How to extract invoice data from PDF to Excel automatically (no code)

Alexander Krastev · 2026-09-15

Every month the same job: invoices arrive as PDFs — some typed, some scanned, a few photographed on a phone — and someone opens each one and copies the supplier, the number, the date and the total into a spreadsheet. Twenty invoices is an hour. Two hundred is a day, and by invoice one-fifty the mistakes start.

This is how to make that job run by itself, without writing code — and, if you want, without sending your invoices to anyone else's servers. It takes about fifteen minutes to set up the first time.

What "automatically" has to mean for invoices

Any tool can pull text out of a PDF. The hard part is the three things that go wrong in real accounting work:

  1. Scans and photos. Half of what arrives is a picture, not text. The tool has to read the picture — not fail quietly and leave an empty row.
  2. Numbers that don't add up. Line items that don't sum to the total, a total ten times higher than that supplier usually charges. A tool that copies these into Excel faithfully has automated the mistake.
  3. Who checks? A row nobody looked at is a row nobody trusts. There has to be a place where the doubtful ones wait for a person.

The setup below does all three. It uses AIK Platform, which runs on your own PC or server; the same steps apply to any tool that offers them.

Step 1 — say what you want out of each invoice

Open Document Types and pick the built-in Invoice type, or press + New type to make your own. A type is just a list of fields: vendor, invoice number, date, total, VAT, line items. Each field has a kind (text, number, date, list) and, if you want, a rule: required, a minimum or maximum, a pattern for the invoice number.

That is the whole "programming". You are describing the columns of the spreadsheet you already keep.

Step 2 — say where the result goes

On the same page, choose what happens with each record: append a row to an Excel file (say Invoices.xlsx), save it in the platform's own records, e-mail you a summary, or all three. If you already have accounting software with an API or a database, the same record can be posted there instead — but for most people Excel is the point, so start there.

Tick require approval if you want nothing written until a person has looked. For the first month this is the right setting.

Step 3 — point it at the invoices and press Run

Put the PDFs in a folder — a folder on the machine, a shared drive, or the platform's own upload page — and press Run. If invoices arrive by e-mail, the Mail agent can pull the attachments into that folder first; if they arrive on paper, scan them into it.

Now each file is read by an AI model. A typed PDF is read as text. A scan or a phone photo is shown to the model as an image, so a crooked photo of a receipt comes out with the same fields as a clean PDF. You choose the model, and this is a real choice: with a cloud model (OpenAI, Anthropic, Google) each invoice is sent to that provider to be read — fast and accurate, but your documents do go to them, under their terms. With a free local model through Ollama, running on your own machine, no invoice ever leaves your network — slower on an ordinary PC, and the answer to the GDPR question before it is asked. Many firms use a local model for invoices and a cloud one for everything else.

Step 4 — look at what it flagged, not at everything

This is where the time saving actually comes from. Every record gets checked before it is written:

VAT on top of the items). A clear mismatch marks the record pending.

name is exactly what an invoice-fraud attempt looks like.

and that net + VAT is the total; a wrong rate or a wrong sum is flagged with the numbers in the reason.

verified with its checksum, so a misread digit is caught before anyone pays.

So instead of reading two hundred invoices you read the six that were flagged, press Approve on the ones that are fine, and the Excel file fills itself. Nothing doubtful is written without a person having seen it.

Step 5 — make it run on its own

Set a schedule on the type — every night, every hour, or the moment a new file appears — and the job is gone from your day. Each run leaves a record of what it did, and the Analytics page counts the hours it saved, so you can tell your boss a number rather than a feeling.

What this costs

The setup is fifteen minutes once. Per invoice, a cloud model charges a fraction of a cent; a local model charges nothing. On a modest office PC a scanned page takes a few seconds to read.

Try it

AIK Platform has a free tier — start here, or read how the document pipeline works. For an accounting firm that wants it installed on its own server, with the first document types set up, get in touch.