Tailored workflows for your specific documents

Finance & Accounting

Convert Bank Statement

Turn statement PDFs into clean transaction tables with dates, descriptions, and running balance.

Finance & Accounting

Convert Credit Card Statement

Turn credit card statement PDFs into one table of charges, payments, fees, and interest.

Finance & Accounting

Extract Invoice Data

Pull vendor, dates, line items, tax, and totals out of PDF invoices into rows you can post.

Finance & Accounting

Extract Receipt Data

Turn receipt photos into rows of items and prices, with the subtotal, tax, and total below.

E-Commerce & Supply Chain

Cleanup ERP Data Import

Map old item codes, units, and vendor names to your new ERP's codes and export a file it imports cleanly.

E-Commerce & Supply Chain

Convert Product Feed

Open Google Shopping and supplier XML feeds as a spreadsheet, one product per row.

E-Commerce & Supply Chain

Convert Supplier Price List

Turn PDF supplier price lists into rows of item numbers, descriptions, units, and prices.

E-Commerce & Supply Chain

Extract Purchase Order Data

Turn PDF purchase orders into line-item rows with PO number, supplier, ship-to, and delivery dates.

E-Commerce & Supply Chain

Extract Shipping Data

Turn bills of lading, packing slips, and delivery notes into rows of SKUs, quantities, and weights.

Sales & Marketing

Prepare CRM Data Import

Clean up lead and contact spreadsheets into a CSV file your CRM imports the first time.