Questions before converting
What can I try for free?
One complete invoice PDF (up to 20 pages), once per new account after a successful conversion. Real preview and downloadable files; no payment card required. Failed processing does not consume the trial. A longer transaction file requires a fresh paid upload for the full output.
What does a credit buy?
One successful invoice PDF conversion. $9 buys 25 credits; $29 buys 100. One-time packs, no subscription or automatic renewal. Unused credits do not expire while the account exists. Repeat downloads of the same result are free for its original lifetime. Each new successful paid upload costs credits again.
When am I charged?
Only after extraction and all offered export formats have been generated successfully. Failed conversions spend no credits. An invoice batch spends one credit per PDF only if the whole batch succeeds. A usable but flagged result counts as a successful conversion; review your free trial and use the refund promise if dissatisfied.
How do refunds work?
Contact support within 7 days of any pack purchase if not satisfied for a full refund of that purchase, even if credits have been used. Include your order reference, not sensitive files. Your statutory rights are unaffected.
Where are my files processed?
Conversion runs on this server. Uploaded content is not sent to third-party conversion, OCR or AI services. Account email and payments use separate providers. Source files, previews and results are automatically deleted within 24 hours; delete a conversion sooner from its preview.
What are the limits?
15 MiB combined upload, 3,000 output transactions or line items, and ten processing attempts per account per hour. CSVQBO accepts one CSV or single-sheet XLSX with values, not formulas. OFXCSV accepts one bank/card OFX, QFX or QBO with up to 100 accounts; investments are unsupported. InvoiceXL accepts up to ten PDFs, one invoice per file and 20 pages per invoice; the trial accepts one PDF.
Who operates this service?
Zijian Xiao. This is an independent conversion tool for small businesses, bookkeepers and accountants in the US, UK, Canada and Australia. No bank, Intuit or Quicken affiliation is claimed.
Do scans and every layout work?
No. Text PDFs use pdfplumber; image-only pages use local English Tesseract and are marked Please verify / 请核对. Supported patterns have Description/Item and Amount/Total headers, optional Qty and Unit price, and dot-decimal amounts. Unlabeled headers may remain blank. OCR, inclusive tax, complex discounts and repeated tax summaries need careful checking.
What does a red row mean?
Extracted net lines + tax + shipping − discount do not match the printed total, or the printed subtotal differs from line amounts. The preview and XLSX highlight mismatches; CSV includes status text. A match does not prove extraction accuracy. Invoice totals and tax appear once per invoice on the Invoices sheet; CSV exports line items only.
Operated by Zijian Xiao.