Siftly

Introduction to Siftly

Siftly is a document data extraction tool that converts unstructured documents—such as invoices, receipts, bank statements, and job-related paperwork—into structured, spreadsheet-ready data. It uses AI to identify and extract key fields including totals, line items, dates, supplier names, tax amounts, and net values. The service is designed for users who regularly handle physical or digital documents but lack the time or resources to manually transcribe data into spreadsheets.

Siftly targets small business owners, independent contractors, landlords, and trades professionals who manage recurring financial documentation across multiple suppliers or projects. Its no-template, no-code interface eliminates configuration overhead, enabling immediate use with common file formats including PDF, PNG, JPG, HEIC, and WebP (up to 10 MB per file).

Key Takeaways

• Supports diverse input formats: PDF, PNG, JPG, HEIC, and WebP files up to 10 MB
• Extracts structured data—including line items, totals, dates, supplier names, and tax amounts—in under 2 seconds per document
• Offers manual review and editing of extracted data before export
• Provides batch processing: up to 15 documents in a single upload
• Exports to CSV, Excel (.xlsx), and direct integration with Google Sheets
• Implements AES-256 encryption at rest and TLS in transit; uploaded files are auto-deleted after extraction
• Maintains user control over data history retention (7-day, 30-day, or unlimited based on plan)
• Includes tiered pricing with free, Plus, Pro, and Enterprise options

How Siftly Works

Siftly operates through a three-step workflow: upload, extract, and export. Users begin by dragging and dropping or selecting files via a browser interface. Supported formats include scanned documents, smartphone photos, and digital PDFs. Once uploaded, Siftly’s AI model processes each file to identify document type and locate relevant fields using layout-aware optical character recognition and semantic parsing.

The system outputs a preview table showing extracted data—such as vendor name, date, gross amount, tax, and net total—with editable cells. Users may correct any field before finalizing the export. Export options vary by subscription tier: Free users can download CSV files only; Plus adds Excel support; and Pro includes one-click synchronization to Google Sheets. Batch uploads are processed sequentially, with progress indicators and timing metrics displayed during extraction.

Core Benefits and Applications

Siftly streamlines financial recordkeeping for scenarios where manual data entry creates bottlenecks. Builders and trades professionals use it to track material costs across multiple suppliers and job sites. Landlords apply it to organize property maintenance receipts and utility bills. Small businesses reduce administrative overhead by converting vendor invoices directly into accounting-ready spreadsheets without relying on templates or custom integrations.

The tool supports audit readiness through editable, versionable exports and secure data handling. Its privacy model—featuring automatic deletion post-processing and end-to-end encryption—makes it suitable for sensitive financial documentation. Because all processing occurs server-side with no client-side installation, it functions consistently across devices and operating systems.

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