Extract Data from Travel Expense Receipt PDFs
Automate the conversion of travel expense receipts into structured data. Use reusable templates and split-screen review to ensure accuracy before exporting spreadsheet-ready files for your finance team.
How the workflow works
Configure Schema
Define the specific fields you need to extract, such as merchant name, date, total amount, and tax breakdown.
Review Data
Verify the extracted information using a side-by-side view that compares the original receipt PDF with the data table.
Export Results
Download your verified data as a structured Excel file for immediate use in accounting systems or expense reports.
Manual vs structured workflow
Manual process
Manually typing receipt data into spreadsheets
Structured workflow
Automatic data extraction using merchant-specific templates
Manual process
Switching windows to verify receipt details
Structured workflow
Single-view split-screen interface for rapid data review
Manual process
Inconsistent formatting from different merchants
Structured workflow
Standardized output based on your pre-defined schema
Common finance use cases
- Employee travel claim processing
- Tax compliance auditing
- Corporate card reconciliation
- Merchant spend analysis
Frequently asked questions
Can I process receipts from different vendors simultaneously?
Yes. You can create different templates for recurring merchants to handle various receipt layouts and extract data into a consistent schema.
How do I ensure the extracted totals are correct?
The platform features a split-screen review tool that displays the original PDF alongside the extracted data for quick manual verification.
Can I review travel expense receipts data before exporting?
Yes. The workflow is built around reviewing extracted values before sending the output to Excel.