DocFlow Lite helps bookkeepers and small businesses process invoice and receipt PDFs or images, review extracted fields, and export structured data to Excel or CSV.
Instead of uploading documents one by one, prompting an AI tool, and copying results manually, DocFlow Lite provides a repeatable desktop workflow.
Process invoice and receipt documents in PDF, JPG and PNG formats.
Extract vendor, invoice number, date, subtotal, tax, total and currency.
Results that may need attention can be surfaced for human review.
Turn reviewed document data into structured files for downstream work.
Built-in checks help identify arithmetic issues and possible duplicates.
Recovery features help protect ongoing document-processing sessions.
Keep repetitive processing in one Windows application.
Select the invoices and receipts you want to process.
DocFlow extracts the supported accounting fields.
Check extracted results and focus on documents needing attention.
Export the reviewed results to Excel or CSV.
During normal document processing, DocFlow Lite is designed to process source documents on your Windows PC rather than requiring you to upload each invoice to a hosted document-processing service.
We are looking for bookkeepers, accountants and small-business professionals who regularly process invoices or receipts and can provide anonymized workflow feedback.
Beta software. Extraction results may contain errors and should be reviewed before use in bookkeeping, accounting, tax, payment or other business decisions.