How to Get Started with Quixyl: Extract Your First Invoice in 5 Minutes

If you have an invoice — a PDF, a scanned image, or even a forwarded email attachment — Quixyl can turn it into clean, structured data in seconds. This guide walks you through the whole process.

What you will need

• A Quixyl account (free tier works fine)
• One invoice file: PDF, PNG, JPG, or TIFF

No API key, no IT department, no configuration files. Just drop a file in.

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Step 1: Sign up and accept the trial

Head to quixyl.com/signup. The free plan includes 5 document pages per month with no credit card required. If you need more, the Pro trial gives you 1,000 pages for 14 days.

Once you confirm your email you land directly in the dashboard.

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Step 2: Upload your invoice

Click New Extraction in the top-right corner. You can:

• Drag a file onto the upload zone
• Paste a URL linking to a publicly accessible PDF
• Forward an email to your unique inbox address (found under Settings → Email Inbox)

Quixyl accepts PDFs, images, Word documents, and multi-page scans.

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Step 3: Watch the extraction run

Processing takes 3–8 seconds for a typical single-page invoice. You will see a live progress indicator. When it finishes, the results panel opens automatically.

The extracted fields include:

Field	Example
Vendor name	Acme Supplies Ltd
Invoice number	INV-2024-0091
Invoice date	2024-11-15
Due date	2024-12-15
Subtotal	$1,840.00
Tax amount	$184.00
Total	$2,024.00
Line items	3 rows with description, qty, unit price

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Step 4: Review and correct (if needed)

Click any field to edit the value inline. Quixyl shows a confidence score for each field. Fields below 90% confidence are highlighted in amber — these are the ones worth checking.

Tip: If the same vendor format keeps triggering low confidence, open Templates and create a vendor-specific extraction rule. Accuracy jumps to 99%+ on repeat documents.

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Step 5: Export your data

Hit Export and choose your format:

• JSON — for API consumers and integrations
• CSV / Excel — for spreadsheets and accounting imports
• QuickBooks / Xero push — available on Pro and Enterprise plans

Your data is ready to use.

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What comes next

Once you have validated the first extraction you can:

1. Set up email forwarding from your accounting inbox so invoices land in Quixyl automatically
2. Connect your accounting software via the integrations panel
3. Invite team members to share the workspace

The Invoice Processing Automation Guide covers the end-to-end workflow in detail if you want to go deeper.

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Questions?

Use the in-app chat or email support@quixyl.com. Average first response is under two hours.