Extract Receipt Data Directly into Excel
Streamline your expense workflows by transforming receipt PDFs into structured data. Use reusable templates and custom schemas to extract merchant totals and tax information directly into spreadsheet-ready formats.
How the workflow works
Define Your Extraction Schema
Select the specific fields you need to capture, such as merchant name, date, tax, and grand total, to create a consistent data structure.
Review with Split-Screen Validation
Use the side-by-side viewer to verify extracted values against the original receipt, ensuring accuracy before the data leaves the platform.
Upload the PDF
Add one or more receipts PDFs to the workflow.
Manual vs structured workflow
Manual process
Manual data entry from individual small-print receipts
Structured workflow
Schema-based batch extraction for multiple documents
Manual process
Tabbing between PDF viewers and spreadsheets
Structured workflow
Integrated split-screen review for rapid validation
Manual process
Inconsistent column formatting for every report
Structured workflow
Fixed Excel templates for standardized data delivery
Common finance use cases
- Reconciling monthly travel and expense reports
- Standardizing merchant totals for tax preparation
- Processing high-volume operational receipts
- Auditing employee expense submissions
Frequently asked questions
How do templates help with receipt processing?
Templates allow you to save your specific extraction schema for recurring merchant formats, ensuring that tax, totals, and dates are always mapped to the correct columns in your Excel export.
Can I verify the extracted data before exporting?
Yes. The platform provides a split-screen review interface where you can compare the extracted data directly against the original receipt PDF before finalizing your spreadsheet.
Does it support batch processing for expense reports?
You can upload multiple receipts simultaneously and apply your defined schemas to extract data into a single, consolidated spreadsheet for faster reconciliation.