Automated Invoice Creation from Excel & CSV
Somewhere in most businesses, someone spends the first two days of every month turning a spreadsheet into invoices. InvoiceSmart does that as a repeatable process: upload the file, and mapping and rules configured once produce a batch you review before a single invoice reaches Xero. QuickBooks support is in progress.
Key Features
Drag-and-Drop File Upload
Simply drag your Excel or CSV files to upload. Supports .xlsx, .xls, .xlsm and .csv formats with instant data preview.
Smart Template Auto-Detection
Automatically identifies and matches saved field mapping templates with over 80% confidence for faster processing.
Transformation Rules Engine
Apply conditional logic, formulas, lookup tables, and default values to transform your data before invoice creation.
Review Before Anything Sends
Every row on screen before submission. Exclude one with a reason, preview consolidation, and know that an unsubmitted batch touches nothing.
Xero Integration
Tax rates and account codes come live from your own chart of accounts, and anything Xero rejects comes back named with its reason.
Invoice Consolidation
Group multiple line items into consolidated invoices by customer, site, or custom period with flexible formatting.
Why Choose InvoiceSmart?
- Eliminate manual invoice data entry
- Reduce invoicing errors significantly
- Speed up payment cycles
- Save hours on bulk invoicing tasks
- Maintain audit trail of all actions
Built For
Ready to Get Started?
Transform your operations with InvoiceSmart. Book a demo or start your free trial today.
