |
| Delivery into accounting systems and ERPs | Enterprise |
| Purchase orders | Procurement teams |
Try it on one of your own invoices.
Three commands to install. How it works explains what happens in between.