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Extracta · Quickstart

Extracta Quickstart, as shipped in the download

The QUICKSTART.txt in the download — the same steps your delivery email carries.

EXTRACTA — QUICKSTART
=====================

REQUIREMENTS
------------
  - PHP 8.0+ with extensions: pdo, pdo_sqlite (or pdo_mysql), fileinfo, curl
  - MySQL 5.7+ OR SQLite 3 (SQLite requires no extra setup)
  - An API key for OpenAI, Anthropic, or Ollama (set after install, or during)
  - A web server (Apache with mod_rewrite, or Nginx with try_files)

SHARED HOSTING / CPANEL (RECOMMENDED FOR MOST BUYERS)
------------------------------------------------------
1. Upload the contents of the `app/` folder to your web root (e.g. public_html/)
   or a subdirectory (e.g. public_html/extracta/).

2. Make sure these directories are writable by PHP:
     data/
     data/uploads/

   Via cPanel File Manager: right-click → Permissions → set to 755 or 775.

3. Visit https://yourdomain.com/install/ in your browser.

4. Fill in the installer:
     - Database: choose MySQL (fill in host/name/user/pass) or SQLite (no setup)
     - Company name and currency
     - LLM provider and API key (or leave blank to configure later in Settings)
     - Admin email + password

5. The installer writes config.php and redirects you to the login page.

6. Log in and go to Settings to verify or update your LLM provider and API key.

7. Upload an invoice and click Extract to test.


VPS / SELF-HOSTED
-----------------
Requirements same as above. Apache example:

  <VirtualHost *:80>
    DocumentRoot /var/www/extracta/app
    <Directory /var/www/extracta/app>
      AllowOverride All
      Require all granted
    </Directory>
  </VirtualHost>

Run the web installer as above, or use the CLI seeder:

  php bin/demo.php    # loads demo data (login: admin@extracta.app / admin123)


DOCKER (QUICK TEST)
-------------------
  docker run --rm -p 8080:8080 \
    -v "$(pwd):/var/www/html" \
    -w /var/www/html \
    php:8.3-cli \
    php -S 0.0.0.0:8080 router.php

  Then visit http://localhost:8080/install/


POST-INSTALL SECURITY CHECKLIST
--------------------------------
  [ ] config.php is protected (the .htaccess does this automatically)
  [ ] data/ is not web-accessible (.htaccess blocks it automatically)
  [ ] Use HTTPS in production
  [ ] Keep PHP updated
  [ ] Change the demo password immediately if you ran bin/demo.php


NOTES
-----
  * Extraction accuracy depends on the model you choose. GPT-4o and
    Claude 3 Sonnet/Opus give the best results.
  * Images (PNG, JPEG, WebP) work reliably across all providers.
  * PDFs work best with Anthropic (native document support). Other
    providers treat PDFs as best-effort.
  * The review page lets you correct any field before exporting.
  * Export formats: CSV (spreadsheet-ready) and JSON (developer-friendly).
  * No API calls are ever made without your explicit click on "Extract".

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