Excel Export
Pro Feature
Export your invoice data to Excel format with advanced features and comprehensive batch summaries
Multiple Worksheets
Organized data structure
Batch Summaries
Pro plan analytics
Formatted Data
Ready for analysis
Excel Workbook Structure
1
Batch Overview (Pro Plans)
Executive summary with key metrics and processing statistics
- Total invoices processed and success rates
- Financial summaries by currency
- Processing time and performance metrics
- Top vendors and transaction patterns
2
Invoice Details
Complete invoice data with all extracted fields
- Vendor information (name, address, tax ID)
- Invoice details (number, dates, amounts)
- Financial data in proper currency format
- Bank details and payment information
- Processing metadata and confidence scores
- BANVR verification results (Pro plans)
3
Line Items (Pro Plans)
Detailed line-by-line breakdown of invoice items
- Item descriptions and product codes
- Quantities, unit prices, and line totals
- Tax amounts and rates per line item
- Linked to parent invoice for easy analysis
4
BANVR Results (Pro Plans)
Bank account verification results for South African invoices
- Verification status (Verified, Unverified, Failed)
- Bank account validation messages
- Account holder name verification
- Risk assessment and compliance flags
5
Validation Issues (Pro Plans)
Detailed breakdown of any validation errors or warnings
- Failed invoices with specific error messages
- Mathematical inconsistencies detected
- Missing required fields identified
- Suggested corrections and recommendations
6
Enrichment Details (Pro Plans)
Information about AI enrichment and field completion
- Fields that were automatically enriched
- Enrichment strategies used by AI agents
- Confidence scores for enriched data
- Quality improvement metrics
Excel Export by Plan
Pro Plan
100 invoices/month
Full Excel Export
- 6 comprehensive worksheets
- Batch summaries and analytics
- Line item extraction
- BANVR verification results
Developer Plan
200 invoices/month
Pro + API Access
- All Pro features
- Programmatic Excel export via API
- Custom export formatting
- Automated export workflows
How to Export to Excel
Single Invoice Export
- 1Navigate to the invoice details page
- 2Click the "Export" button
- 3Select "Excel" format from the dropdown
- 4Download starts automatically
Batch Export
- 1Go to History tab and find your batch
- 2Click the export button for the batch
- 3Select "Excel" format
- 4Get comprehensive workbook with 6 worksheets
Technical Details
File Format
- .xlsx format (Excel 2007+)
- Compatible with Excel, Google Sheets, LibreOffice
- Proper data types (numbers, dates, text)
- Currency formatting preserved
Data Processing
- Monetary values converted from cents to currency
- Dates formatted in Excel-compatible format
- Headers and column naming optimized
- Data validation and cleanup applied