AI-Powered Invoice &
Transaction Management
Let AI read your bank statements and invoices for you. Import PDF, XLSX, XML, or TXT files, automatically extract transactions and invoice data, manage counterparties — all in one place.
Everything you need to manage your finances
A complete financial management toolkit for freelancers, small businesses, and accountants. From AI-powered bank statement imports to invoice tracking and counterparty management — every feature is designed to save you time and keep your books clean.
Smart Statement Import
Upload bank statements as PDF, XLSX, XML, or TXT files and let AI extract every transaction automatically — statement dates, credit and debit amounts, counterparty names and account numbers, payment codes, and reference numbers. No manual data entry needed. Supports statements from Serbian banks with full RSD currency handling.
AI Invoice Reader
Upload sent or received invoices in any PDF format. AI reads each document and extracts the invoice number, issue date, total amount, tax breakdown, and counterparty details. Invoices are automatically linked to matching bank transactions based on amount, date, and counterparty — giving you a complete audit trail without manual bookkeeping.
Counterparty Management
Keep a centralized directory of every business partner, client, and supplier you transact with. Organize counterparties into custom groups, view their full transaction history and linked invoices, and quickly spot which counterparties have missing documentation. Ideal for businesses that need to maintain clear records for audits and tax filings.
Financial Reports
Generate detailed income and expense reports for any date range. Break down your cash flow by month, quarter, or year. Filter by counterparty or transaction type to understand exactly where your money is going. Export-ready reports make tax preparation and financial planning straightforward.
Cash Withdrawal Tracking
Separate cash withdrawals from regular transactions for cleaner bookkeeping. Log each withdrawal with date, amount, and purpose. Essential for businesses that handle petty cash or need to reconcile ATM withdrawals against bank statements for accurate accounting records.
Secure & Private
Your financial data is fully isolated per account. Every user goes through email verification and secure password-based authentication. Session management, CSRF protection, and encrypted storage ensure your invoices, bank statements, and transaction records stay confidential and protected.
Stop typing. Start uploading.
Traditional invoicing software makes you enter everything by hand. Invoicer uses AI to read your documents so you don't have to.
How it works
Get up and running in minutes with a simple three-step process.
Create your account
Sign up with your email, verify it, and configure your company details and bank account information in settings.
Upload & let AI do the work
Drop your bank statements (PDF, XLSX, XML, or TXT) and invoice PDFs. AI reads them, extracts all the data, and imports transactions and invoice details automatically.
Stay organized
Track missing documents, categorize counterparties into groups, generate reports, and keep your finances clean and audit-ready.
Why businesses choose Invoicer for financial management
Managing invoices and bank transactions shouldn't require hours of manual data entry every week. Traditional bookkeeping workflows involve downloading bank statements, manually copying transaction details into spreadsheets, and then cross-referencing each entry with the corresponding invoice. This process is tedious, error-prone, and takes valuable time away from running your business.
Invoicer was built to eliminate that busywork. By combining AI-powered document reading with a purpose-built financial management interface, Invoicer turns what used to be hours of manual work into a simple drag-and-drop upload. The AI reads your bank statements — whether they're PDF, XLSX, XML, or TXT files, regardless of which bank issued them — and extracts every transaction with its full details: date, amount, counterparty name, account number, payment code, and reference number.
The same AI technology works for invoices. Whether you receive a professionally formatted PDF invoice or a simple scanned document, Invoicer's AI extracts the key data points: invoice number, issue date, total amount with tax breakdown, and the counterparty's business details. Once extracted, the system suggests which bank transaction the invoice matches, so you can confirm the link with a single click.
The problem with manual bookkeeping
Manually typing transaction data from bank statements into spreadsheets or accounting software — slow and error-prone
Losing track of which invoices have been received and which are still missing — risky at tax time
No clear overview of income vs expenses — you don't see the full picture until it's too late
Scattered records across email attachments, folders, and spreadsheets — impossible to audit efficiently
How Invoicer solves it
AI reads your bank statements in any format (PDF, XLSX, XML, TXT) and imports all transactions automatically — no typing, no copy-pasting
Dashboard instantly shows which transactions are missing invoices — so you can follow up before deadlines
Real-time income and expense charts give you a clear financial overview at any moment
Everything in one place — transactions, invoices, counterparties, and reports — fully searchable and always accessible
Built for the people who manage money
Whether you're a solo freelancer tracking client payments, a small business owner monitoring cash flow, or an accountant preparing financial records for multiple clients — Invoicer adapts to your workflow.
Freelancers
As a freelancer, you juggle income from multiple clients across different projects. Invoicer helps you track every payment, manage all your sent invoices in one place, and instantly see which clients have outstanding balances. Upload your bank statements monthly and let AI categorize everything — so you spend less time on admin and more time on billable work.
Small Businesses
Small business owners need visibility into cash flow without the complexity of enterprise accounting software. Invoicer gives you a clear dashboard showing income, expenses, and balances. Group your suppliers, clients, and partners into categories, monitor transaction volumes per counterparty, and make sure every debit and credit has a matching invoice attached.
Accountants & Bookkeepers
Tax season doesn't have to be stressful. Invoicer highlights missing invoices at a glance, lets you generate income and expense reports for any period, and keeps every transaction linked to its supporting document. Whether you're preparing quarterly VAT returns or year-end financial statements, all the data you need is organized and ready to go.
Frequently asked questions
Everything you need to know about Invoicer and how it can help your business.
How does the AI bank statement import work?
What types of invoices can the AI read?
How does invoice-to-transaction matching work?
What is counterparty management?
Can I track which transactions are missing invoices?
What kind of financial reports can I generate?
Ready to simplify your financial management?
Join businesses and freelancers who have replaced manual data entry with AI-powered automation. Create your account, upload your first bank statement, and see your transactions imported in seconds — not hours.