Extract Invoice Tables and Line Items from PDF
Eliminate manual data entry for supplier invoices. Xtract PDF AI converts multi-line tables and itemized data into structured Excel files using reusable templates and side-by-side review workflows.
How the workflow works
Define Schema and Template
Map the specific table columns you need from your recurring supplier invoices to create a reusable parsing template.
Automated Table Extraction
The AI identifies and extracts itemized rows, quantities, and unit prices according to your defined schema.
Review and Export to Excel
Verify the extracted table in a split-screen view and export structured data ready for your accounting system.
Manual vs structured workflow
Manual process
Typing individual line items into Excel spreadsheets
Structured workflow
Extracting entire tables using reusable vendor templates
Manual process
Constant switching between PDF and spreadsheet windows
Structured workflow
Side-by-side review of extracted data and original document
Manual process
Inconsistent formatting and data entry errors
Structured workflow
Structured schema-based validation before every export
Common finance use cases
- Processing high-volume vendor invoices
- Reconciling itemized supply chain bills
- Audit preparation for accounts payable
- Capturing SKU-level data from invoices
Frequently asked questions
How does Xtract handle complex invoice tables?
Users define a custom schema and template for recurring vendors, ensuring line items like quantities and unit prices are captured accurately for review.
Can I verify the extracted data before exporting?
Yes, the platform provides a split-screen review interface where you can compare the original PDF against the extracted table before saving.
Can I review invoice tables data before exporting?
Yes. The workflow is built around reviewing extracted values before sending the output to Excel.