Automated Cash Receipt PDF Extraction
Convert paper and digital receipts into organized Excel datasets. Build reusable templates to capture merchant names, dates, tax totals, and line items for high-volume bookkeeping workflows.
How the workflow works
Upload and Map
Upload receipt PDFs and define your extraction schema for merchant, date, and tax fields.
Review and Refine
Use the split-screen interface to verify data side-by-side with the original document for accuracy.
Upload the PDF
Add one or more cash receipts PDFs to the workflow.
Manual vs structured workflow
Manual process
Typing merchant details line-by-line
Structured workflow
Automatic field mapping via templates
Manual process
Toggling windows to verify tax totals
Structured workflow
Side-by-side split-screen review
Manual process
Formatting CSVs for expense reports
Structured workflow
Structured, spreadsheet-ready downloads
Common finance use cases
- Batch processing expense receipts for monthly reports
- Organizing merchant tax totals for audit preparation
- Extracting line items from retail receipts
- Standardizing travel and fuel expense documentation
Frequently asked questions
Can I use templates for different merchant receipt styles?
Yes. You can create and save reusable templates to handle varied receipt layouts, ensuring consistent data mapping for every vendor you process.
How do I verify the extracted data before exporting?
Xtract PDF AI provides a split-screen review interface where you can compare the extracted values directly against the original receipt PDF side-by-side.
Does it support tax and total amount extraction?
You can define custom schemas to specifically target and extract merchant names, transaction dates, tax amounts, and total sums from your documents.