Everything you need to know about invrt, from getting started to managing payments, teams, and billing.
Set up your account and process your first invoice
Navigate your invoices and track what needs attention
Edit extracted data, add notes, and approve
Auto-forward invoices from Gmail or Outlook
Generate SEPA files and upload to your bank
How invrt keeps your payments safe
What these files are and why they save you time
Company details, SEPA config, and security
Invite members, assign roles, manage access
Two-factor authentication and login security
Free tier, pricing, and subscription management
Common questions answered
Sign up with your email. No credit card required. You get 5 free invoices per month to try everything out. Set up your company details (name, IBAN) so invrt knows where the payments come from.
You have two options: forward the email containing the invoice to your personal invrt email address, or upload the PDF directly by dragging it into the dashboard. invrt accepts standard PDF invoices up to 20 MB each.
AI reads your invoice and extracts the vendor name, IBAN, amount, due date, and reference number. You see everything side by side with the original PDF. If anything needs correcting, you can edit it directly.
Once you've reviewed, click Approve. When you're ready to pay, go to Payments, select the invoices you want to include, and click Generate SEPA XML. You'll download a single file containing all your payments.
Log into your bank's online portal, go to the batch payments or SEPA upload section, and upload the XML file. Your bank processes all the payments at once. No more typing IBANs one by one.
The dashboard is your home screen. It shows a snapshot of where things stand so you can decide what needs your attention right now.
See how many invoices are pending review, approved and ready to pay, rejected, or already exported. One glance tells you if there's work to do.
Invoices are grouped by urgency: overdue, due today, due this week, and due next week. Each tier shows the vendor name and amount so you can prioritize.
Your last 15 uploaded invoices with timestamps, so you always know what just came in.
Your last 5 SEPA files, ready to re-download if you need them again.
The Inbox is where you manage all your invoices. Every invoice that enters invrt (whether uploaded or forwarded by email) appears here.
Filter by status — Show only pending, approved, rejected, exported, or error invoices. Or view all at once.
Search — Find invoices by vendor name, invoice reference, or filename.
Bulk approve — Select multiple invoices and approve them in one click. Useful when you've reviewed everything and just need to move them forward.
Review mode — Click "Start review" to step through all pending invoices one by one. invrt shows your progress (e.g. "3 of 12") and auto-advances to the next invoice after each decision.
Every invoice moves through a clear lifecycle:
Newly uploaded or forwarded. Waiting for you to review and decide.
Reviewed and confirmed. Ready to be included in a SEPA payment file.
Marked as not-to-be-paid. You can change your mind later if needed.
Included in a generated SEPA file. The payment is in your bank's hands now.
The AI couldn't read this PDF. You can re-upload it or enter the data manually.
Click on any invoice in your Inbox to open the detail view. You'll see the original PDF on one side and the extracted data on the other. This is where you verify, correct, and approve.
The AI extracts: vendor name, IBAN, BIC, amount, currency, due date, description/reference, and vendor address. Every field is editable. Just click and change it.
As you type a vendor name, invrt suggests vendors you've paid before. Selecting one auto-fills their IBAN and BIC from your history. This saves time and reduces errors, especially for recurring vendors.
invrt shows contextual warnings to protect you from mistakes and fraud:
IBAN changed
The vendor's IBAN on this invoice doesn't match what you've paid before. You must explicitly confirm the change. This is a key fraud protection.
Amount mismatch
The AI's two readings of the amount differ. Review the PDF to confirm which is correct.
Possible duplicate
Another invoice with the same vendor and amount (or matching reference) was found. Review both before approving.
Missing vendor address
For international (non-EUR) payments, some banks require the vendor's full address. invrt will prompt you to fill it in.
You and your team can leave notes on any invoice. Use them to flag concerns, ask a colleague to double-check something, or record context that isn't on the PDF itself. Notes show the author's name and timestamp, and can be deleted by the author or an admin.
Every invrt account gets a unique email address (something like [email protected]). When you forward an invoice email to that address, invrt automatically extracts the PDF attachments and processes them.
You can find your unique email address in Settings. If you ever need a new one (for example, if you accidentally shared it), you can regenerate it. The old address stops working immediately.
Go to Settings (gear icon) → See all settings → Forwarding and POP/IMAP. Click Add a forwarding address and paste your invrt email address.
Create a filter: click Filters and Blocked Addresses → Create a new filter. Set the "Has attachment" checkbox or filter by sender (e.g. invoices from specific vendors). Then choose Forward it to your invrt address.
Done! Matching emails will be forwarded automatically. You can also forward individual emails manually at any time.
Go to Settings (gear icon) → Mail → Rules. Click Add new rule.
Set a condition (e.g. "Has attachment" or "From" a specific sender). Under Add an action, choose Forward to and paste your invrt email address.
Click Save. New matching emails will be forwarded automatically. You can also forward individual emails from any Outlook client.
Go to the Payments page to see all your approved invoices, sorted by due date. The total amount per currency is shown at the top.
When you're ready to pay, click Generate SEPA XML. invrt validates every invoice (checking IBANs, required fields, and addresses for international payments) and creates one XML file per currency. If you have invoices in multiple currencies, you'll get separate files.
