Invoice inbox
Turn invoice PDFs into Excel automatically
Point Harp at the folder where invoices already land, like Dropbox, Google Drive, Downloads, or a scanner inbox. Harp picks up each new file automatically and puts the important invoice data into Excel.
- Built for accounts payable, bookkeepers, and finance ops
- Works best on recurring supplier invoice formats
- Puts spreadsheet-ready invoice data into Excel instead of raw text
Who this page is for
- Bookkeepers managing supplier invoices for multiple clients
- Finance teams reconciling invoice data in Excel
- Operations teams cleaning invoice inboxes every week
- Founders still handling AP with spreadsheets and PDFs
Why this workflow matters
Built for teams still copying invoice rows by hand
If your process is email inbox to download PDF to type values into Excel, Harp removes the repetitive middle. Start with one invoice inbox and keep the spreadsheet your team already uses.
- Invoice numbers and due dates get typed manually
- Line items live in PDFs while reporting lives in Excel
- Month-end closes get delayed by document cleanup
- Different suppliers send slightly different formats
Common invoice columns
Before Harp
- Download invoice attachments one by one
- Open each PDF and copy vendor, date, total, tax, and line items
- Paste values into a spreadsheet and fix formatting issues
- Repeat for every invoice batch
After Harp
- Drop supplier invoices into one shared folder
- Let Harp pull the invoice columns automatically
- Review the finished workbook instead of typing every row
- Reuse the same saved setup on the next batch
What ends up in Excel
The output is designed for the sheet your team already uses for AP review, reconciliation, and reporting. Harp is strongest when the destination is a workbook, not another app.
Example Excel columns
Why Harp
Why teams use Harp for invoice workflows
Shared folders fit real AP work
Invoices already land in inboxes, synced folders, or scanner folders. Harp works with that reality instead of asking teams to rebuild the process.
Excel is the output, not an afterthought
Generic OCR tools stop at text or JSON. Harp is built to finish the job in a spreadsheet.
Saved setups compound on recurring suppliers
The more repeatable the invoice flow, the more value you get from choosing the columns once and reusing the saved setup.
Workflow FAQ
Questions buyers ask before trying this workflow
Can Harp extract invoice line items into Excel?
Yes. That is one of the main reasons to use Harp instead of generic OCR. It is designed for structured spreadsheet output, including row-based invoice data.
Does this work on mixed supplier invoice formats?
Yes, especially when you start with one invoice process and one reusable saved setup. The most repeatable supplier batches are the best place to begin.
Do I need to change our AP spreadsheet?
No. Harp is meant to fit an Excel-first workflow, not replace it.
Try Harp on your next invoice batch
Install the desktop app, set up one invoice inbox, and see what your spreadsheet looks like after the next batch lands.
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