Extracting Data from PDF Invoices

This bot takes the folder containing all the Invoices in Native PDF Format and extracts the necessary data and puts them in an Excel sheet.

Top Benefits

  • This bot helps you in keeping track of the Invoices sent or issued
  • Saves man hours as manual extracting is not needed
  • Automatically saves the extracted data to Excel file

Tasks

  • Takes a folder containing all the Invoices in PDF Format
  • Extracts the necessary data
  • Converts PDF to Excel

This Bot takes the folder containing all the Invoices in Native PDF Format and extracts the necessary data from each invoice individually and puts them in an Excel sheet. The Excel Sheet is finally saved.

This bot is configured to work with Invoices generated from FreeAgent platform.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
248
Vendor
Automation Type
Bot
Last Updated
December 8, 2020
First Published
February 7, 2020
Enterprise Version
11.x
ReadMe
ReadMe
Support

See the Bot in Action

Sample PDF Invoice to be extracted
Extraction of data and storing them in Excel Sheet
Consolidated Excel sheet of Invoices
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Sample PDF Invoice to be extracted
Extraction of data and storing them in Excel Sheet
Consolidated Excel sheet of Invoices

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Input is the Folder containing all the PDF Invoices
  • Bot works with Native PDF invoices from FreeAgent only