Sign in and open your team

Sign in at app.digiparser.com. If you have more than one team, choose the one you want to use from the team switcher in the sidebar.

Create your first document parser

1. Click Create Document Parser in the sidebar (or Add Parser on the Parsers page).
2. You’ll see the setup flow:
   • Parser Name: Give it a name like “My Invoices” or “Client Receipts.”
   • Document Processing Type: Pick the type that matches your documents (e.g. Invoice, Purchase order, Bank statement, Custom document). You can search for a type if the list is long.
3. Click Next, then Upload document.
4. Upload a PDF, image, or Excel file—or use a sample document if one is offered for that type.
5. Wait a few seconds. When processing finishes, you’ll be taken to your Document Inbox with the new parser selected.

View your extracted data

In the Document Inbox you’ll see:

• Left: A list of your documents. Click one to open it.
• Right: A table of the extracted data. Each row is a document; each column is a field (e.g. invoice number, date, amount).

Clicking a document opens a split view: the original file on the left and the extracted fields on the right. You can edit values there if needed.

Add fields (optional)

By default, DigiParser may auto-detect fields. To control exactly what is extracted:

1. Open Settings (top right on the Document Inbox) or go to Fields & Tables in the parser sidebar.
2. Click Add new field or table, then add fields (e.g. “Invoice Number”, “Total Amount”, “Vendor Name”) or a table for repeating rows like line items. For tables, use Add table column to define columns.
3. Click Save Fields when done.

After you change fields, you can re-process existing documents so they match the new setup.

Export or connect your data

• Export: Use the Export button above the data table (or Export data / Download data as CSV in the document More menu) to download data as CSV, Excel (XLSX), or JSON.
• Integrations: In Settings → Integrations, connect Google Sheets, Xero, or Zapier to send extracted data there automatically.