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AI extraction

Your document, understood. Your data, ready.

AI receipt and invoice data extraction reads the whole page, identifies what it is and turns every key bookkeeping detail into clean, structured data — with confidence on every field.

No templates Per-field confidence US + UK aware
Vision model · one pass
Vision-firstReads the whole document
10+ key fieldsDates, totals, tax and more
Field confidenceCertainty where it matters
US + UK awareSales tax, VAT and currency
One pass. Full understanding.

More than text recognition. Tallently understands the bookkeeping.

The model sees the document as a complete business record, then makes the same connected decisions a careful bookkeeper would.

01

Knows what it is

Receipt, purchase invoice, sales invoice, credit note or another business record.

Purchase invoiceCost
02

Knows where it belongs

Issuer and recipient are matched against your business profile, so direction is determined rather than guessed.

PPCBCSupplier → your business
03

Gets every useful field

Supplier, dates, references, subtotal, tax, total, currency and payment details arrive structured.

Total$438.2099%
Source and answer, side by side

Clean data you can verify at a glance.

The original never disappears behind the automation. Every extracted answer stays visibly connected to the document it came from.

Original attachedFrom capture through exportInline correctionsFix a field without reprocessingLearns from changesSupplier handling improves over time
Confidence, field by field

Automation without the black box.

A single document score can hide the important detail. Tallently shows certainty for every answer, so clear fields keep moving and only the real exception waits.

  • High confidence continuesClean documents never become busywork.
  • Uncertainty stays specificSee exactly which value needs attention.
  • Best answer pre-filledReview is a decision, never another form.
Built for the books you actually keep

Local tax logic. Global document formats.

Tallently keeps the original meaning of the document while preparing consistent data for your workflow.

US + UK

Sales tax and VAT aware

Local tax labels, business identifiers and document conventions are understood in context.

Multi-currency

Original and converted values

Keep the source currency and calculate the converted amount using the document date.

Bookkeeping-ready

Category and tax suggestions

Structured fields arrive with sensible accounting suggestions, ready for Review or automation.

Next in the workflow

Extracted. Now review only the exceptions.

High-confidence documents keep moving. Review holds only the field or decision that truly needs a human.

Explore Review
Extraction questions, answered

What happens between the page and the data.

No templates to train and no fields to map before the system can start helping.

Do I need to build extraction templates?

No. Tallently uses a vision model to understand the whole document, so there are no supplier templates, crop zones or field coordinates to maintain.

Which fields does Tallently extract?

Supplier, document and due dates, invoice and PO numbers, currency, subtotal, VAT or sales tax, total and payment method. Tallently also suggests the bookkeeping category and tax treatment.

What does per-field confidence mean?

Every extracted value carries its own confidence signal. A clear total can continue automatically even when one less-certain field needs a quick check.

Does extraction work for US and UK documents?

Yes. Tallently understands US sales tax and UK VAT conventions, local date formats, business identifiers and the currency shown on the source document.

What happens when the AI is unsure?

Only the blocking field or decision reaches Review. Tallently explains the issue and pre-fills its best answer, so resolving it is usually one click rather than another form.

From document to clean data

Leave the data entry to Tallently.

Send the paperwork you already have. Get structured, reviewable bookkeeping data back in seconds.

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