AR Workflow Automation

Convert Remittance Advice PDF to Excel for Faster Cash Application

Eliminate manual data entry from customer payment advice. Xtract PDF AI uses reusable templates and schema-based extraction to turn complex remittance PDFs into structured spreadsheets ready for your AR workflow.

Template-based extraction logic
Dual-pane review interface
Custom schema mapping
Spreadsheet-ready exports
Minutes
To process batch remittances
Review-first
Workflow for data integrity
Template-ready
For recurring customer formats

How the workflow works

1

Define Your Remittance Schema

Map the specific fields your AR system requires, such as invoice numbers, payment dates, deductions, and net amounts.

2

Apply Reusable Templates

Upload your PDFs and apply templates to handle recurring customer layouts for consistent and accurate data capture.

3

Upload the PDF

Add one or more remittance advice PDFs to the workflow.

Manual vs structured workflow

Manual process

Re-typing invoice numbers and amounts from PDF tables into Excel.

Structured workflow

Automatic extraction of tabular data into pre-formatted spreadsheet rows.

Manual process

Sifting through multi-page payment advice to find specific deductions.

Structured workflow

Instant capture of all line items based on your defined data schema.

Manual process

Human error during high-volume month-end reconciliation.

Structured workflow

Systematic extraction with a dedicated review step for verified accuracy.

Common finance use cases

  • High-volume cash application for enterprise accounts
  • Reconciling complex customer deductions and short-pays
  • Standardizing payment advice from multiple customer formats
  • Accelerating month-end AR ledger updates

Related resources

Pricing for recurring document workflows

Compare plans based on document volume, review needs, and finance workflow fit.

Explore resource

Invoice extraction guide

See how invoice fields and line items can be structured for review before export.

Explore resource

Frequently asked questions

Can I verify the data before exporting to Excel?

Yes. The platform provides a split-screen review interface where you can compare the extracted data side-by-side with the original PDF to ensure accuracy before finalizing the export.

Does it support multi-page tables and line items?

Xtract PDF AI is built for recurring finance documents. It can capture complex tabular data across multiple pages, including invoice dates, gross amounts, and net payment totals.

Can I review remittance advice data before exporting?

Yes. The workflow is built around reviewing extracted values before sending the output to Excel.