Invoice Data Extraction .PDF

Help Activities
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1

I had an invoice and want to extract some data into it like invoice number , Date , Amount and description and export this data into excel .
i tried to use regex but can’t do that ,
if you can help me to build activities to extract these data .

Thanks

2

provide sample pdf file

3

JaneDoe_01092020_130792.pdf (17.6 KB)

4

@Hesham_Elsayed_MiddleEast use read pdf ocr activity to get the text

5

i want to build an automation to extract the data from PDF the transfer it to Excel also to extract the data in to Excel sheet .

6

@Hesham_Elsayed_MiddleEast

I understand your problem statement. In this case you would need to use Document understanding to extract the data from invoice. Please try to automate with document understanding.

7

Steps to Extract Invoice Data from a PDF File
Step 1: Create Your Personal Account.
Step 2: Create or Forward a Sample PDF Invoice.
Step 3: Select Your Invoice Fields.
Step 4: Choose Your Integrations.
Step 5: Set Your Email Parsing Rules.
Step 6: Extract Your PDF Invoices into an Excel File.

Regards,
Will