How it works

From supplier invoice PDFs to billing workbooks in four steps.

Billforge keeps the workflow simple: upload, extract, review, export. The source invoices stay connected to the customer billing summary.

1

Create a project batch

Add supplier invoice PDFs for a job or billing period, then choose the markup that should apply to the batch.

2

Extract invoice line items

Billforge reads each PDF and pulls out vendor, invoice, quantity, unit cost, line total, tax, and total information.

3

Review consolidated products

Line items are consolidated into a project-level product view so teams can spot returns, credits, missing values, and unusual totals.

4

Download the workbooks

Export a customer-ready workbook and an internal audit workbook with the source invoice detail behind the numbers.

Keep the spreadsheet, lose the manual data entry.

Your team still gets familiar workbook outputs, but the line-item extraction and markup math happen before the spreadsheet opens.

See features