After generation, you can download each SEPA file individually, or use Download all as ZIP if you have multiple batches. All generated files remain available in your History page indefinitely.
Made a mistake or need to regenerate? In History, open any batch and click Requeue. You have two options:
The History page shows every SEPA file you've ever generated, along with a searchable list of all invoices across all statuses. Every action in invrt (uploads, approvals, rejections, exports, settings changes) is logged in the audit trail, visible under Settings → Recent activity.
Here's what happens behind the scenes every time you upload an invoice. These checks run automatically. You don't have to do anything.
invrt checks the total amount in two ways. First, it verifies the maths: does the subtotal plus VAT equal the total? If VAT details aren't available, it reads the invoice a second time with a separate AI model and compares both numbers. If the amounts match, you see a green check. If they differ, you'll be asked to glance at the PDF before approving.
Every IBAN goes through a checksum validation to catch typos and extraction errors. If the checksum fails, invrt automatically retries the extraction. It also compares the IBAN against previous invoices from the same vendor. If the bank account has changed, you'll see a clear warning and must confirm the change before approving. This is one of the most effective protections against invoice fraud.
When you upload a PDF, invrt computes a unique fingerprint (hash) of the file. If you've already uploaded the same file, it's caught immediately. Beyond that, invrt looks for invoices with the same vendor and reference number to flag potential duplicates even if the file is slightly different.
If the document is a credit note (money owed to you, not from you), invrt warns you clearly so you don't accidentally pay it. It also checks whether the extracted IBAN is your own bank account (which can happen when both buyer and seller IBANs appear on the invoice) and retries the extraction to find the vendor's IBAN instead.
After you've processed a few invoices from the same vendor, invrt learns what a typical amount looks like. If a new invoice is significantly higher or lower than usual, you'll see a friendly heads-up. It won't block you, just a nudge to take a second look.
SEPA stands for Single Euro Payments Area. It's a European standard that makes bank transfers between European countries as simple as domestic transfers. If you've ever transferred money within Europe using an IBAN, you've used SEPA.
SEPA covers 36 countries including all EU member states, plus countries like Norway, Switzerland, and the UK. It means your Dutch company can pay a German supplier just as easily as paying someone in the same city.
An XML file is a structured text file that computers can read. Think of it as a digital list of payments: each entry contains who you're paying, their IBAN, the amount, and a reference. It's the same format your bank uses internally.
The specific format invrt uses is called PAIN.001 (Payment Initiation). Don't worry about the technical name. What matters is that every European bank accepts this format. It's an open standard, not a proprietary file type.
Every European business bank supports SEPA file uploads, though the exact location varies. Here's where to find it in the most common banks:
ABN AMRO — Payments → Batch payments → Upload file
ING Business — Payments → Upload payment file
Rabobank — Payments → Batch payments → Import file
KBC — Payments → Import payment orders
Deutsche Bank — Zahlungsverkehr → SEPA-Datei hochladen
Bunq — Payments → Batch payments → Upload SEPA file
N26 Business — Transfers → Batch transfer → Import file
Don't see your bank? Look for "batch payments", "SEPA upload", or "import payments" in your online banking. If you need help, contact us.
Go to Settings to configure your company information. Your company name appears as the initiating party in every SEPA file (this is the name your bank sees). Your IBAN is the account the payments come from. Your BIC (bank code) is optional but some banks require it.
A few advanced settings let you tailor the payment file to your bank's requirements:
Batch booking — When enabled, your bank groups all payments into a single statement line. When disabled, each payment appears individually on your statement. Some accounting tools (like Exact) require individual lines. Check with your bank or accountant if you're unsure.
Initiator ID — Some banks (e.g. Santander Spain) require a tax ID or company registration number in the SEPA file. If your bank asks for it, enter it here.
Company address — Required for international (non-EUR) payments. Fill in your street address, city, postcode, and country. The country field supports autocomplete.
Base currency — The default currency for your payments. Usually EUR, but can be changed if needed.
Your unique invrt email address is shown in Settings. If you need to regenerate it (for example, if it was accidentally shared externally), click Regenerate. The old address stops working immediately and a new one is created. Remember to update any auto-forwarding rules in your email client.
The Settings page shows your organization's recent activity: a chronological log of who did what. This includes invoice uploads, approvals, rejections, exports, settings changes, and user management actions. Useful for auditing and keeping your team accountable.
Owners and Admins can invite new members from Settings → Team members. Enter the person's name, email, a temporary password, and their role. They'll receive an email invitation with their login credentials.
invrt has three roles with increasing levels of access:
Full access to everything. Can manage billing, invite and remove team members, configure SEPA settings, and delete the account. There is one owner per organization.
Can manage team members, configure SEPA settings, and perform all invoice operations. Cannot manage billing or delete the organization.
Can upload invoices, review and approve/reject them, generate SEPA files, and view history. Cannot manage team members or change organization settings.
If someone leaves or no longer needs access, Owners and Admins can deactivate their account. Deactivated members can't log in but their past activity (notes, approvals, etc.) is preserved. You can reactivate them at any time.
