Extract Financial Metrics with AI OCR ( PDF to Excel )

A flow template on QX Labs · Data & Research

Upload a PDF document and automatically extract structured data points — such as company names, revenue figures, and EBITDA — into a clean Excel spreadsheet.

- **AI-powered OCR** - reads your PDF and interprets its contents, including scanned or image-based documents

- **Customisable extraction fields** - easily adjust which metrics are pulled (e.g. swap financials for dates, headcounts, or any other data points)

- **Multi-row extraction** - captures all matching entries in the document, not just the first occurrence

- **Excel output** - results are organised into a structured spreadsheet, ready for analysis or reporting

Steps in this flow

1. AI PDF Reader
2. AI Data Extractor
3. Export Excel
4. User Input

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