Convert Travel Receipt PDFs into Structured Excel Data
Streamline expense reporting and travel bookkeeping. Xtract PDF AI uses reusable templates and custom schemas to turn travel receipts into spreadsheet-ready data, including taxes and merchant details.
How the workflow works
Upload and Map
Drag receipt PDFs into the platform and define your extraction schema for merchant, date, and totals.
Refine and Review
Use the split-screen interface to verify extracted tax amounts and line items against the original receipt.
Export to Excel
Download the validated data as a structured spreadsheet for your expense management or accounting system.
Manual vs structured workflow
Manual process
Manual data entry of merchant names and dates from hundreds of receipts.
Structured workflow
Extract all header and total data automatically using reusable receipt templates.
Manual process
Switching between windows to verify tax amounts on digital receipts.
Structured workflow
Review extracted values side-by-side with the original PDF in a single view.
Manual process
Standardizing inconsistent receipt formats for spreadsheet uploads.
Structured workflow
Map all receipt data to a single, structured Excel-ready output format.
Common finance use cases
- High-volume travel expense reconciliation
- Reclaiming VAT and sales tax from travel receipts
- Populating corporate travel expense dashboards
- Cleaning merchant data for bookkeeping software
Frequently asked questions
How does Xtract PDF AI handle different receipt formats?
You can create reusable templates for different merchants, ensuring that data is extracted consistently regardless of the receipt layout.
Can I review the data before exporting to Excel?
Yes, our split-screen review interface allows you to compare the extracted text directly against the original PDF before finalizing your spreadsheet.
Is it possible to extract specific tax totals?
You can define a custom schema to capture specific fields like VAT, sales tax, or tip amounts from your travel receipts.