---
title: "Extract and sync document data"
description: "Use the Document Extractor to pull structured data from receipts, invoices, and bank statements and sync it to your connected destinations."
section: "Document Extractor"
canonical: "https://banksync.io/docs/document-extractor/sync-receipts"
---

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](/docs/document-extractor/extractor-setup).

- **AI Extraction** — Automatic data extraction from images
- **Email Forwarding** — Forward receipts via email
- **Review & Edit** — Verify data before syncing

[Video: Automatic Receipt Extractor Demo](https://www.youtube.com/watch?v=8YKh1FPxGMY)

[![Setting up the document extractor: picking Extract Data from Statements as the feed source, choosing the Receipts preset, uploading receipt-starbucks.pdf, and watching it move from processing to processed with the extracted $8.45 total.](https://cdn.banksync.io/videos/document-extractor-setup.poster.c9df1291f054188c.png)](https://cdn.banksync.io/videos/document-extractor-setup.b1b8e68de5f36c74.mp4)

[Watch: Setting up the document extractor: picking Extract Data from Statements as the feed source, choosing the Receipts preset, uploading receipt-starbucks.pdf, and watching it move from processing to processed with the extracted $8.45 total.](https://cdn.banksync.io/videos/document-extractor-setup.b1b8e68de5f36c74.mp4)

## Receipt Data Fields

- **Merchant** — Store or vendor name
- **Date** — Purchase date
- **Total** — Total amount
- **Tax** — Tax amount
- **Items** — Line items purchased
- **Currency** — Currency code
- **Category** — Expense category
- **Image URL** — Link to receipt image

## How to Submit Receipts

### Email Forwarding

**Email Setup**

1. **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.
2. **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.
3. **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](/docs/document-extractor/sending-documents-by-email) for the full forwarding setup, including the sender whitelist.

### Direct Upload

**Upload Process**

1. **Open the Sources tab** — Open your Document Extractor feed from the Feeds tab and go to its Sources tab.
2. **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.
3. **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.](https://cdn.banksync.io/screenshots/extractor/recent-documents.37d35a591e3798c6.png "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](/docs/document-extractor/extractor-setup)

## Related guides

- [Set up the Document Extractor](/docs/document-extractor/extractor-setup): create the extractor feed and walk through every tab.
- [Sending documents by email](/docs/document-extractor/sending-documents-by-email): the inbox address, sender whitelist, and manual upload in detail.
- [Map extracted fields to your destination](/docs/document-extractor/field-mapping): connect each extracted field to the right column.
- [Managing your plan](/docs/account-billing/managing-your-plan): see your monthly document usage against your plan's quota.