Built for bookkeepers and finance teams

Explore recurring finance document workflows

Explore invoice, bank statement, and finance-report workflows built around reusable templates, review-first exports, and repeatable Excel-ready output.

Bank statement automation

Convert bank statement PDFs into structured Excel-ready data

Extract transactions, balances, dates, and account details from bank statement PDFs into Excel-ready data with a review-first workflow built for finance teams.

- Built for finance, accounting, and back-office workflows
- Review extracted transactions before export
- Start with templates instead of rebuilding mappings each month

Invoice data extraction

Extract invoice data from PDFs with a review-first Excel workflow

Capture vendor, invoice number, dates, totals, and line items from invoice PDFs into structured Excel-ready output with a guided workflow for accounting teams.

- Review totals, dates, and line items before export
- Use templates for recurring vendor invoice layouts
- Built for bookkeepers, AP teams, and finance teams

Finance workflow automation

Build repeatable PDF extraction workflows for finance teams

Give finance and accounting teams a structured, reviewable way to turn recurring PDFs into Excel-ready data using templates, validation, and reusable workflows.

- Designed for finance and accounting teams
- Review-first workflow for higher confidence before export
- Reusable templates for recurring document types

Itemized Invoice Extraction

Extract Invoice Line Items from PDF to Excel

Extract line items from PDF invoices with reusable templates. Review itemized tables beside originals and export clean Excel files for accounts payable.

- Template-based precision
- Side-by-side data review
- Standardized schema exports

AP Reconciliation Tools

Extract Vendor Statements from PDF to Structured Excel

Extract vendor statement data from PDFs into structured Excel sheets. Automate AP reconciliation with reusable templates and split-screen review workflows.

- Reusable extraction templates
- Split-screen review interface
- Spreadsheet-ready data export

AR Workflow Automation

Convert Remittance Advice PDF to Excel for Faster Cash Application

Automate remittance advice data extraction. Convert PDF payment advice to structured Excel files for faster cash application and AR reconciliation.

- Template-based extraction logic
- Dual-pane review interface
- Custom schema mapping

Procurement Data Automation

Convert Purchase Orders from PDF to Excel

Convert PDF purchase orders into structured Excel spreadsheets. Use reusable templates to extract line items and supplier details for procurement workflows.

- Reusable templates for recurring suppliers
- Review extracted data beside original PDF
- Structured line item mapping

Finance & Bookkeeping

Convert Credit Card Statement PDFs to Structured Excel Data

Automate credit card statement data entry. Convert PDF statements into structured Excel files for faster reconciliation and finance workflows.

- Side-by-side data verification
- Reusable extraction templates
- Structured Excel-ready exports

High-Volume Accounts Payable

Extract Invoice Tables and Line Items from PDF

Automated extraction of invoice line items and tables from PDF to Excel. Streamline your AP workflow with reusable templates and structured data review.

- Template-based extraction for accuracy
- Side-by-side data review interface
- Spreadsheet-ready Excel exports

Scanned Document Workflow

Automate Scanned Invoice Data Extraction

Convert scanned invoice PDFs into structured Excel data. Extract headers, line items, and totals from recurring vendor documents for AP workflows.

- Template-based consistency for recurring vendors
- Split-screen review for data verification
- Direct export to spreadsheet formats

Reporting Pack Automation

Convert Financial Report PDFs into Structured Spreadsheets

Convert complex financial report PDFs into structured spreadsheets. Use schema-based extraction and templates for recurring analyst workflows and reporting packs.

- Template-based recurring workflows
- Split-screen data verification
- Custom schema definitions

Procurement Operations

Automate Purchase Order Line Item Extraction

Automate purchase order line item extraction. Convert PO tables into structured Excel data with reusable templates and split-screen review for procurement.

- Template-based table extraction
- Side-by-side data verification
- Spreadsheet-ready data export

Finance Operations Tool

Automate Statement Reconciliation PDF Data Extraction

Extract transaction tables and balances from reconciliation statements into Excel. Simplify finance review workflows with template-based PDF data extraction.

- Template-based data consistency
- Side-by-side review interface
- Custom schema definitions

Receipt Data Extraction

Convert Travel Receipt PDFs into Structured Excel Data

Extract merchant data, tax totals, and expense details from travel receipts. Convert PDF files to structured Excel data with reusable templates and review tools.

- Template-based extraction
- Split-screen data review
- Excel-ready CSV exports

Finance Workflow Automation

Automate Expense Report Data Extraction to Excel

Extract data from expense reports and receipts into structured Excel files. Use reusable templates and split-screen review for finance operations.

- Template-based extraction for recurring formats
- Split-screen review for data verification
- Custom schemas for precise field mapping

Remittance Data Automation

Turn Payment Advice PDFs into Structured AR Data

Automate remittance advice extraction. Convert payment advice PDFs into structured Excel data for faster cash application and AR reconciliation workflows.

- Schema-based data mapping
- Human-in-the-loop review
- Reusable document templates

Recurring Bill Extraction

Automate Utility Bill Data Extraction to Excel

Extract data from utility bills to Excel. Automate recurring billing workflows with templates, schema-based extraction, and review-first exports.

- Template-based recurring workflows
- Side-by-side data review
- Custom schema definitions

Bookkeeping Automation

Extract Receipt Data Directly into Excel

Convert receipt PDFs into structured Excel sheets. Xtract PDF AI uses reusable templates and custom schemas to standardize merchant totals, taxes, and dates.

- Custom schemas for precise tax and total capture
- Split-screen review interface for data validation
- Reusable templates for recurring merchant formats

Back-Office Automation

Extract Telecom Billing Data to Excel

Convert telecom bill PDFs into structured Excel data. Use reusable templates and custom schemas for accurate back-office utility bill processing.

- Template-based extraction
- Side-by-side review interface
- Custom schema definition

Utility Data Automation

Automate Electricity Bill PDF Data Extraction

Extract itemized charges and consumption data from electricity bills into Excel. Use reusable templates and review-first workflows for finance teams.

- Template-based recurring workflows
- Side-by-side review interface
- Schema-driven data structure

Fuel Receipt Extraction

Automate Fuel Receipt Data Extraction

Extract fuel receipt data to Excel with Xtract PDF AI. Automate expense workflows for bookkeepers with templates, custom schemas, and split-screen review.

- Split-screen review for data accuracy
- Reusable templates for recurring merchants
- Custom schema mapping for GL codes

Automated Receipt Extraction

PDF Receipt Extraction for Bookkeeping Workflows

Convert PDF receipts into structured Excel-ready data. Use templates and split-screen review to streamline expense workflows for bookkeepers.

- Schema-based data extraction
- Review-first export workflow
- Reusable receipt templates

Structured Receipt Data

Automated Cash Receipt PDF Extraction

Extract data from cash receipts with precision. Convert merchant details, totals, and taxes into Excel-ready data using templates and split-screen review.

- Schema-based data mapping
- Human-in-the-loop review
- Reusable merchant templates

AR Workflow Automation

Extract Data from Scanned Remittance Advice PDFs

Automate scanned remittance advice extraction. Convert payment data into structured Excel files for faster cash application and accounts receivable matching.

- Review-first export control
- Template-based consistency
- Side-by-side data verification