Two-factor authentication adds an extra layer of security to your account. Once enabled, you'll need both your password and a code from your authenticator app to log in.
Go to Settings and find the Two-factor authentication section. Click Enable 2FA.
Scan the QR code with your authenticator app (Google Authenticator, Authy, 1Password, etc.). Or enter the secret key manually.
Enter the 6-digit code from your app to confirm. 2FA is now active.
If you've lost your phone or can't access your authenticator app, you can request a reset link from the login page. The link is sent to your email and is valid for 15 minutes. Alternatively, an Owner or Admin on your team can reset your 2FA from the Settings page.
invrt has several built-in protections for your account:
€0/month
€7/month
€59/year
Go to Settings → Billing to view your current plan, payment method, and invoice history. You can upgrade, downgrade, or update your payment details at any time.
Billing is handled securely through Stripe. invrt never sees or stores your credit card number. When you click "Manage billing", you're taken to your Stripe customer portal where you can update your card, view past invoices, or cancel.
On the free plan, you can process up to 5 invoices per month. Once you've reached the limit, new uploads and email-forwarded invoices will be paused until the next month or until you upgrade. Your existing invoices, history, and SEPA files remain fully accessible.
No contracts, no commitments. Cancel from your Stripe portal at any time. After cancellation, you'll keep access until the end of your billing period, then automatically move to the free tier. Your data is never deleted when downgrading.
This can happen with unusual invoice layouts. Simply click on the incorrect field and correct it manually. The vendor autocomplete can help pre-fill known vendors. If a specific invoice format consistently fails, let us know and we'll work on improving it.
The most common causes are: (1) your company IBAN or BIC in Settings is incorrect, (2) a vendor IBAN failed validation but was manually overridden, (3) your bank requires fields like batch booking or initiator ID to be configured differently. Double-check your SEPA settings and try regenerating the file.
Check that: (1) the email had a PDF attachment (not an image or link), (2) you sent it to the correct invrt email address (find it in Settings), (3) you haven't reached your monthly invoice limit. If you've regenerated your email address recently, make sure your forwarding rules use the new address.
If you have 2FA enabled and lost access to your authenticator, use the "Reset 2FA" link on the login page. A reset link will be sent to your email (valid for 15 minutes). If your account was deactivated by an admin, contact your team's Owner to reactivate it.
invrt catches exact duplicates automatically. If a similar invoice slipped through (slightly different file but same vendor/amount), you can reject it from the review screen. Rejected invoices are excluded from payment files.
Go to History, find the batch, and click Requeue. Choose "Re-export" to move the invoices back to approved (for a quick re-generation) or "Review" to move them back to pending (for a full re-review).
No. invrt generates a payment file that you upload to your bank yourself. We never have access to your bank account, and we can't initiate payments on your behalf. You stay in full control.
invrt accepts PDF invoices up to 20 MB. You can either upload them directly or forward the email containing the invoice to your personal invrt email address. The AI extracts data from standard European invoice layouts.
Yes. invrt can extract data from invoices in any currency and generates separate SEPA files per currency. Note that for non-EUR payments, your bank may require vendor addresses. invrt will prompt you to fill these in when needed.
The AI reads your invoices with high accuracy, but we always show you the extracted data for review before anything happens. You can correct any field before approving. For recurring vendors, the autocomplete feature helps catch errors by suggesting known IBANs and details.
invrt flags IBAN changes automatically. If a vendor's IBAN on a new invoice doesn't match their previous invoices, you'll see a clear warning before you can approve. This helps protect against invoice fraud, where someone sends a fake invoice with a different bank account.
Yes. All connections are encrypted with HTTPS, passwords are hashed with Argon2 (industry best practice), uploaded PDFs are stored encrypted, and your data is stored in the EU. We use essential cookies only, no tracking. See our privacy policy for details.
You can process up to 5 invoices per month for free, with no time limit and no credit card required. This includes all features: AI extraction, vendor management, SEPA export, and team access. If you need more, the Pro plan is €7/month or €59/year (saving 29%) for unlimited invoices.
Yes. There are no contracts or commitments. You can downgrade to the free tier or delete your account at any time from your settings page. After cancelling a paid plan, you keep access until the end of your billing period.
There is no limit on team members. You can invite as many people as you need. Each member gets their own login with role-based permissions (Owner, Admin, or Member).
Every European business bank supports PAIN.001 uploads. It's a mandatory standard. This includes ABN AMRO, ING, Rabobank, KBC, Deutsche Bank, Bunq, N26 Business, and hundreds more. Look for "batch payments" or "SEPA upload" in your online banking.
Your SEPA XML files are always available for re-download from the History page. If you'd like a full export of your data or want to delete your account entirely, contact us and we'll take care of it promptly.
Exported invoices move to "Exported" status. They remain fully accessible in your Inbox and History. You can re-download the SEPA file anytime, or requeue the invoices if you need to regenerate.
We're happy to help. Send us a message and we'll get back to you within a few hours.
Contact usOr email us at [email protected]