Extract data from a PDF

Pull totals, dates and references into a table you can use.

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Extraction, checking and question-answering for when converting a file is not enough.

Retyping figures off a PDF is slow and it is where mistakes come from. Extraction reads the labelled values -- totals, VAT, dates, invoice and account references, contact details -- and gives you a table, with each value linked to the page it was read from so you can check it rather than trust it.

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How to extract data from a PDF

  1. 1Open the invoice, statement or form.
  2. 2Run Extract data.
  3. 3Review the fields against the pages they came from.
  4. 4Download as CSV for your accounts or spreadsheet.

Questions people ask

Is this AI?

No. It matches labelled values -- 'Total: 1,200.00' -- and parses them. That means the same document always gives the same answer, and nothing can be invented. A number a model hallucinated into an accounts export is worse than no export, because it looks like data and nobody re-reads a spreadsheet.

Why is a field missing?

It only reports values it can see attached to a label it recognises. A missing field is missing, which is information -- it does not guess.

Does it work on scans?

Only after OCR. A scan is an image of writing until OCR gives it a text layer.

How is this different from PDF to Excel?

PDF to Excel returns table structure as a grid of strings. This returns typed fields -- an amount as a number, a date as a date -- each with the page it came from.

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