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Form Extraction

Extract Structured Data from Any Form

Build a template on a sample invoice, receipt, or bank statement, then extract the same fields from every similar document automatically.

Form Extraction
ABCDEFG
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3SupplierInvoice noAmountApproved
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Tax form — FY25

form_2050.pdf
p.2

Form fields detected

4 / 4
Legal entityACME Corp
Fiscal year end31/12/2025
Line 7A — Revenue€2,418,200
Line 9C — Provisions€86,400

Mapped to B2:B5 · linked to the form

Template-based extraction

Build a template once, apply to hundreds of similar documents. Define extraction zones on a sample form and reuse the template across every matching document in your set.

Multi-field capture

Extract text, numbers, dates, and tables from structured forms. Each field type is recognized and formatted correctly in the output.

Consistent results

Same template ensures uniform extraction across all documents. Every invoice or statement is processed with identical field mappings. No variation, no drift.

No re-keying

One template replaces manual data entry across your entire document set. Build it once, run it on every batch.

Automatic validation

Built-in checks flag missing or unexpected values after extraction. Catch errors before they reach your workbook. Nothing fails silently.

Excel integration

Extracted data flows directly into structured Excel worksheets. Every value lands in the right cell, ready for analysis or reporting.

How it works

From template to extracted data in three steps

01

Create template

Draw extraction zones on a sample document. Define which fields to capture (text, numbers, dates, or full tables) and where they appear on the form.

02

Select documents

Choose which documents match this template. Group invoices, receipts, or statements that share the same layout.

03

Batch extract

Run the template across all selected documents at once. Every field is extracted, validated, and placed into your Excel workbook automatically.

From supporting evidence to a linked cell in Excel

Installed from AppSource in two minutes, your first linked cells within the hour. Free for 14 days.

See pricing details →