1. Apply
Complete the pilot application form. Tell us about your practice, your invoice volumes and what you need from the service.
How It Works
From invoice to structured data
A consistent four-stage process that turns your invoices into clean, reviewed spreadsheet data — every time.
The Process
Four stages, every invoice
Worksett applies the same structured workflow to every invoice it processes. Consistency is the foundation of reliable output.
-
Receive
Invoices collected and logged
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Extract
Key data fields identified
-
Review
Output checked before delivery
-
Deliver
Structured data sent to you
Receive
Invoices are collected through the submission channel agreed with your practice at the start of the engagement. Each invoice is logged on receipt so nothing is missed or processed twice.
- Invoices submitted via the submission channel agreed with your practice
- Each invoice logged and assigned a reference on receipt
- Batch or individual submission supported
- Submission method agreed with each beta participant
Extract
Key data fields are identified and extracted from each invoice. The same field structure is applied consistently, regardless of the invoice's original layout, language or format.
- Supplier name and contact details
- Invoice date, due date and reference number
- Line item descriptions, quantities and unit prices
- Subtotals, tax amounts and invoice totals
- Currency and payment terms
- Fields that cannot be reliably extracted are flagged, not guessed
Review
Before any data leaves Worksett, it is reviewed for completeness and consistency. This step exists to catch errors before they reach your records — not after.
- Extracted data checked against the source invoice
- Consistency of field structure verified across the batch
- Flagged fields reviewed and documented
- Output prepared in your agreed format
Deliver
Structured, reviewed data is delivered to your practice to the agreed target turnaround, in the format that works for your workflow. A summary of any flagged items is included with each delivery.
- Delivered as XLSX, CSV or in a Google Sheets-compatible format
- Target turnaround agreed in advance with each participant
- Flagged items documented clearly in the delivery
- Delivery confirmation sent on completion
Getting Started
How the beta engagement begins
Here is what happens after you apply.
2. Discuss
We review your application and get in touch to discuss whether the beta service is a good fit for your practice right now.
3. Begin
We agree the submission method, output format and target turnaround, then begin processing your invoices.
What to Expect
Honest about the beta
We are building Worksett carefully. Here is what beta participants should expect — and what is not yet available.
✓ You can expect
- A consistent field structure for every invoice processed
- Human review before every delivery
- Clear documentation of any flagged or uncertain fields
- Target turnaround agreed in advance
- Direct access to the Worksett team
- Your feedback taken seriously and acted on
— Not yet available
- Instant or real-time processing
- Direct integration with accounting software
- A self-service portal or dashboard
- Guaranteed extraction of every field on every invoice
- Processing of handwritten or very low-quality invoices