Documentation

Everything you need to know about using FlowDocs AI for invoice processing.

Getting Started

Welcome to FlowDocs AI! Getting started is quick and easy. Follow these simple steps to begin processing your invoices with AI.

Quick Start Guide

  1. Create an Account: Sign up for a free trial at our registration page. No credit card required.
  2. Verify Email: Check your inbox and verify your email address to activate your account.
  3. Upload Your First Invoice: Navigate to the dashboard and drag & drop your first invoice.
  4. Review Extracted Data: Our AI will process your invoice in seconds. Review the extracted data.
  5. Export or Integrate: Export to CSV/Excel or connect your favorite tools.

Uploading Documents

FlowDocs AI supports multiple file formats and offers flexible upload options for your convenience.

Supported Formats

PDF

Standard PDF documents

PNG

High-quality images

JPG/JPEG

Compressed images

Upload Methods

  • Drag & Drop: Simply drag files onto the upload area
  • File Browser: Click to browse and select files from your computer
  • Batch Upload: Upload up to 10 files at once (Pro plan and above)
  • API Upload: Programmatically upload via our REST API

Pro Tip: For best results, ensure your invoices are clearly scanned with good lighting and minimal skew.

AI Extraction

Our advanced AI engine automatically extracts key data from your invoices with 99%+ accuracy.

Extracted Fields

Invoice Number
Invoice Date
Due Date
Vendor Name
Vendor Address
Customer Name
Line Items
Quantities
Unit Prices
Subtotal
Tax Amount
Total Amount
Currency
Payment Terms
PO Number
Bank Details

Processing Time

Most invoices are processed in under 10 seconds. Complex multi-page invoices may take slightly longer. You'll see a real-time progress indicator during processing.

Reviewing Data

After extraction, you can review and edit the extracted data before exporting or syncing with your systems.

Review Features

  • Side-by-Side View: See the original document alongside extracted data
  • Confidence Scores: Each field shows an AI confidence percentage
  • Inline Editing: Click any field to edit directly
  • Validation Alerts: Automatic flagging of potential issues
  • History Tracking: View all changes made to extracted data

Exporting Data

Export your extracted invoice data in multiple formats to fit your workflow.

Export Formats

📊
CSV

Comma-separated values for spreadsheets

📗
Excel (.xlsx)

Native Excel format with formatting

🔧
JSON

Structured data for developers

📄
PDF Report

Formatted summary report

API Reference

Integrate FlowDocs AI directly into your applications with our RESTful API (available on Pro plan and above).

Authentication

All API requests require an API key passed in the header:

Authorization: Bearer YOUR_API_KEY

Endpoints

POST/api/v1/invoicesUpload and process an invoice
GET/api/v1/invoices/:idGet invoice details
GET/api/v1/invoicesList all invoices
DELETE/api/v1/invoices/:idDelete an invoice
GET/api/v1/invoices/:id/exportExport invoice data

Integrations

Connect FlowDocs AI with your favorite tools and automate your invoice workflow.

Available Integrations

QuickBooks
Xero
Zapier
Slack
Google Sheets
Microsoft Excel
Salesforce
SAP
Oracle NetSuite

Webhooks

Set up webhooks to receive real-time notifications when invoices are processed. Configure webhook URLs in your account settings.

Security

We take security seriously. Your data is protected with enterprise-grade security measures.

Encryption

AES-256 encryption at rest, TLS 1.3 in transit

SOC 2 Type II

Independently audited security controls

GDPR Compliant

Full compliance with EU data protection

SSO Support

Enterprise single sign-on (Enterprise plan)

2FA

Two-factor authentication for all accounts

Audit Logs

Complete activity logging and monitoring

Frequently Asked Questions

What file formats are supported?

We support PDF, PNG, JPG, and JPEG files. For best results, use high-quality scans or clear photos.

How accurate is the AI extraction?

Our AI achieves 99%+ accuracy on standard invoices. Complex or handwritten invoices may require manual review.

Can I process invoices in different languages?

Yes! FlowDocs AI supports invoices in over 50 languages including English, Spanish, French, German, Chinese, and more.

Is there a limit on file size?

Individual files can be up to 25MB. For larger files, contact our support team for assistance.

How long is data retained?

Data retention varies by plan: Starter (7 days), Pro (90 days), Enterprise (custom). You can delete data anytime.

Can I train the AI on my invoice formats?

Custom AI training is available on the Enterprise plan. Contact sales for more information.

Need More Help?

Our support team is here to assist you with any questions.

Contact SupportEmail Us