Custom AI Templates

Train AI on Your Invoice Format — Automate Batch Processing

Upload sample invoices, select the exact fields you need, and let AI process hundreds of invoices automatically. Custom templates, background queue, Excel export. Plans from $9.99/month.

Smart Projects is Invoscope's custom invoice template feature for recurring invoice formats. Upload 1–3 sample invoices and the AI automatically detects all available fields. Select exactly which header fields and line items you need — vendor name, invoice number, dates, amounts, descriptions, quantities, unit prices — and save your template. Then upload entire batches of invoices in the same format and let the background queue process them automatically. Get notified when extraction is complete, and export all data to formatted Excel files. Available on Starter ($9.99/month, 1 project), Pro ($49.99/month, unlimited projects), and Enterprise ($99.99/month) plans.

How Smart Projects Works — 3 Steps to Automated Invoice Processing

Step 1

Upload Sample Invoices

Upload 1–3 sample invoices in PDF, JPG, or PNG format. The AI analyzes the layout and automatically detects all available fields — including header data, line items, descriptions, and amounts.

Step 2

Select Your Custom Fields

Review the AI-detected fields and select exactly which ones you need. Choose from header fields like vendor name, invoice number, and dates, plus line item fields like descriptions, quantities, unit prices, and amounts. Save your custom template.

Step 3

Batch Process and Export

Upload dozens or hundreds of invoices with the same format. The background queue processes them automatically using your saved template. Get notified when complete, then export all extracted data to formatted Excel files.

Average processing time: 8 seconds per invoice in batch mode

What Can You Customize in a Smart Project?

Template Configuration

AI-Detected Field Selection

Choose exactly which fields to extract — the AI detects them, you decide what matters.

Header Field Customization

Vendor name, invoice number, dates, totals, tax, job references — pick any combination.

Line Item Field Customization

Descriptions, sub-descriptions, quantities, unit prices, amounts, item codes — granular control.

Reusable Templates

Save once, process unlimited batches with the same template. One template per vendor or format.

Template Re-training

Upload new samples anytime to update your template when invoice layouts change.

Batch Processing Capabilities

Multi-File Upload

Drag and drop dozens or hundreds of invoices at once — no file-by-file uploading.

Background Queue

Processing happens automatically in the background. No need to wait on screen.

Real-Time Notifications

Get alerted in-app when your batch is complete and ready for review.

Per-Invoice Status Tracking

Monitor completed, processing, and failed jobs individually across every batch.

Selective Excel Export

Choose which fields and line items to include in each export — full control over your output.

Smart Projects transform recurring invoice processing from hours of manual work into a one-time 5-minute setup followed by automated extraction at scale.

Smart Projects vs. Quick Analyze — Which Mode Do You Need?

CapabilityQuick AnalyzeSmart Projects
Best ForOne-off invoices, mixed formatsRecurring invoices, same vendor format
Setup RequiredNone — just upload5-minute template setup (one time)
Field SelectionAI selects all fields automaticallyYou choose exactly which fields to extract
Batch ProcessingOne invoice at a timeDozens or hundreds at once
Background QueueNo (instant results)Yes — process while you work
NotificationsInstant on-screen resultsIn-app alert when batch completes
Template ReuseNo templates neededSave and reuse for future batches
Plan RequiredFree (10/month)Starter ($9.99), Pro ($49.99), or Enterprise
Excel Export✓ One-click✓ One-click, bulk export

Not sure which mode to use? Start with Quick Analyze for free. When you find yourself processing the same invoice format repeatedly, create a Smart Project to automate it.

Who Uses Smart Projects?

Custom templates for every invoice workflow — from small teams to enterprise finance.

🏦

Accounts Payable Teams

Process recurring vendor invoices at scale. Create one template per vendor, upload monthly batches, and export structured data to your accounting system automatically.

📦

Procurement & Supply Chain

Standardize invoice data extraction across suppliers. Custom templates match each vendor's format, eliminating manual reformatting and reducing processing time by 95%.

📊

Accounting Firms

Manage client invoice processing efficiently. Create separate projects per client, each with custom field selection. Process hundreds of invoices during month-end close.

🏢

Enterprise Finance

Scale invoice processing without scaling headcount. Unlimited projects on Pro and Enterprise plans handle any volume with consistent accuracy and audit-ready Excel exports.

Built for Invoice Processing at Scale

95%+AI extraction accuracy
~8 secondsPer invoice in batch mode
PDF, JPG, PNGAll invoice formats supported
One-Click ExcelFormatted spreadsheet output

Smart Projects combine AI field detection, custom template configuration, and batch processing into a single workflow — replacing manual data entry with automated extraction at enterprise scale.

Smart Projects FAQ

Upload 1–3 sample invoices that share the same format. The AI analyzes the layout and detects all available fields automatically. Review the detected fields, select the ones you need, and save your template. The entire setup takes about 5 minutes.

There is no per-batch file limit. You can upload as many invoices as your monthly plan allows. Starter plans include 100 invoices per month, Pro includes 1,000, and Enterprise is unlimited. All files are processed in the background queue automatically.

Yes. Each Smart Project is a separate template. Starter plans include 1 project, Pro and Enterprise plans include unlimited projects. Create one template per vendor, invoice format, or use case.

You can review all extracted data before exporting. If the AI misreads a field on a specific invoice, you can correct it on screen. For systematic issues, re-train the template by uploading new sample invoices — the AI learns and improves.

Quick Analyze is for one-off invoices with zero setup — upload and get instant results. Smart Projects is for recurring invoice formats where you want to customize which fields to extract and process invoices in batch. Smart Projects requires a one-time 5-minute template setup but then automates all future extractions for that format.

Ready to Automate Your Invoice Processing?

Smart Projects start at $9.99/month with the Starter plan (1 project, 100 invoices/month). Upgrade to Pro for unlimited projects and 1,000 invoices/month.

Starter$9.99/mo1 project · 100 invoices
Enterprise$99.99/moUnlimited everything
See Full Pricing Comparison →

Start Automating Invoice Extraction Today

Create your first Smart Project in 5 minutes. Custom templates. Batch processing. Excel export.

📈 See how e-commerce businesses save 20+ hours/month with Smart Projects →