Introduction

Overview

Step-by-step guides to help you get the most out of LumiParser.

LumiParser is designed for accounting firms, bookkeepers, and small teams who want to automate data entry and organize client information. No technical experience required — if you can use email and spreadsheets, you can use LumiParser.

How it works

1. 1

   Create a document parser

   You tell LumiParser what type of documents you have (e.g. invoices) and what information you want to capture.

2. 2

   Upload your documents

   You add PDFs, images, or Excel files to your Document Inbox.

3. 3

   Review the extracted data

   LumiParser fills in the fields you set up. You can check and edit the results.

4. 4

   Use or export the data

   Download as CSV, Excel, or JSON, or register a webhook to get the data automatically the moment a document finishes parsing.

The guides cover Understanding LumiParser, Getting Started topics like Quick Start and field editing, Product Guides addressing parsers and integrations, Troubleshooting for common issues, and FAQs for specific use cases.