Invoice data extraction for fractional CFOs
Fractional CFOs use InvoiceJet to get clean, verified invoice data across several client businesses without doing the data entry themselves. Each client's invoices carry an entity tag, due dates come off every document, and clean invoices auto-verify so your time goes to advice, not keying. When a number is questioned, click-to-source shows exactly where on the invoice it came from.
What slows you down
- Serving several clients at once, each with its own pile of invoices and no clean data underneath.
- Books arrive late or half-entered, so cash flow calls are made on stale numbers.
- Due dates are buried in inboxes, so you cannot see what a client owes and when.
- You were hired to advise, but the week fills up with data entry someone has to do first.
How InvoiceJet helps
Clean data without the keying
Two independent models must agree and the math must check out before a field is marked high confidence, so verified invoice data reaches you without hours of manual entry. Uncertain invoices queue with the evidence attached, so you only weigh in on the few that need a call.
Each client kept separate
Entity tags track and export invoices per client or per company, so one client's books never bleed into another's. Filtered exports give you a clean set to hand to each engagement.
Due dates you can actually see
Due dates are read off every invoice and overdue items are tracked, so you have the payment timing that feeds a cash flow view and days payable outstanding. A Monday cash-needs digest shows what is due that week per client.
Numbers that hold up in an advisory meeting
Click any extracted value and the exact text is highlighted on the original invoice, so a questioned figure is settled in one click. The Invoice AI chat answers questions like which vendors a client spends the most with and cites the invoices behind the answer.
How it works for you
- 1
Route each client's invoices in
Give every client a private email forwarding address, or push their invoices in over the REST API. Batch PDFs are split into one record per invoice automatically.
- 2
Let verification do the first pass
Clean invoices auto-verify with two models in agreement and the math checked. Uncertain ones queue with per-field confidence and the source citation, so your review is short.
- 3
Tag and track by client
Entity tags keep each client's records separate, and due dates plus overdue tracking give you the payment timing behind cash flow and days payable outstanding.
- 4
Export or hand off clean books
Export verified data as CSV or JSON filtered by client, or push it out over signed webhooks and the REST API into the accounting tool each client uses.
Common questions
Can I keep several clients' books separate in one place?
Yes. Entity tags track and export invoices per client or per company, so each engagement stays clean and you can hand off one client's data without touching another's.
Does InvoiceJet calculate days payable outstanding for me?
No, it does not compute the ratio. It gives you clean, verified invoice data with due dates and overdue tracking, which is the payment timing you need to track days payable outstanding yourself.
How does the data get into each client's accounting tool?
Export CSV or JSON filtered by entity tag, or use the REST API and signed webhooks to push verified invoices into your workflow. There is no direct accounting integration, so the flow is export and import, or API.
See it work
The interactive demo on the home page replays a real extraction.
Keep reading
Turn your next invoice into verified data
Free for 10 invoices a month, no card. Every field carries a confidence level and cites its source.