Extract Data from Scanned Remittance Advice PDFs
Transform scanned remittance documents into structured datasets for faster cash application. Xtract PDF AI uses template-based extraction to prepare your payment data for spreadsheet review and AR matching.
How the workflow works
Define Schema
Create a custom schema to map specific remittance fields such as invoice numbers, dates, and payment amounts.
Upload and Process
Upload scanned PDFs and apply your saved templates to automatically capture data from recurring documents.
Review and Export
Verify extracted fields using a split-screen view before exporting the structured data to Excel or CSV.
Manual vs structured workflow
Manual process
Manual data entry from physical or scanned payment advice
Structured workflow
Automated field mapping from scanned documents to columns
Manual process
High risk of transcription errors on low-quality faxed scans
Structured workflow
Visual review interface for precise data verification
Manual process
Slow reconciliation of long multi-page payment lists
Structured workflow
Bulk extraction of line-item data ready for spreadsheets
Common finance use cases
- Standardizing data from diverse customer remittance formats
- Extracting line-item invoice numbers for payment matching
- Converting faxed payment advice into structured spreadsheets
- Accelerating high-volume month-end AR reconciliation
Frequently asked questions
How does the tool handle low-quality scans?
The platform processes scanned PDFs and provides a split-screen review interface, allowing you to verify extracted payment data against the original document.
Can I save templates for recurring customers?
Yes. You can create and save custom schemas for specific customer formats to ensure consistent extraction for recurring monthly or weekly remittance cycles.
Can I review scanned remittance advice PDFs data before exporting?
Yes. The workflow is built around reviewing extracted values before sending the output to Excel.