Automate Utility Bill Data Extraction to Excel
Convert utility and telecom PDFs into structured spreadsheets. Build reusable templates for recurring statements to streamline back-office reporting and itemized cost tracking.
How the workflow works
Define Schema and Template
Map the fields you need from your utility provider once to create a reusable extraction template for all future statements.
Extract and Review
Upload bills and verify the captured data using a split-screen interface to ensure every charge and service period is accurate.
Export to Excel
Download structured, spreadsheet-ready data formatted specifically for your finance or accounting systems without manual retyping.
Manual vs structured workflow
Manual process
Manual entry from individual paper or digital statements
Structured workflow
Automated extraction using provider-specific templates
Manual process
Spot-checking rows against original PDF files
Structured workflow
Split-screen review for immediate data verification
Manual process
Copy-pasting itemized telecom charges into tables
Structured workflow
Structured export of line-item data directly to Excel
Common finance use cases
- Itemized telecom cost allocation
- Monthly energy usage tracking
- Multi-facility utility consolidation
- Audit-ready billing archives
Frequently asked questions
How do templates handle monthly utility bills?
You create a reusable template for each provider once. The system applies that template to every subsequent bill from that provider to ensure consistent data structure for every monthly cycle.
Can I review the extracted data before exporting?
Yes. The platform provides a split-screen review interface where you can compare the extracted values directly against the original PDF document before finalizing the Excel export.
Does it support itemized telecom charges?
Yes. You can define custom schemas to capture specific line items, service periods, and usage metrics from detailed telecom statements and recurring utility reports.