Accountants and bookkeepers
Turn client bank statements and invoices into clean transaction lists without retyping or fixing broken converter output.
Pull tables and data out of any PDF into clean Excel or CSV
Upload a PDF, describe the data you need, and download a clean Excel or CSV file.
Add bank statements, invoices, financial reports, price lists, or research papers — digital or scanned.
Turn client bank statements and invoices into clean transaction lists without retyping or fixing broken converter output.
Pull line items, financial statements, and supplier price lists into spreadsheets for reconciliation and analysis.
Extract tables from reports and papers into structured data you can chart, filter, and combine.
Listing the exact columns you want — and their order — gives a spreadsheet you can use immediately.
Tell the agent to combine a table that continues across pages into one sheet, or keep each page separate.
Say whether each table should go on its own sheet or everything into one combined table.
Request amounts as numeric values and dates in one format so formulas and sorting work right away.
When extracting from several invoices or statements, ask for the file name or invoice number on every row.
Ask the agent to compare extracted totals with the document's own totals and flag any mismatch.
Accuracy on digital vs. scanned PDFs, output formats, and what to spot-check.
For digital PDFs, the agent usually extracts clean tables in one pass, including tables that continue across pages, and returns an Excel or CSV file with numbers stored as numbers. Scanned statements and complex layouts with merged headers may need one follow-up instruction to fix column splits. Spot-check totals against the source before you rely on the data. Best input: the PDF plus the columns you want, how multi-page tables should be combined, and the output format.
Example: Input: a 9-page bank statement PDF. Output: one Excel sheet with Date, Description, Debit, Credit, and Balance columns, every transaction on its own row, and page headers and footers removed.
Yes. The agent detects when a table continues onto the next page, removes repeated headers, and merges the rows into one continuous table.
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