> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thedrive.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Split, Read and File Invoices with The Drive AI

> The Drive AI splits batch-scanned invoices, reads vendor, date and amount without templates, files them by vendor and year, and totals them in a spreadsheet

The Drive AI handles invoices without templates. It splits a scanned stack into one file per invoice, reads the vendor, date, number and amount from any layout, renames and files each one by vendor and year, and can total a folder of invoices into a spreadsheet. Invoices can arrive by upload, by scan, by email or in a connected drive.

## What you need

* **Invoices stored in The Drive AI:** every plan.
* **Invoices arriving in Gmail or Outlook, or kept in Google Drive, OneDrive, SharePoint, Dropbox or a NAS:** Max, Team, Business or Enterprise. See [Plans & Pricing](https://docs.thedrive.ai/account/plans-pricing.md).
* **Workflows** are created by owners and admins. In a personal workspace, that's you.

## File every new invoice

Set up a [workflow](https://docs.thedrive.ai/workflows/overview.md) on the place invoices arrive. A typical one:

1. **Trigger:** **File Uploaded** on your scans or invoices folder, or **Email Attachment** on your inbox. See [Triggers](https://docs.thedrive.ai/workflows/triggers.md).
2. **Split Document**, if invoices arrive as one scanned stack: "split into separate invoices". Each invoice then goes through the rest on its own.
3. **Ask AI About the File:** "What kind of document is this?" with `invoice`, `receipt` and `other`.
4. **Rename** invoices: "date, vendor and invoice number. e.g. INV-10422 from Acme Corp dated 12 Mar 2026 → 2026-03-12 Acme Corp INV-10422.pdf".
5. **Move** them: "to Vendors/\[vendor name]/\[year from the invoice date]". Folders that don't exist yet are created.
6. Optionally, **Read Details from File** to pull `vendor` and `amount`, and **Send a Message** to Slack or email, such as "Invoice from Acme Corp for \$4,200".

Add **Ask a Person to Approve** with **Only when unsure** before **Move** if a person should check the uncertain ones. See [Steps](https://docs.thedrive.ai/workflows/steps.md).

For invoices arriving by email, see [File email attachments automatically](https://docs.thedrive.ai/guides/file-email-attachments-automatically.md).

## Read and total the invoices you already have

Open the folder and ask the [agent](https://docs.thedrive.ai/agent/overview.md), for example:

```text theme={null}
Read every invoice in this folder and make a spreadsheet with vendor, invoice number, date and amount, totalled by month.
```

The agent reads each invoice and makes an Excel file with real formulas, so totals recalculate when you edit a row. Save it to a folder or download it. See [Document creation](https://docs.thedrive.ai/features/document-creation.md).

To file the invoices you already have, ask the agent to "rename and file these by vendor and year", or run the workflow above over the folder with **On a Schedule**.

## What it can't do

* **It can occasionally misread an invoice.** A blurry scan or an unusual layout can give a wrong total or vendor. Check the spreadsheet against a few originals, and use an approval step for filing that matters.
* **Reading many invoices in one task has a limit per plan.** Free reads up to 50 files in one task, and paid plans far more. Moving and renaming many files isn't limited this way. See [Tasks and limits](https://docs.thedrive.ai/agent/overview.md#tasks-and-limits).
* **Each file a workflow handles counts as a workflow file.** See [Workflow files](https://docs.thedrive.ai/workflows/workflow-files.md).
* **It doesn't post to accounting software by itself.** **Send to Another App** can send the details to a service you choose. See [Steps](https://docs.thedrive.ai/workflows/steps.md#send-to-another-app).

## Related

> [card] [File email attachments automatically](https://docs.thedrive.ai/guides/file-email-attachments-automatically.md)
>
> Invoices that arrive in Gmail or Outlook.

> [card] [Rename scanned PDFs](https://docs.thedrive.ai/guides/rename-scanned-pdfs-by-content.md)
>
> Names from what's on the page.

> [card] [Steps](https://docs.thedrive.ai/workflows/steps.md)
>
> Split Document, Read Details from File and the rest.

> [card] [Document creation](https://docs.thedrive.ai/features/document-creation.md)
>
> Spreadsheets, PDFs and more from your files.

> [card] [Accounts payable workflow automation](https://thedrive.ai/blog/accounts-payable-workflow-automation)
>
> How invoice intake and filing fit an AP process.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.