Help Center
Find answers to common questions and get started quickly
Getting Started
How do I create an account?
Head to invistiq.com/signup, fill in your email and a password, and you're in. We'll set up your organization automatically.
How do I upload my first invoice?
Click Upload in the sidebar and drag your file in. We accept PDF, JPEG, PNG, and TIFF.
How long does extraction take?
Usually under 30 seconds. Longer documents with lots of line items might take up to a minute.
What file types are supported?
PDF, JPEG, PNG, and TIFF. Max file size is 40 MB.
Documents & Extraction
What data does Invistiq extract?
Vendor name, invoice number, date, line items with quantities and amounts, tax, totals, and payment terms. Basically everything on the invoice.
What are confidence scores?
A percentage showing how sure the AI is about each value it pulled. Above 90% means it's very likely correct. Below that, you'll want to double-check it against the original.
How do I correct an extraction error?
Click on the field, type the right value, and save. We keep the original AI value on record so there's always a trail.
Can I view the original document?
Yes. The document viewer puts the original file right next to the extracted data so you can compare them side by side.
Reports & Analytics
What reports are available?
Three right now: Monthly Vendor Spend, Service Provider Tracker, and Overhead Expense Summary. Each one can be exported to PDF or Excel.
How do I export a report?
Hit the Export button on any report and pick PDF or Excel. The file downloads immediately.
What does 'missing data' mean?
It means some invoices are missing fields the report needs, like a vendor name or total. We flag them so you can fill in the gaps before exporting.
Account & Billing
How do I change my plan?
Go to Settings in the sidebar. You can upgrade or downgrade anytime and the change takes effect on your next billing cycle.
What happens when I reach my document limit?
We'll let you know when you're close. You can upgrade for more capacity or wait until the next billing cycle resets your count.
How do I cancel my account?
Settings, then Billing, then Cancel Plan. Your data sticks around for 30 days after cancellation in case you change your mind.