Extract data from PDF to Excel automatically

Bank statements, invoices and receipts turned into clean Excel, CSV or JSON – with the totals checked, not just copied.

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Copy and paste from a PDF never works

Copying from a PDF breaks the columns, loses the minus signs and merges lines. Free converters give you a spreadsheet, but not one you can trust: they do not tell you when a row went missing.

How Automize automates PDF data extraction

Upload or send the PDF

Drop it in, or send it by email or API. Scans and photos work too.
It reads every row

Dates, descriptions, amounts, VAT and line items, from any bank or supplier layout.
It checks the numbers

Totals are added back up and statement balances are walked line by line, so a missing row shows up.
You download clean data

Excel, CSV or JSON – or send it straight into your own system.

What always comes to a person

Automize does the routine work and stops on anything that needs judgement. These always wait for someone on your team:

Rows where the balance does not walk
Anything the reader was unsure about

Ways to automate PDF data extraction with Automize

Document tools →

Convert statements, invoices and receipts yourself. Free to try.

Bank statement to Excel →

Every South African bank's statement layout.

Invoice to Excel →

Supplier invoices, line by line.

Works with the systems you already use

AWS Textract

Azure Document Intelligence

Google Document AI

Mindee

SharePoint

Office 365 IMAP

See every connector →

Questions people ask about automating PDF data extraction

How do I extract data from a PDF to Excel?

Upload the PDF to the matching document tool – bank statement, invoice or receipt – check anything it flags, and download the Excel file.

Can it read scanned PDFs?

Yes. Scanned PDFs and phone photos are read too. Where the reading is unsure, the row is flagged rather than guessed.

Can I automate PDF extraction with Python?

You can, but you would be building and maintaining the checks yourself. The document tools have an API, so a developer can send PDFs and get checked JSON back instead.

Can this run automatically every day?

Yes. On the platform, PDFs can be picked up from an inbox or folder as they arrive and converted without anyone uploading them.

See it work on your own job

Try a document free right now, or have one of your real processes running in 7 days at a fixed price.

Start a 7-Day Proof-of-Value Try it on a document – free