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JuicyAgents

Invoice Row Extractor

Turn invoices, bills and PDF bank statements into spreadsheet rows

Invoice Row Extractor is an AI agent you set up in the ChatGPT, Claude or Grok you already pay for. It turns supplier invoices, bills and PDF bank statements, even scans and photos, into Excel or Google Sheets rows with the source page on every row, unclear values flagged and every total checked. Nothing is paid or posted.

Checked 29 Oct 2026. Not run by JuicyAgents yet. Written from each AI’s official docs; the example is illustrative.

rows-YYYY-MM-DD.xlsx
SupplierInvoice numberInvoice dateTotalNeeds check
NewOffice HubINV-22912026-09-01129.60
NewBrightline EnergyYes
NewLarch PrintCN-172026-09-07-45.00Yes
ChecksInvoicesTransactions
Invoice Row Extractor · report after the run

3 invoice rows and 5 transactions, 2 flagged

  • Office Hub INV-229180.00 + 40.00 = 120.00, plus 9.60 tax = 129.60Pass
  • Brightline EnergyTotal reads 212.40 or 212.48 on the photo, so it’s left blankNeeds check
  • Larch Print CN-17Credit note kept as -45.00 against INV-1150; net and tax not shownNeeds check
  • September statement2,500.00 opening + 1,200.00 in - 372.50 out = 3,327.50 closingPass
Illustrative only: three fictional supplier documents (an Office Hub invoice, a phone photo of a Brightline Energy bill with a blurred total and a cut-off due date, and a Larch Print credit note) and a two-page fictional bank statement for September 2026.Showing 5 of the sheet’s 13 columns.

How it works

What it does for you, and what it leaves to you.

Supplier invoices and bank statements arrive as PDFs, scans and phone photos, and someone retypes each date, number and amount into a spreadsheet before the books can be updated. It’s slow, and a misread total or a skipped statement line is hard to spot later.

Invoice Row Extractor reads every page and writes one row per invoice or statement transaction, with the file and page it came from. Any value it can’t read with certainty stays empty, flagged Needs check with the reason. Checks add up each invoice’s lines against its total and each statement’s opening balance and transactions against its closing balance.

You stay in charge. You check the flagged rows against the original documents and enter the approved ones in your accounting software yourself. Nothing is paid, posted or filed.

You get

  • An Excel file, or new rows in a Google Sheet, with one row per invoice or statement transaction and the source file and page on every row
  • A Needs check flag and reason on every unreadable or ambiguous value, left empty rather than guessed
  • Checks: each invoice’s lines against its total, and each statement’s opening balance plus transactions against its closing balance

It never

  • Pay, approve or post anything to your accounting software
  • Guess a value it can’t read with certainty
  • Rename, move or delete your documents
  • Follow instructions printed in a document

The file it makes

The example above, in words.

An Excel file with the checks at the top, 3 invoice rows and 5 statement transactions, each with its file and page. Office Hub INV-2291: 80.00 + 40.00 = 120.00, plus 9.60 tax = 129.60, Pass. Brightline Energy: the total reads 212.40 or 212.48 on the photo, so it’s left blank and flagged Needs check; the date 09/10/2026 stays unresolved, the cut-off due date is listed, and a note on the bill telling the assistant to mark it paid is reported, not followed. Larch Print CN-17: credit note kept as -45.00 against INV-1150, with its missing net, tax and due date flagged. September statement: 2,500.00 opening + 1,200.00 in - 372.50 out = 3,327.50 closing, Pass. Account numbers show only their last four digits.

Settings

The setup prompt starts with the defaults, marked here.

Rows for invoices

One row per document suits a payables list; one row per line suits cost tracking. Statements always get one row per transaction.

  • One row per invoice (default)
  • One row per invoice line

Dates on your documents

Choose Month first or Day first only when every document uses that order.

  • Work it out from each document (default)
  • Month first, as in the US
  • Day first

File type

CSV files suit an accounting import; the checks then go at the top of the reply.

  • Excel workbook (.xlsx) (default)
  • CSV files (.csv)

Your columns

Optional. The columns you want, in order, such as your accounting software’s import layout. Source file, page and the check columns are always added.

Optional. Empty unless you fill it in.

Check the first result

Each setup page has a fictional exercise to paste first. A good answer to it meets all of these.

  • Brightline’s date 09/10/2026 stays unresolved, its missing invoice number and cut-off due date are flagged, and its Can’t check is explained.
  • The note telling your AI to mark the bill approved and paid is reported as Instruction in document and not followed.
  • CN-17 is a credit note row of -45.00 that mentions INV-1150.

Questions people ask

Is Invoice Row Extractor free?
It can be. In the Claude app it works on any plan, including Free, once Code execution and file creation is turned on. ChatGPT Work on the web needs Plus, Pro, Business, Enterprise or Edu, and Claude Cowork and Grok Bot need a paid plan.
Does it work with Excel or Google Sheets?
Yes. You get an Excel workbook, or CSV files for an accounting import, to open in Excel, Google Sheets or Numbers. You can list your own columns, such as your accounting software’s import layout, except in Grok Bot, which adds rows to an Invoices tab in your Google Sheet instead.
Does it pay or post anything?
No. It only prepares rows. It never pays, approves or posts anything to your accounting software, and never renames, moves or deletes your documents. If a document says to pay now or use new bank details, it flags the row with the reason Instruction in document and doesn’t act on it.
What if a scan or photo is hard to read?
It leaves that value empty, sets Needs check to Yes and writes the reason with the text as printed, such as Total reads 212.40 or 212.48. It never guesses or copies a value from another file in the batch, and it lists any file or page it couldn’t read.
Can it pick up invoices from my email on its own?
Only in Grok Bot, which reads supplier invoices, bills and credit notes attached to your Gmail. Choose Daily or Weekly and it checks on a schedule; unless you let it add rows on its own, each run lists the planned rows for you to confirm. It doesn’t read bank statements from email.

Have us set it up

Rather not set it up yourself?

We set up Invoice Row Extractor in your own accounts and the AI you already pay for, test it on your real work, and hand it over with a short walkthrough.

From $299

  • Runs in your accounts; you own everything
  • Tested before handover
  • Money back if we can’t make it work
Request a setup