How to Extract PDFs into Excel with AI
Extract data from any PDF directly into a formatted Excel spreadsheet using Tracelight's AI-powered Excel add-in; no copy-paste, no reformatting, just upload and go.
In this quick demo, I show you how Tracelight extracts financial data from a PDF (including sales figures, retained profit, and balance sheet data) straight into Excel - with correct formatting, hard-coded values in blue, and negatives in red. The whole process takes seconds.
If you've ever spent hours manually copying tables from PDF reports into Excel, this will change your workflow.
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Learn more: https://tracelight.ai
⏱️ TIMESTAMPS
00:00 - Uploading a PDF into Tracelight
00:15 - AI extracts and formats the data
00:29 - Checking formatting (blue hard-codes, red negatives)
00:36 - Verifying against the source PDF
Tracelight is an AI assistant for Excel that helps finance professionals, consultants, and analysts work faster. Extract PDF data, build financial models, generate formulas, and more - all from inside Excel.
Whether you're working with annual reports, financial statements, invoices, or any structured PDF, Tracelight's AI handles the extraction and formatting so you can focus on analysis instead of data entry.
Try it free at https://tracelight.ai
👋 CONNECT
Follow our Founder/CEO Pete for AI in finance and consulting insights:
LinkedIn: / peter-fuller-
Twitter/X: https://x.com/peterfuller23
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