When exporting the income statement and balance sheet to [excel], ensure column headers match our model: unify date fo…
Open your PDF file in Adobe Acrobat.
Select the Export PDF tool from the right pane.
Choose Spreadsheet as the export format.
Select either Microsoft Excel Workbook (*.xlsx) or Comma Separated Values (*.csv) as your output format.
Click Export.
If prompted, specify the location and file name for the exported file, then save.
Open the exported file in Excel or your preferred spreadsheet application to review and analyze the extracted table data.
Best practiceIf tables are not extracted cleanly, try using the 'Organize Pages' tool to split the PDF into smaller sections before exporting, as some blogs suggest this improves accuracy for complex layouts.
You can preview the table structure in the export dialog before saving to ensure the data is being recognized correctly.
This runs in the Acrobat app - there is no separate API for this task.
The PDF Extract API helps you get structured data from your PDF files. This means it can turn text, tables, and even images into organized formats like JSON or Markdown. This is useful for automating tasks, like putting information into other systems or analyzing large amounts of data quickly.
Yes, the PDF Extract API can work with scanned PDFs. It uses smart technology (Sensei-powered) to read text and data even from scanned documents. This means you can still get structured information from images of documents.
Structured JSON or Markdown is better because it keeps the organization of the data. Plain text is just words, but structured data tells you what each piece of information is (like a heading, a table cell, or a paragraph). This makes it much easier for other computer programs to understand and use the data automatically.
| Feature | PDF Extract API | Document Generation API |
|---|---|---|
| Main Purpose | Turns PDFs into structured data (JSON, Markdown) | Creates new PDFs or Word documents from data and templates |
| Direction | PDF -> Data | Data -> PDF/Word |
| Use Cases | Automating data entry, analysis, search | Creating invoices, reports, personalized letters |