FAQ

Questions before you upload

Straight answers about privacy, accuracy, pricing and formats. Can't find yours? Send us a message.

Getting started

What types of documents can I process?

Today you can process bank statements and invoices. You can also create custom templates to pull the fields you need from other PDF documents.

How do I get started with docsloop?

1) Create a free account. 2) Choose your document type. 3) Upload your PDF. 4) Review the extracted data and export it. No credit card is needed. New accounts get 20 free credits (20 pages).

Privacy & security

How secure is my data?

Files are sent over an encrypted connection (HTTPS) and stored in private cloud storage. Your documents and extracted data are only shown in your own account. To extract data, page content is sent to AI model providers. See our Privacy Policy for details.

How long do you keep my documents?

Uploaded files are stored securely for processing and kept for up to 14 days. Extracted data stays in your account until you delete it. You can delete a document from your workspace at any time. Free previews on our website are processed in memory and not stored.

Who has access to my documents?

Your documents and extracted data are linked to your account and only you can see them in the app. Page content is processed by our AI model providers to extract the data.

Accuracy & review

How accurate is the extraction?

We don't publish an accuracy figure. AI vision models read each page, and you review the extracted rows in your workspace before you export them. Clear, legible pages give the best results.

What happens if there's an error in processing?

If processing fails, the credits for that document are returned to your account. If a valid document is uploaded under the wrong document type, credits are still used.

Pricing & credits

How do credits work?

One credit = one processed page. Credits are deducted when you process a document. Credit packages are one-time payments, not subscriptions. You can buy more credits at any time.

Is there a limit to the number of documents I can process?

Your limit depends on your credits. One credit = one processed page. See the pricing section for credit packages.

What happens when I run out of credits?

Your workspace shows a warning when your credits are low. You can buy more credits at any time.

Can I get a refund for unused credits?

Unused credits are non-refundable (see our Terms). If you have a problem with a purchase, contact us.

Formats & export

What formats do you support?

PDF only. We read each page as an image, so scanned PDFs can work too. Clear, legible pages give the best results.

Can I export the processed data?

Yes. You can export your data to Excel (XLSX) or CSV.

Can I process documents in bulk?

Yes. You can upload several PDFs at once.

Do you have an API?

Not yet. Public API access is not available today. If you need it, contact us and tell us about your use case.

What integrations do you support?

We currently don't have any integrations, but we're actively exploring options based on user feedback. Have a specific integration in mind? Let us know through our contact page!

See it on your own statement

Drop a PDF and preview the rows for free. No signup needed.

  • 20 free pages on signup
  • No card needed
  • Free previews are not stored
Try it free — no signup

20 free pages on signup · no card