Document reports and invoices in one app

xB Doc Analyzer reads the details of a document, its metadata among them, into a report you can edit and export as a branded PDF. It also creates invoices from 30 templates and keeps a register of every one it exports.

Illustration of a document report and an invoice

What xB Doc Analyzer does

Two jobs in one app: reports on documents, and invoices.

  • Document reports

    Each file you add becomes a report table of categories, attributes and values, in the order the files were added.

  • Edit like a spreadsheet

    Change any value in place, add rows for what the document shows, and copy cells to and from Excel. Edits change the report, never the original file.

  • Branded PDF reports

    Preview the report, export it as a PDF in the Xcelerate Brands template, and save the project to reopen and edit it later.

  • Invoices from 30 templates

    Choose one of 30 designs and fill in the invoice beside a live preview. Your company profile, bank details, tax and next number are filled in for you.

  • Invoice register

    Every exported invoice in one list. Search by number or client, filter by status or period, and see totals, outstanding and overdue amounts.

  • Clients and catalog

    An address book for the Bill to section and a catalog of products and services for line items, both saved as you go.

On the desktop and on the web

The same engine in two places.

  • Desktop app for Windows

    Both jobs, on the computer it runs on. Nothing is uploaded: every document, report and invoice stays there.

  • Web version

    Invoices from the same 30 templates, uploaded invoice PDFs edited in place, and projects that group invoices, in one workspace the team shares.

  • One engine

    Both use the same engine. On the web an uploaded PDF is read and edited on your own computer and never stored. Only invoices made in the app are saved.

Security

How the web version keeps accounts and documents safe.

  • Invitation only

    There is no public sign-up: an administrator invites each person. The web version is not listed by search engines.

  • Two-step verification

    A code from any authenticator app on top of the password, with ten single-use recovery codes. The administration area requires it.

  • Documents stay with you

    Uploaded PDFs are read and edited in the browser and never stored, and an issued invoice cannot be changed by anyone.

How to get access

xB Doc Analyzer is private. Accounts are by invitation, and there is no public sign-up.

  • Talk to our team

    Tell the Xcelerate Brands team who needs xB Doc Analyzer and what for.

  • We send an invitation

    An administrator invites each person. The invitation link works once, for seven days.

  • Set up your account

    Accept the invitation and choose your password. Two-step verification with an authenticator app is there for every account.

Questions about xB Doc Analyzer?

Talk to the Xcelerate Brands team about xB Doc Analyzer and who on your team would use it.