Extract Vendor Statements from PDF to Structured Excel
Streamline AP reconciliation by converting complex vendor statements into spreadsheet-ready data. Use custom schemas and reusable templates to ensure every statement balance matches your records without manual entry.
How the workflow works
Upload and Template
Import your vendor statements and map your data fields using the no-code schema builder for recurring suppliers.
Structured Review
Validate extracted invoice numbers and balances in a side-by-side view to ensure complete accuracy before exporting.
Excel Export
Download your reviewed data as a structured Excel file formatted specifically for your reconciliation spreadsheets.
Manual vs structured workflow
Manual process
Hours of manual data entry from static PDFs into spreadsheets.
Structured workflow
Instant data conversion using pre-defined vendor templates.
Manual process
High risk of transcription errors on invoice numbers and totals.
Structured workflow
Side-by-side review interface ensures data matches the source.
Manual process
Copying vendor statements data into spreadsheets by hand
Structured workflow
Structured extraction with a repeatable review-first workflow
Common finance use cases
- Supplier Statement Reconciliation
- Identifying Unrecorded Invoices
- End-of-month AP Accruals
- Vendor Balance Verification
Frequently asked questions
How does Xtract PDF AI handle different vendor formats?
The platform uses reusable templates for each supplier, allowing you to map specific fields once and apply them to all future statements from that vendor.
Can I review the data before exporting to Excel?
Yes, every extraction includes a split-screen review interface where you can verify the extracted data directly alongside the original PDF document.
Does it support complex tables across multiple pages?
Xtract PDF AI is designed to handle multi-page vendor statements, extracting long tables into a single continuous spreadsheet structure.