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This guide takes you from signup to your first processed invoice.

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Prerequisites

  • An email address you can receive mail at. SnapIt sends a verification code there.
  • An invoice as a PDF, JPG, JPEG, or PNG file.

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Create your account

1

Register

Open the dashboard and choose Register. Enter your first name, last name, email, and a password of at least 8 characters.Registering creates an owner account and a new workspace. The workspace starts with welcome credits and a default API key.
2

Verify your email

SnapIt emails you a 6-digit verification code. Enter it on the verification page.The code expires after 10 minutes. If it expires, or you don’t receive it, choose Resend code. After 5 incorrect attempts you must request a new code.
3

Complete the onboarding wizard

After verification, the onboarding wizard walks you through three steps:
  1. Workspace: rename your workspace.
  2. Team: invite teammates by email (optional).
  3. API key: reveal and save your API key. SnapIt shows the full key once, so copy it somewhere safe. You can generate a new key later if you lose it.
When you finish, you land on the dashboard.

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Invite teammates

You can invite teammates during onboarding or later from Settings → Team.
  1. Enter each teammate’s email and choose a role.
  2. SnapIt emails each invitee a personal invite link. Invite links expire after 7 days.
  3. The invitee opens the link, registers onto your workspace, and verifies their email. Invitees skip the owner onboarding wizard and don’t receive a separate welcome credit grant.
Roles determine what a teammate can do: New invitees join as reviewers or viewers. Owners can change a member’s role from Settings → Team.

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Upload your first invoice

1

Open Upload

Select Upload in the sidebar.
2

Add files

Drag and drop one or more invoice files, or browse to select them. SnapIt accepts PDF, JPG, JPEG, and PNG.
3

Wait for processing

SnapIt saves the file immediately and runs AI extraction in the background. The invoice list updates as the status moves from Uploaded to Processing to Ready. Credits are deducted when the upload is accepted.
4

Review the result

When the status is Ready, open the invoice to check the extracted fields, correct any values, or export the data. Invoices that fail extraction appear under Needs Attention for manual review.
Each processed invoice costs credits. If your balance is too low, the upload is rejected with a 402 Payment Required error. Check your balance under Settings → Billing.