ToSheet.ai

Document types we turn into sheets

Each of these has a page of its own, with the columns we usually find and a dropzone to try it on your own file. Anything not listed still works — drop it on the home page and we will read the columns off the document itself.

Invoices and accounting

Bills, receipts, statements, expenses — anything that ends up in the books.

Invoice

Bookkeeper or AP clerk keying invoices into a spreadsheet

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Receipt

Anyone reconciling a shoebox of receipts at month end

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Bank statement

Bookkeeper reconciling accounts without a bank feed

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Credit card statement

Office manager splitting a company card across cost codes

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Expense report

Controller approving reimbursements submitted on paper

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Remittance advice

AR clerk matching customer payments to open invoices

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Credit memo

AP clerk tracking credits owed back by a vendor

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Utility bill

Facilities manager tracking usage across several sites

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Pay stub

Small-business owner reconciling payroll runs by hand

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Vendor statement

AP clerk reconciling a supplier's ledger against their own

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Deposit slip

Office manager logging daily cash and check deposits

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Petty cash receipt

Office administrator reconciling a petty cash box

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1099 form

Controller collecting contractor tax forms at year end

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W-9 form

AP clerk onboarding vendors and chasing missing forms

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Donation receipt

Nonprofit administrator tracking gifts for acknowledgment

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Buying and selling

Purchase orders, quotes, packing slips, order confirmations.

Purchase order

Inside sales rep keying customer POs into an order log

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Sales order

Order desk supervisor watching what has been promised

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Quote

Sales manager tracking what has been quoted and never closed

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Packing slip

Receiving clerk checking what actually turned up

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Price list

Purchasing manager tracking supplier price changes

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Request for quote

Estimator triaging inbound RFQs by deadline

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Order confirmation

Buyer checking that suppliers confirmed what was ordered

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Commission statement

Manufacturer's rep reconciling commissions from several principals

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Statement of work

Agency operations lead tracking signed scopes and their values

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Sales contract

Contracts administrator tracking renewal and expiry dates

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Shipping and receiving

Bills of lading, delivery tickets, scale tickets, proof of delivery.

Bill of lading

Shipping manager keeping a register of what left the dock

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Delivery ticket

Dispatcher reconciling what was delivered against what was billed

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Proof of delivery

Billing clerk who cannot invoice until the POD is in hand

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Scale ticket

Yard manager reconciling inbound and outbound tonnage

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Freight invoice

Logistics analyst auditing carrier bills against quoted rates

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Rate confirmation

Small carrier or dispatcher logging booked loads

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Air waybill

Freight forwarder tracking air shipments and chargeable weight

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Commercial invoice

Import coordinator preparing customs entries

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Dispatch sheet

Fleet dispatcher reconstructing what each truck actually ran

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Fuel receipt

Owner-operator collecting fuel purchases for IFTA reporting

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Load tender

Carrier sales rep deciding which offered loads to take

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Packing list

Import coordinator checking a container against its manifest

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Field and service work

Work orders, service tickets, inspections, job site paperwork.

Work order

Service manager tracking completed jobs and billable hours

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Service ticket

Dispatcher logging calls closed out in the field

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Inspection report

Compliance coordinator collecting inspections across sites

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Field ticket

Oilfield service coordinator turning tickets into invoices

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Punch list

Project manager closing out a construction job

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Daily construction report

Superintendent producing a record of crews, weather and delays

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Maintenance log

Maintenance planner tracking service intervals across assets

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Calibration certificate

Quality manager keeping instruments in calibration for audit

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Safety data sheet

EHS coordinator maintaining a chemical inventory

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Lien waiver

Construction accountant collecting waivers before releasing payment

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Change order

Project manager tracking scope changes against the original contract

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Incident report

Safety manager tracking incidents and near misses across sites

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Vehicle inspection report

Fleet manager keeping DVIRs and defects in one place

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Warranty claim

Service coordinator chasing reimbursement from manufacturers

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Certificate of insurance

Contracts administrator keeping subcontractor coverage current

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People and time

Timesheets, expense reports, applications, certifications.

Timesheet

Payroll administrator collecting paper time cards every week

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Job application

Hiring manager at a business without an applicant tracking system

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Resume

Recruiter screening a folder of resumes against one role

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Training certificate

Safety coordinator proving crew certifications are current

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Mileage log

Anyone deducting business mileage and dreading the record keeping

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Attendance sheet

Trainer or site lead keeping a record of who was present

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Performance review

HR generalist consolidating reviews completed on paper forms

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Shift schedule

Shift supervisor turning a posted paper schedule into a shared one

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Contractor agreement

Operations lead tracking contractor terms and end dates

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Employee roster

Office manager consolidating rosters from several locations

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Property and facilities

Leases, rent rolls, meter readings, permits, maintenance logs.

Lease agreement

Landlord tracking terms across a portfolio of units

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Rent roll

Investor reviewing rent rolls on properties under consideration

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Meter reading

Facilities technician recording submeter readings monthly

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Move-in inspection

Property manager documenting unit condition between tenancies

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Building permit

Construction administrator tracking permits and inspections due

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Tenant application

Landlord comparing applicants for a vacant unit

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Property tax bill

Owner tracking tax bills and appeal deadlines across parcels

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Maintenance request

Property manager logging tenant repair requests

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HOA statement

Owner or board member tracking dues and assessments

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Appraisal report

Lender or investor comparing valuations across a pipeline

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However they reach you

These pages are about the file rather than what is printed on it. The columns come from your own example either way.

PDFs Scanned PDFs Photos Email attachments Handwritten forms Faxes Word documents Paper forms Screenshots Excel attachments

Coming from something else

Honest comparisons, including what the other product does better.

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Your document type is not here

That is the normal case, and it changes nothing: the columns come from your document, not from this list. Drop it on the home page. We log every type we are asked for, and that log is what decides which page gets written next.