Invoice guide

Get your workspace ready

kvitr brings invoice PDFs and their details into one shared workspace. Create an account, verify your email, then create an organization or join one you have been invited to.

Follow the getting started guide for your first collection.

Connect your sources

Vercel imports historical invoices and checks for new ones daily, even while you are signed out. Mailboxes collect PDF attachments when you run a sync. Billing-dashboard connections use a saved provider session and are in beta.

Compare the available connections before choosing a source.

Review the PDF and fields

Open an invoice to see the original PDF beside its amounts, dates, currency, and other details. Check the extracted values and save your review. Learn how invoice review works.

Classify suppliers once

Set a supplier’s Type, Team, Project, and optional custom category. Its invoices inherit those choices. Learn about supplier defaults, invoice overrides, and splits.

Understand your costs

Reports chart collected invoice costs by month, break them down per collection source, and group them by type, team, project, or your custom category. Read about totals and currencies.

Work together

Settings brings workspace choices, team invitations, and account security together. Manage your team’s access and read how your data is protected.

What’s new

See recent product updates, including the new sidebar, invoice review, and historical Vercel collection.