📄 PDF2Sheet Auto

Automated Invoice Extraction System

Transform PDF invoices into structured spreadsheet data with AI-powered extraction

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📌 Overview

PDF2Sheet Auto is a full-stack web application that automatically extracts data from PDF invoices and converts it into structured spreadsheet records. It helps businesses eliminate manual data entry and manage invoices efficiently.

The system supports both PDF uploads and email-based ingestion, applies intelligent extraction logic, and syncs the results with spreadsheets.

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🔄 Workflow

Upload / Forward PDF
        ↓
PDF Parsing & Text Extraction
        ↓
Data Recognition & Mapping
        ↓
Validation & Confidence Scoring
        ↓
Spreadsheet Export

1. Upload invoice PDF or forward it via email
2. System parses the document
3. Important fields are extracted
4. Vendor mapping is applied
5. Data is pushed to spreadsheets

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✨ Features

Core Features

• 📤 PDF Upload & Email Ingestion
• 🤖 Intelligent Field Extraction
• 📊 Google Sheets / Excel Integration
• 🏪 Vendor Templates & Mapping
• ✅ Manual Review Queue
• 🔁 Duplicate Detection
• 📈 Confidence Scoring

Dashboard

• Real-time processing statistics
• Top vendors analytics
• Pending & failed alerts
• Monthly usage tracking

User Management

• JWT Authentication
• Role-based access
• User preferences
• Responsive UI

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📸 Screenshots

📊 Dashboard

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📤 Upload Invoice

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📄 Invoice Management

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🏪 Vendor Mapping

🛠️ Tech Stack

Backend

Technology	Purpose
Node.js	Runtime
Express.js	API Framework
MongoDB	Database
Mongoose	ODM
JWT	Authentication
pdf-parse	PDF Processing
Multer	File Upload
Nodemailer	Email Handling

Frontend

Technology	Purpose
React 18	UI Framework
Vite	Build Tool
Tailwind CSS	Styling
React Router	Routing
Zustand	State Management
Axios	API Client

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📁 Project Structure

PDF2Sheet/
├── backend/
│   ├── server.js
│   └── src/
│       ├── config/
│       ├── models/
│       ├── controllers/
│       ├── services/
│       ├── routes/
│       ├── middleware/
│       └── utils/
│
├── frontend/
│   ├── index.html
│   └── src/
│       ├── components/
│       ├── pages/
│       ├── store/
│       ├── services/
│       └── utils/
│
├── README.md
└── LICENSE

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🚀 Installation

Prerequisites

• Node.js v18+
• MongoDB v6+
• Git
• npm / yarn

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Clone Repository

git clone https://github.com/yourusername/pdf2sheet-auto.git
cd pdf2sheet-auto

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Backend Setup

cd backend
npm install
cp .env.example .env
npm run dev

Check API:

curl http://localhost:5000/health

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Frontend Setup

cd frontend
npm install
echo "VITE_API_URL=http://localhost:5000/api/v1" > .env
npm run dev

Open:

http://localhost:5173

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🔐 Environment Variables

Backend (.env)

NODE_ENV=development
PORT=5000

MONGODB_URI=mongodb://localhost:27017/pdf2sheet

JWT_SECRET=your_secret_key
JWT_EXPIRE=7d

FRONTEND_URL=http://localhost:5173

UPLOAD_PATH=./uploads
MAX_FILE_SIZE=10485760

Frontend (.env)

VITE_API_URL=http://localhost:5000/api/v1

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📚 API Documentation

Base URL

http://localhost:5000/api/v1

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Authentication

Method	Endpoint	Description
POST	/auth/register	Register
POST	/auth/login	Login
GET	/auth/me	Get Profile

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Invoices

Method	Endpoint	Description
GET	/invoices	List Invoices
GET	/invoices/:id	Get Invoice
POST	/invoices/upload	Upload PDF
PUT	/invoices/:id	Update
DELETE	/invoices/:id	Delete
GET	/invoices/stats	Stats

Upload Example:

curl -X POST http://localhost:5000/api/v1/invoices/upload \
 -H "Authorization: Bearer TOKEN" \
 -F "pdf=@invoice.pdf"

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Vendor Mapping

Method	Endpoint	Description
GET	/vendor-maps	List
POST	/vendor-maps	Create
PUT	/vendor-maps/:id	Update
DELETE	/vendor-maps/:id	Delete

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Dashboard

Method	Endpoint	Description
GET	/dashboard/stats	Statistics
GET	/dashboard/activity	Activity
GET	/dashboard/attention	Alerts
GET	/dashboard/top-vendors	Vendors

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🗄️ Database Schema (Summary)

User

{
  email: String,
  password: String,
  name: String,
  company: String,
  role: "user" | "admin",
  subscription: Object
}

Invoice

{
  userId: ObjectId,
  status: String,
  pdfFile: Object,
  extractedData: Object,
  confidence: Object,
  processingTime: Number
}

VendorMap

{
  vendorName: String,
  fieldMappings: Array,
  category: String
}

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🌐 Deployment

Backend (Railway / Render)

npm install
npm start

Add environment variables in dashboard.

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Frontend (Vercel / Netlify)

npm run build

Deploy dist/ folder.

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🐳 Docker (Optional)

Backend Dockerfile

FROM node:18-alpine
WORKDIR /app
COPY package*.json ./
RUN npm ci
COPY . .
EXPOSE 5000
CMD ["npm","start"]

docker-compose.yml

version: '3.8'
services:
  backend:
    build: ./backend
    ports:
      - "5000:5000"
    environment:
      - MONGODB_URI=mongodb://mongo:27017/pdf2sheet
    depends_on:
      - mongo

  mongo:
    image: mongo:6
    volumes:
      - mongo_data:/data/db

volumes:
  mongo_data:

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🤝 Contributing

1. Fork the repo
2. Create feature branch
3. Commit changes
4. Push branch
5. Open Pull Request

git checkout -b feature/new-feature
git commit -m "Add feature"
git push origin feature/new-feature

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📜 License

MIT License © 2024 PDF2Sheet Auto

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📞 Support

• 📧 Email: support@pdf2sheet.com
• 🐛 Issues: GitHub Issues
• 📖 Docs: docs.pdf2sheet.com