okraPDF for accounting & bookkeeping
Stop typing invoice totals into Sheets. PDFs in, typed rows out, your existing GL untouched.
Pre-built parsers for this industry
- Invoice — Turn PDF invoices into structured rows with vendor, totals, and line items.
- Receipt — Merchant, payment method, tax, and itemized totals from photos or PDFs.
- Bank statement — Every transaction with date, payee, amount, and balance — even on scanned PDFs.
- W-9 — Legal name, TIN, entity type, address, and signature pulled into vendor records.
How teams use okraPDF here
AP automation
- Vendor emails an invoice PDF
- okraPDF extracts vendor, totals, line items, due date
- Row drops into your AP queue or directly to QuickBooks via Zapier
- Approver reviews exceptions only — clean rows pass through
Expense reporting
- Employee snaps a receipt photo
- okraPDF extracts merchant, items, total, tax
- Row lands in the expense report Sheet with category pre-filled
Bank reconciliation
- Drop bank statement PDFs in a watched Drive folder
- okraPDF extracts every transaction with running balance
- Match against GL entries — exceptions flagged for review
Other industries
- Logistics & shipping — BoLs, packing slips, POs — extracted, tracked, paid on time.
- Legal services — Contracts, court filings, redactions — searchable, citable, safe.
- Real estate & title — Closing docs, insurance, title work — typed, indexed, archived.
