PDF to Excel OCR

If your team manually logs invoices and inputs data, you know how tedious this process can be. Let the robots read the invoices, not humans.

1. Read the PDF

Read the text using OCR technology

2. Extract the data

Once readable, pull the data from the PDF.

3. Populate the spreadsheet

Use the data from the PDF in the spreadsheet so it's useable.

Data stuck in PDFs?

When you have a stack of invoices saved as PDFs, you can’t sort, group, or analyze the data on them. When each invoice instead becomes row in a spreadsheet, you can sort by due date, group by vendor, and perform other analysis. You’ll have the data instantly, along with the confidence that it’s 100% accurate.

Extracting data with OCR & automation

Every invoice contains the same core information including vendor, amount, and due date. When it’s trapped inside a PDF, you need to manually read the data and key it into other systems.

To automate the process, robots utilize optical character recognition (OCR) technology, a form of computer vision, to read the PDF. The invoice data is added to a spreadsheet for easy analysis.

How the automation works

Once the robots are built, they:

Read the PDF

The robot uses OCR to read the contents of the invoice, including headers, dates, and currency.

Extract the data

The robots identify the fields on the invoice, codes it, and groups it with the data in each field.

Populate the spreadsheet

The extracted data is then populated on a spreadsheet, where each field is a column and each invoice starts a new row.

Systems automated



Benefits of data extraction automation

Process invoices 10 times faster

When a human is reading invoices and inputting the data from them, the process is both slow and error-prone. Not when the robots are working.

Eliminate all data entry work

Once you build robots using Robocorp and the OCR technology of your choice, the robots replace all copy, paste, and data entry work.