Templates
Capture paid expenses and purchases—merchant, payment method, category, and totals—for QuickBooks Purchase or Xero bank transactions.
Designed for expense capture and reimbursement workflows with bank account and expense account defaults in your destination settings.
A sample of the structured output for this document type.
Fields in your schema
Define merchant, payment method, category, tax, and totals once. Parsedit reads PDFs, scans, and electronic formats against that schema, then surfaces each value for review before it reaches Sheets or your webhook.
bookkeepers and expense owners use Parsedit to stop re-keying Expense / Purchase data across layouts. Low-confidence fields land in your queue; you edit, approve, and send.
Approved rows become purchases ready for QuickBooks or Xero you can audit and analyze without reopening the source file. Send them to Google Sheets for tracking, or POST structured JSON to QuickBooks, Xero, and any endpoint that accepts webhooks.
The same field names apply on every upload, so Expense / Purchase values stay in comparable columns as volume grows. Teams get one reliable dataset instead of reconciling mismatched exports from each document format.
Purpose-built capabilities for this document type.
Define the fields you need once; Parsedit applies your schema on every upload.
Upload PDFs, images, and scans. OCR handles paper and digital sources.
Add or remove fields to match your accounting or compliance workflow.
Low-confidence extractions are highlighted so you can correct them before delivery.
Your field template guides extraction so output matches your spreadsheet or ERP columns.
Your documents stay in your account. Review is on by default, and auto-send only runs where you enable it.
No training on your data
Review on by default
Secure storage of extracted data
You stay in control
Integrations
Connect Google Sheets, webhooks, Slack, Airtable, or Xero and deliver approved rows automatically.
Start from a related template and customize fields for your workflow.
Check out our documentation
Expense / Purchase is shaped for paid purchases with bank/payment fields and accounting export. The receipt template remains for general merchant slips and reimbursement sheets.
QuickBooks creates a Purchase. Xero creates a spend BankTransaction. Configure expense and bank accounts in the destination wizard.
Yes. The template includes reimbursable and employee fields you can map to Sheets or keep for review notes.
No. QuickBooks and Xero tokens refresh server-side. Destinations are account-scoped and validated before export.
Templates
Create your first parser in minutes. No code, no setup calls.
Send structured rows to Google Sheets, QuickBooks, Xero, or any webhook.
Every field gets a confidence score. Edit low-confidence values before export.
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