OptiExtract
OptiExtract is a web and API document parser that uses AI to extract fields from invoices, PDFs, emails, and scanned files.
What OptiExtract is
OptiExtract is a web and API document parser that uses AI to extract fields from invoices, PDFs, emails, and scanned files. Documents can be uploaded or sent to a custom email address. Users highlight the information they need, and the system learns that selection to create custom templates. Supported inputs include PDFs, scans, DOCX files, and images. Listed outputs and connections include Google Sheets, Excel, Webhooks, Zapier, API integrations, email, and CRM systems. Named use cases cover finance, logistics and operations, human resources, insurance, and general administration. Finance examples include invoices, receipts, purchase orders, and bank statements with two-way matching. OptiExtract says data is encrypted and GDPR-compliant by design on Google Cloud infrastructure. A free trial is available, but no duration is stated. Starter lists 10 documents per month with community support; Pro costs $149 a month for 2,000 documents, and Premium costs $299 a month for 5,000.
Good
- Accepts PDFs, scans, DOCX files, and images
- Custom templates created from highlighted fields
- Exports to Google Sheets and Excel
- Webhooks and API access available
- Encryption and GDPR-compliant design stated
Watch out
- No free plan
- Starter pricing is listed as Contact
- Workflows are marked coming soon
- Pro and Premium have monthly document limits
Who it suits
It suits teams processing structured information from business documents, especially finance, logistics, HR, insurance, and administration groups. API, webhook, email, and CRM connections fit connected workflows.
Verdict
OptiExtract focuses on configurable extraction across common business documents, with several export and integration paths. Check plan limits, support levels, and the unlisted Starter price against your document volume.
Plans and prices
From OptiExtract's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Pro | $149 a month | Unlimited templates · All integrations · 2,000 docs/mo · Email & Chat support · Dedicated onboarding · $149/mo |
| Premium | $299 a month | Everything in Pro · 5,000 docs/mo · Priority Email & Chat support · Advanced Analytics · Custom API Rate Limits · $299/mo |
| Enterprise | Priced on request | Custom volume & pricing · Dedicated API access · SLA & Compliance · On-premise deployment · 24/7 Premium support · Dedicated Account Manager · Volume Pricing |
| Starter | Priced on request | 10 documents/month · All core features · Community support · Contact |
The facts
Each one read from OptiExtract's own pages, with the date it was checked.
What it does
- Availability
- The site labels Workflows as coming soon.checked 4 Oct 2026
- Document processing
- OptiExtract says its AI-powered parser extracts data from invoices, PDFs, emails, and scanned files.checked 4 Oct 2026
- Exports and integrations
- The site lists exports to Google Sheets and Excel, plus Webhooks, Zapier, and API integrations.checked 4 Oct 2026
- File formats
- The product supports PDFs, scans, DOCX files, and images.checked 4 Oct 2026
- Finance use case
- For finance teams, the site describes extracting data from invoices, receipts, purchase orders, and bank statements, with two-way matching.checked 4 Oct 2026
- Input methods
- Users can upload documents or send them to a custom email address for parsing.checked 4 Oct 2026
- Intended users
- The site names finance, logistics and operations, human resources, insurance, and general administration teams as use cases.checked 4 Oct 2026
- Other connections
- The site also lists email and CRM connections.checked 4 Oct 2026
- Security
- OptiExtract says data is encrypted and GDPR-compliant by design, and that it uses Google Cloud infrastructure.checked 4 Oct 2026
- Support
- The listed support ranges from community support on Starter to email and chat support on Pro and priority email and chat support on Premium.checked 4 Oct 2026
- Template creation
- Users highlight the data they need, and the AI learns and builds custom templates.checked 4 Oct 2026
Money
- Trial
- The site offers a free trial but does not state its duration on the page.checked 4 Oct 2026
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