Extract and sync document data

Use the Document Extractor to pull structured data from receipts, invoices, and bank statements and sync it to your connected destinations.

2 min read

On this page

Receipt Data Fields
How to Submit Receipts
Email Forwarding
Direct Upload
Best Practices
Related guides

The Document Extractor captures structured data from documents you forward or upload (receipts, invoices, bank statements, and more), using AI to pull out merchants, amounts, dates, and line items automatically, then writes the results as rows in your connected sheet, database, or table.

A Document Extractor is a kind of feed: you create one from the Feeds tab, and each extractor feed gets its own unique email forwarding address plus a manual upload area. If you have not created one yet, start with Set up the Document Extractor.

AI Extraction

Automatic data extraction from images

Email Forwarding

Forward receipts via email

Review & Edit

Verify data before syncing

See receipts and invoices turned into structured spreadsheet rows.

Extracting a receipt and syncing the structured data.

Receipt Data Fields#

Merchant

Store or vendor name

Date

Purchase date

Total

Total amount

Tax

Tax amount

Items

Line items purchased

Currency

Currency code

How to Submit Receipts#

Email Forwarding#

Email Setup

Get your forwarding address
Open your Document Extractor feed from the Feeds tab and copy its unique inbox address from the Sources tab. It looks like extract+your-document-id@receipts.banksync.io and routes only to this feed.
Forward receipt emails
Forward any email with a receipt attached (PDF, JPG, or PNG, up to 10 MB) to that address, or set up an auto-forward rule. You can optionally whitelist senders so only forwards from addresses you trust are processed.
Review the results
Open the feed's history to watch the job move from Processing to Completed, then check the new row in your connected sheet, database, or table.

See Sending documents by email for the full forwarding setup, including the sender whitelist.

Direct Upload#

Upload Process

Open the Sources tab
Open your Document Extractor feed from the Feeds tab and go to its Sources tab.
Add files to Manual Upload
Drag PDF, JPG, or PNG files (up to 10 MB each) onto the Manual Upload area, or click to browse.
Wait for processing
AI extracts data within seconds. Review the results in the feed's history and in your connected sheet, database, or table.

Monthly document quota

Every plan includes a monthly document allowance: Free 10, Starter 30, Standard 100, Professional 1,000, Business 2,000. The counter resets on the 1st of each month, and you can track usage in Settings > Billing.

The extractor Recent Documents list showing forwarded documents with their processing status: one processed, one failed with a retry action, and one still processing, each with sender and received time. — After you forward a receipt, watch it move through processing in Recent Documents.

Best Practices#

Image Quality

For best extraction results, ensure receipts are well-lit, in focus, and the full receipt is visible. Avoid shadows and wrinkles.

Always Review

AI extraction is accurate but not perfect. Review data before syncing to catch any errors.

Consistent Categories

Use consistent category names across receipts for better reporting and analysis.

Process Promptly

Upload receipts soon after purchase while details are fresh in your memory.

Auto-Forward

Set up email filters to auto-forward digital receipts to save time.

Set up the Document Extractor

Set up the Document Extractor: create the extractor feed and walk through every tab.
Sending documents by email: the inbox address, sender whitelist, and manual upload in detail.
Map extracted fields to your destination: connect each extracted field to the right column.
Managing your plan: see your monthly document usage against your plan's quota.