Document Templates — AI-Powered Data Extraction

DokuBrain offers 44 ready-made document processing templates across 9 categories including Finance & Accounting, Legal & Contracts, HR & Operations, Healthcare, Real Estate, Sales & CRM, Integrations & Channels, Logistics & Freight, Procurement & Vendors. Each template uses AI to classify your document, extract structured fields, and export the data to Google Sheets, QuickBooks, Xero, or any downstream system — no manual data entry required.

Upload a PDF, DOCX, image, or scanned document and get structured JSON output in seconds. Every template includes confidence scoring, multi-language support, and batch processing. Start free — no sign-up required.

Template Categories

  • Finance & Accounting11 templates
  • Legal & Contracts7 templates
  • HR & Operations4 templates
  • Healthcare3 templates
  • Real Estate3 templates
  • Sales & CRM4 templates
  • Integrations & Channels4 templates
  • Logistics & Freight4 templates
  • Procurement & Vendors4 templates

All Templates

No sign-up required to try

Document Templates

Choose a template, upload your document, and get structured data instantly. Free to try, no account needed.

Categories

New Templates

Expense Report Analyzer

New

Analyze and extract expense report data

Invoice to QuickBooks

New

Extract invoices and push to QuickBooks

Receipt to Xero Expense

New

Scan receipts and push to Xero

Invoice to Google Sheets

New

Extract invoices and export to Google Sheets

AP Aging Report Processor

New

Extract AP aging data by vendor and bucket

P&L Statement Extractor

New

Extract P&L data for financial analysis

Terms of Service Summarizer

New

Summarize Terms of Service documents

MSA Clause Analyzer

New

Analyze MSAs for key clauses and risks

Power of Attorney Extractor

New

Extract details from Power of Attorney documents

Policy Document Analyzer

New

Analyze company policy documents

Patient Intake Form Digitizer

New

Digitize patient intake forms

Purchase Order to Xero Bill

New

Extract POs and create bills in Xero

Auto Insurance Card Reader

New

Read auto insurance cards

WhatsApp Invoice Intake

New

Receive and process invoices via WhatsApp

Google Drive Auto-Processor

New

Auto-process documents from Google Drive folders

Chat Widget Knowledge Base

New

Process docs for chat widget knowledge base

Multi-Channel Receipt Processor

New

Process receipts from any channel for accounting

Bill of Lading Parser

New

Extract shipper, consignee, cargo, and port data

Commercial Invoice (Customs)

New

Extract customs data from commercial invoices

Packing List Extractor

New

Extract package counts, weights, and item details

Proof of Delivery

New

Capture delivery confirmation and recipient data

Vendor Statement Extractor

New

Reconcile vendor balances and payment history

Goods Receipt Note

New

Verify received goods against purchase orders

Vendor Credit Note

New

Process vendor credits against original invoices

Vendor Agreement Analyzer

New

Extract key terms from vendor supply agreements

All Templates(44)

Invoice Processor

Popular

finance

Extract key information from invoices including vendor details, line items, amounts, and payment terms. Supports PDF, DOCX, and image formats.

pdfdocxpng

Receipt Scanner

Popular

finance

Digitize paper receipts and extract merchant information, items purchased, totals, and payment methods for expense tracking.

pdfpngjpg

Bank Statement Parser

finance

Parse bank statements to extract transactions, balances, and account information for reconciliation and analysis.

pdf

W2 Tax Form Extractor

finance

Extract employee and employer information, wages, and tax withholdings from W2 tax forms.

pdfpngjpg

Expense Report Analyzer

New

finance

Process expense reports to extract itemized expenses, categories, totals, and approval information.

pdfxlsxdocx

Invoice to QuickBooks

NewPopular

finance

Extract invoice data and push directly to QuickBooks Online as accounting records. Maps vendor, amounts, line items, and due dates to QBO invoice fields automatically.

pdfdocxpng

Receipt to Xero Expense

New

finance

Scan receipts and push them as expenses to Xero. Automatically classifies merchant, amount, date, and maps to Xero bank transaction fields.

pdfpngjpg

Invoice to Google Sheets

NewPopular

finance

Extract invoice data and automatically export to a Google Sheets spreadsheet. Perfect for building invoice registers and tracking payment status across vendors.

pdfdocxpng

1099 Form Extractor

finance

Extract payer and recipient information, income amounts, and tax data from 1099 forms.

pdfpngjpg

AP Aging Report Processor

New

finance

Parse accounts payable aging reports to extract outstanding balances by vendor, aging buckets (current, 30, 60, 90+ days), and payment priority.

pdfxlsx

P&L Statement Extractor

New

finance

Extract revenue, expenses, and net income from Profit & Loss statements. Parses line items by category for financial analysis and reporting.

pdfxlsx

NDA Analyzer

Popular

legal

Analyze Non-Disclosure Agreements to extract parties, confidentiality terms, duration, and key obligations.

pdfdocx

Contract Clause Extractor

legal

Extract and categorize clauses from business contracts including payment terms, warranties, and termination conditions.

