How to extract data from PDF documents with SimFin's Data Extractor?
Welcome to this SimFin Tutorial on PDF Document Data Extraction!
Video Overview
In this tutorial, we walk you through the step-by-step process of extracting valuable data from invoices using SimFin's Document Data Extraction Tool. From uploading your document to interpreting the extracted data, we've got you covered.
Key Takeaways
How to upload a document (here PDF) for data extraction.
Navigating the 'Documents' section to initiate the extraction process.
Selecting the right template for your invoice.
Understanding the 'RAW Data' and 'EXTRACTED DATA' tabs.
Interpreting highlighted regions and AI-detected relevant information.
What You'll Learn (Example for Invoice Data Extraction)
Who issued the invoice?
When was it issued?
Who is responsible for payment?
What's the total amount?
What currency is used?
Terms of service items.
Payment methods.
VAT inclusion and percentage.
Invoice number identification.
Who Should Watch
This video is perfect for anyone looking to streamline their document processing tasks, whether you're a small business owner, a financial analyst, or simply someone interested in data extraction.
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Find out more under:
SimFin Web Site: https://www.simfin.com
SimFin Login: https://app.simfin.com