PDF is a popular format for sharing and documenting. However, due to its characteristics, extracting and collecting data out of them to input on another platform like Excel is not always easy. Moreover, if you want to move only certain data, you can’t just use a basic converter or extractor tool— otherwise, you’ll end up wasting time. For those having the same problem on this, we’ve got you covered! In this piece, we will show you how to extract specific data from PDF to Excel, guide you to choose the best tool to do it, and answer all your questions you might have.
Key takeaways:
- Consider using Fintelite’s AI-powered OCR to automatically extract specific data from PDF to Excel with high speed and precision.
- Customizing specific data extraction can be done easily through the Fintelite OCR builder menu.
- This solution is perfect for supporting daily document processing tasks in banking, finance, and accounting.
What’s the problem with using a basic converter or online extractor tool?
Answer: Online basic tools are only built for simple uses. Data from complex PDF documents are difficult to read and convert with these tools, often resulting in missed data capture. Moreover, they can only scan the entire file you upload and cannot be used for specific data extraction. If you’re working with confidential information in the PDFs, processing it through online tools may also be risky for data privacy and security.
Which tool should I use to extract specific data from PDF to Excel?
Answer: The latest AI-powered version of Optical Character Recognition (OCR) tool is the best solution for PDF data extraction. Fintelite’s AI OCR has been trusted and used around the globe by professionals and businesses to streamline their document processing. It offers an end-to-end automated process, from capturing all the necessary data from PDFs to converting it into structured Excel files.
Read also: How & Why Automate Data Extraction with OCR
How can I define which data to extract when using Fintelite AI OCR?
Answer: Fintelite’s AI OCR lets you customize specific data to extract prior to processing with a quick and easy setup. Decide which type of information that you want to extract in a few simple steps, no coding needed. Once you’re ready to start, simply upload your file and Fintelite will work automatically following the custom module you’ve set up.
How does Fintelite AI OCR automatically extract specific data from PDF to Excel?
Answer: Fintelite’s AI OCR processes your documents through three main steps.
1. First, it scans the document to identify any elements, characters, and numbers.
2. It then captures all relevant information according to the custom setting you activated.
3. In the final step, it converts and organizes each data field into the appropriate columns and rows, converting it into fully usable Excel datasets.
Can Fintelite AI OCR extract data from scanned or image-based PDFs?
Answer: Yes, it definitely can. Scanned or image-based PDFs can be processed with Fintelite’s AI-powered OCR that seamlessly recognizes details even from complex documents. To achieve maximum accuracy in results, it is best to upload scanned documents in high-resolution PDF format.
Can I adjust the Excel layout before exporting the output?
Answer: Of course. Before exporting the results, you have the option to choose how you want the data structured in Excel, whether in merged sheets, separate sheets, or customized layouts based on your existing format. For further customization, our team is ready to help you. Contact us now!
How does this help with everyday business tasks like in finance or accounting?
Answer: By adding Fintelite’s AI OCR to automatically extract data from PDF to Excel, you can free up more time from repetitive work and start focusing on more important matters. Moreover, tasks like invoice processing, expense record keeping, and all tasks related to data entry can be streamlined and faster to complete. This also reduces human error, improves workflow efficiency, and ensures consistent data organization across all reports.