pdfdocx

Lease Agreement Parser

legal

Parse residential and commercial lease agreements to extract rent, terms, responsibilities, and key dates.

pdfdocx

Terms of Service Summarizer

New

legal

Summarize lengthy Terms of Service documents and extract key points about user rights, data usage, and restrictions.

pdfdocxhtml

Employment Contract Reviewer

legal

Review employment contracts to extract salary, benefits, responsibilities, and non-compete clauses.

pdfdocx

MSA Clause Analyzer

New

legal

Analyze Master Service Agreements to extract scope of work, payment terms, SLAs, indemnification clauses, and IP ownership provisions with risk scoring.

pdfdocx

Power of Attorney Extractor

New

legal

Extract principal and agent information, granted powers, effective dates, and revocation conditions from Power of Attorney documents.

pdfdocx

Resume Parser

Popular

hr

Parse resumes to extract contact information, work experience, education, skills, and certifications.

pdfdocx

Job Application Processor

hr

Process job applications to extract applicant information, qualifications, and responses to questions.

pdfdocx

Employee Onboarding Docs

hr

Process employee onboarding documents including I-9 forms, W-4s, and emergency contact forms.

pdf

Policy Document Analyzer

New

hr

Analyze company policy documents to extract key rules, procedures, and compliance requirements.

pdfdocx

Medical Bill Analyzer

healthcare

Analyze medical bills to extract charges, insurance adjustments, patient responsibility, and payment details.

pdf

Insurance Claim Processor

healthcare

Process insurance claims to extract claim information, amounts, and status for tracking and analysis.

pdf

Patient Intake Form Digitizer

New

healthcare

Digitize patient intake forms to extract personal information, medical history, and insurance details.

pdfpngjpg

Property Deed Analyzer

real estate

Analyze property deeds to extract ownership information, property details, and legal descriptions.

pdf

Rental Application Processor

real estate

Process rental applications to extract applicant information, employment history, and references.

pdfdocx

Home Inspection Report Parser

real estate

Parse home inspection reports to extract findings, issues, and recommendations by category.

pdf

Quote/Proposal Analyzer

sales

Analyze sales quotes and proposals to extract pricing, terms, deliverables, and timelines.

pdfdocx

Purchase Order Extractor

sales

Extract information from purchase orders including items, quantities, prices, and shipping details.

pdfdocx

Purchase Order to Xero Bill

New

sales

Extract purchase order data and create bills in Xero automatically. Maps items, quantities, and amounts to Xero bill fields for seamless accounts payable.

pdfdocx

Auto Insurance Card Reader

New

sales

Read auto insurance cards to extract policy information, coverage details, and vehicle data.

pdfpngjpg

WhatsApp Invoice Intake

New

integrations

Receive invoices via WhatsApp, automatically classify and extract vendor, amounts, and line items. Sends a confirmation message back with a processing summary.

pdfpngjpg

Google Drive Auto-Processor

NewPopular

integrations

Automatically process documents dropped into a watched Google Drive folder. Classifies the document type, applies the matching template, and extracts structured data.

pdfdocxpng

Chat Widget Knowledge Base

New

integrations

Optimized template for processing documents that power your embeddable chat widget. Extracts content, FAQs, and key facts so the RAG chat can answer visitor questions with citations.

pdfdocxhtml

Multi-Channel Receipt Processor

New

integrations

Unified receipt processing template that works across all ingestion channels — WhatsApp photos, Google Drive uploads, email attachments, or browser extension captures. Extracts merchant, amounts, and expense data for accounting sync.

pdfpngjpg

Bill of Lading Parser

New

logistics

Extract shipment details from Bills of Lading including shipper, consignee, vessel information, cargo description, and port data for freight management.

pdfpngjpg

Commercial Invoice (Customs)

New

logistics

Extract data from commercial invoices for customs clearance including exporter/importer details, HS codes, country of origin, and declared values.

pdfdocx

Packing List Extractor

New

logistics

Extract packing list details including shipper, consignee, shipment reference, package counts, weights, and item-level details for warehouse receiving and customs.

pdfdocxxlsx

Proof of Delivery

New

logistics

Capture delivery confirmation data from POD documents including recipient signature, delivery timestamp, carrier details, and any noted exceptions.

pdfpngjpg

Vendor Statement Extractor

New

procurement

Extract data from vendor account statements including outstanding balances, payment history, and invoice-level detail for accounts payable reconciliation.

pdfdocx

Goods Receipt Note

New

procurement

Extract data from Goods Receipt Notes (GRNs) to verify received quantities, match against purchase orders, and flag discrepancies before approving vendor invoices.

pdfdocx

Vendor Credit Note

New

procurement

Extract credit note details from vendor-issued credit memos including the original invoice reference, reason for credit, and credit amount for AP offset processing.

pdfdocx

Vendor Agreement Analyzer

New

procurement

Analyze vendor agreements and supply contracts to extract key terms including payment terms, delivery conditions, warranty periods, liability caps, and termination clauses.

pdfdocx

Need a custom template?

Create custom extraction schemas for your unique document types with just 5 examples.

Get Started Free