← All products

Invoices & receipts to Excel · Preview release

Folio

From a pile of documents to a checked spreadsheet.

Review invoice and receipt details beside the original document, correct what needs attention and export approved records to Excel or CSV.

In testing. Purchase enquiries are welcome; payment opens after release checks.

Folio desktop app showing fictional invoice fields beside the original document for review.
Actual application · Fictional sample records · Open image to enlarge

Designed forBookkeepers & business administrators

How it runsWindows desktop · Works offline

Current version0.3.0-beta.2

The everyday problem

Less retyping. A clearer checking process.

Supplier names, document numbers, dates and totals can take time to enter consistently. Folio brings extraction and human review together, so you can compare each record with its source before it reaches a spreadsheet.

Who it’s for

Independent bookkeepers and small business administrators who enter clearly printed English invoice and receipt details into spreadsheets.

What it helps you do

A focused workflow.

  • Windows app with local English OCR and PDF text extraction
  • Original document and extracted fields displayed side by side
  • Separate client workspaces, duplicate checks and review warnings
  • Explicit approval before Excel or CSV export
  • Offline help and separate fictional practice documents

Inside the product

Only approved records reach your export.

Import documents, review the extracted details, resolve warnings and approve each record. Then choose the records to export.

Planned launch pricing · AED

Choose the help you need.

These are proposed launch prices. Final availability, scope and terms are confirmed before purchase.

Desktop package

AED 499

For users who want to install the app and use the standard review workflow.

  • Windows desktop application
  • Local processing and Excel/CSV export
  • Practice documents and getting-started guidance
Enquire about buying

Configured setup

AED 1,799 total

The desktop app plus help configuring an agreed document-review workflow.

  • Includes the desktop package
  • Agreed workspace and export configuration
  • Onboarding using suitable example documents
  • Final configuration scope agreed before purchase
Enquire about buying

An enquiry does not place an order or take payment. Email rossi.workline@gmail.com directly if you prefer.

Before you choose it

  • Windows x64; clean Windows 11 installation testing remains
  • Clearly printed English PDF, JPG or PNG documents, one complete invoice or receipt per file
  • A person must check the extracted fields and totals before approval
  • Local disk space and an independent backup routine

Current limits

  • Beta release; extraction accuracy still needs trials on a wider set of permissioned documents
  • Extracts document-level details and totals, not full invoice line items
  • Up to 100 files per import, 25 MiB per file, 20 PDF pages and 40 megapixels per image
  • Folio does not encrypt its local data; protect the Windows account and device

Running costs

  • No required cloud OCR service or app subscription
  • You provide the Windows device, local storage and backups
  • Additional configuration or support beyond the agreed package is separate

Getting started

  • Discuss the types of documents and exports you need
  • Install the verified Windows package when it is released
  • Try the fictional examples before creating a client workspace
  • Review, approve and export records; back up the full data folder

Support & updates

Contact rossi.workline@gmail.com. Included onboarding and support duration will be agreed with the package.

Verified replacement installers are installed manually. Update entitlement will be confirmed before purchase.

Purchase terms

The proposed licence covers desktop use by one business. Device scope and final terms will be confirmed before purchase.

Purchase, cancellation and refund terms will be provided before payment is enabled.