Convert Purchase Orders from PDF to Excel
Automate procurement data entry with template-based extraction. Map PO line items and supplier details directly into structured spreadsheets for faster order reconciliation and back-office efficiency.
How the workflow works
Upload and Map
Upload your purchase orders and define the schema for supplier details and line item tables using reusable templates.
Review Data
Validate the extracted PO data using a split-screen interface to ensure every line item matches the original document.
Upload the PDF
Add one or more purchase orders PDFs to the workflow.
Manual vs structured workflow
Manual process
Typing individual PO line items into spreadsheets.
Structured workflow
Automatic table extraction using reusable document templates.
Manual process
Toggling between PDF windows and Excel sheets.
Structured workflow
Side-by-side review interface for instant data verification.
Manual process
Inconsistent data formatting across different suppliers.
Structured workflow
Schema-based mapping ensures uniform columns for every export.
Common finance use cases
- Supplier order reconciliation
- Inventory management data entry
- Procurement budget tracking
- Back-order analysis and reporting
Frequently asked questions
How are complex purchase order tables handled?
The system uses schema-based extraction to identify table structures, allowing you to map specific columns such as SKU, unit price, and quantity for consistent Excel output.
Can I reuse settings for recurring supplier documents?
Yes. You can create reusable templates for specific supplier PO formats, ensuring that subsequent documents are processed using the same extraction logic and mapping.
How do I ensure the extracted data is accurate?
The platform features a split-screen review interface. You can validate extracted line items directly against the original PDF source before finalizing the export to Excel.