Upload a PDF or scanned invoice and InvoicesOCR pulls the vendor, bill number, dates, totals, and line items into a clean spreadsheet you save as CSV for the Sage Intacct AP bill import. Stop keying supplier bills into Intacct one field at a time.
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Sage Intacct imports AP bills from a CSV template under Accounts Payable, but it does not read your PDFs. Someone still has to open every supplier invoice and type the vendor ID, dates, GL account, amounts, and line items into the template. That manual reading and keying step is where the hours go.
Each PDF or scanned invoice has to be read and keyed into the Intacct CSV columns one field at a time before the import will load it.
Typing full line-item tables is tedious, so people post a single total and lose the detail Intacct could have split across GL accounts and dimensions.
A vendor ID that does not match exactly, a missing GL account, or a negative amount makes the Intacct CSV import reject rows.
A few bills is manageable; a stack at month-end close turns Intacct data entry into an evening of typing and reconciling.
InvoicesOCR reads the invoice for you and returns structured data you can save as CSV. You map those columns to the Sage Intacct AP bill import template once, then run the import. The reading and typing step is gone.
PDFs, scans, and phone photos from any supplier, with no template to build per vendor.
Description, quantity, rate, and amount for every line, so your Intacct bills keep their detail across accounts.
Download a clean spreadsheet you can map to the Intacct bill template, including vendor, dates, and amounts.
Process a stack of invoices at once and build one import file instead of typing them individually.
Amounts come through as plain positive numbers without currency symbols, which is what the Intacct import needs.
Files are encrypted and deleted automatically after processing, so supplier data does not linger.
From a supplier PDF to a Sage Intacct import file in about a minute per batch.
Drag in PDF, JPG, PNG, or scanned invoices, one at a time or as a batch.
Tip: Multi-page PDFs are supported.
InvoicesOCR reads vendor, bill number, dates, totals, and line items and returns a CSV you can open in Excel.
Go to Accounts Payable, All, Bills, Import, download a fresh template, line up the columns, then upload the file.
Tip: Use the exact vendor IDs from Intacct and keep amounts positive so the import succeeds.
US mid-market finance teams and the people who keep their Intacct AP ledger accurate without hours of manual entry.
Turn the supplier invoice pile into one clean Intacct bill import file.
Close faster by importing bills in batches instead of keying each one.
Standardize how the team loads client bills into Sage Intacct.
Keep dimension-coded AP detail without manual line entry.
Sage Intacct imports AP bills from a CSV, not from a PDF. You run the import under Accounts Payable, then All, then Bills, then Import, and you download a fresh template each time because Intacct customizes it to your company configuration, dimensions, and custom fields. Do not rename or delete the column headers, since the header titles map to fields in Intacct and an incorrect header causes the upload to fail. The required fields are the vendor ID, the bill creation date, the due date (unless the vendor has default payment terms), a line number starting at 1, a valid GL expense account on each line, and a positive amount. The bill number is recommended but not required.
That is exactly the gap InvoicesOCR fills. It reads each PDF or scanned invoice and gives you the vendor, bill number, bill date, due date, totals, and the full line-item detail as columns in a CSV. You map those columns to the Intacct template once, then reuse that layout for every future batch. Vendor IDs have to match what already exists in Intacct exactly, including capitalization, so ven100 and VEN100 are treated as different vendors, and any vendor you reference must already exist before the upload.
Intacct handles a multi-line bill by repeating the header information across rows and putting each line amount on its own row, with the bill total entered once. If a bill totals $1,000 with five lines of $200, you enter $1,000 as the total and five separate lines of $200 each, every line carrying its own GL account. Capturing line items rather than a single lump total keeps your Intacct AP detail coded correctly for reporting and reconciliation.
Sage Intacct is a separate product from Sage 50, with its own import screens, so the workflow here differs from a Sage 50 import. The same extracted spreadsheet also produces a QuickBooks, Xero, or NetSuite ready file if you run more than one ledger.
Intacct AP runs across many bill types and industries. If your team codes recurring overhead, see utility bill data extraction for electric, gas, water, and telecom bills, and for sector-specific coding patterns see invoice extraction for manufacturing or invoice processing for procurement managers on three-way matching.
You import invoices into Sage Intacct as AP bills from a CSV. Go to Accounts Payable, All, Bills, then Import, download a fresh template, fill it with your bill data, and upload it. Intacct does not read PDFs, so InvoicesOCR extracts the data from your PDF or scanned invoices into a spreadsheet you map to that template.
Yes. Sage Intacct imports AP bills from a CSV template, and you can prepare that file in Excel. InvoicesOCR reads each supplier invoice and returns a CSV with vendor, dates, GL-ready amounts, and line items, so you map the columns to the Intacct bill template and upload it instead of typing each bill by hand.
No. Sage Intacct imports bills from a structured CSV, not from a PDF, so the data has to be entered into the template first. InvoicesOCR fills that gap by reading the PDF or scanned invoice and returning the vendor, dates, amounts, and line items as a CSV you can map straight to the Intacct AP bill import.
Sage Intacct needs a CSV that matches its bill import template. Keep the header titles exactly as downloaded, supply a valid vendor ID and GL account, use a date format you set during upload, and enter positive amounts. InvoicesOCR returns values in that clean form so the import does not error out.
Yes. Any vendor you reference in the CSV must already exist in Sage Intacct, and the vendor ID has to match exactly, including capitalization, or the upload fails. InvoicesOCR captures the vendor name from each invoice so you can match it to the right existing Intacct vendor ID before you import.
Yes. You can import many bills into Sage Intacct at once by putting them in a single CSV, with multiple lines per bill on separate rows. InvoicesOCR processes a batch of invoices together and builds one structured spreadsheet, so a month-end stack of supplier bills becomes a single Intacct import.
Most Intacct import failures come from a vendor ID that does not match exactly, a missing or invalid GL account, a modified column header, a negative amount, or referencing a vendor that does not exist yet. InvoicesOCR returns clean positive amounts and the standard fields, which removes the most common reasons an import is rejected.
No. Sage Intacct and Sage 50 are separate products with different import screens, so the steps and templates differ. This page covers Sage Intacct AP bill imports. The same InvoicesOCR spreadsheet also works for a Sage 50 import if you run that product instead.
InvoicesOCR produces a Sage Intacct-ready CSV that you import into Intacct, rather than pushing data through the Intacct API for you. That keeps you in control of how each batch is reviewed and loaded, and it works the same way for QuickBooks, Xero, and NetSuite imports.
The Sage 50 import workflow for that separate product.
Import vendor bills into NetSuite from a CSV.
Export invoices to CSV for accounting imports.
The full tool that reads any invoice layout.
