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Turning reports into tables – instead of retyping values

Reports, statements and analyses arrive as PDFs and need to go into Excel® templates, databases or business applications. Excalitract extracts the values according to your schema and hands them over reviewed – including tables with many rows.

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From PDF report to table and database

From PDF report to table and database
1 / 3Reports and analyses

Key figures, totals and tables in PDF reports that are still transferred by hand today.

Copy and paste as a process

When values from PDF reports are moved into templates by hand, errors and delays follow. Excalitract automates the transfer.

Tables with structure

Lists and nested tables are preserved in the export: Excel® gets one sheet per list level, linked via parent IDs.

Ready for your systems

Via the REST API, approved data goes straight into your database or business application – with its review status.

Explained briefly

Key figures from PDF reports in one minute

From PDF into your template

Values from tables and charts – straight into your template

Reports deliver key figures as running text, tables or chart labels. Excalitract extracts the values according to your schema, evidences each one with its source location and hands them over so that they fit your existing templates and systems.

  • Key figures in any form Values from running text, tables and labelled charts.
  • Matched to your template The schema follows your target structure – so values land where your template expects them.
  • Follow-up runs for gaps Reprocess missing values in a targeted way without touching confirmed ones.
  • Review status in the export Every export shows whether values are preliminary or final.
From the chart in the report to the cell in your templateThe values of a bar chart in a PDF report are extracted as table rows and transferred to the intended cells of an Excel template, each value with its source location.Revenue per quarterQ1Q2Q3Q4ExtractedQ11,82 Mio. €Q22,49 Mio. €Q33,02 Mio. €Q42,21 Mio. €Source: p. 4, fig. 2Your Excel® templateBCDE45671,822,493,022,21

Values from the report, with evidence

Every key figure comes with its source location. You resolve discrepancies directly against the original.

Extracting a value with its source locationIn the original document, the location of a value is highlighted. A line connects the highlight to the extracted field “Consumption 2025: 48,210 kWh”, which carries the source location page 2, line 14.Page 2Field: Consumption 202548,210 kWhSource: p. 2, line 14From value to sourceHighlighted in the originalExtracting a value with its source locationIn the original document, the location of a value is highlighted. A line connects the highlight to the extracted field “Consumption 2025: 48,210 kWh”, which carries the source location page 2, line 14.Page 2Field: Consumption 202548,210 kWhSource: p. 2, line 14From value to sourceHighlighted in the original

Straight into your templates and systems

You export approved data as Excel® or JSON, or hand it over via REST API.

Export to your systemsApproved records flow from the result table into four targets: an Excel® file with one sheet per list level, JSON for further processing, the REST API for your business system and the MCP server through which AI agents work with Excalitract directly.Approved dataDocument · Field · Value · StatusXExcel®one sheet per list level{ }JSONincl. review statusREST APIfor your business appMCP serverfor AI agentsExport to your systemsApproved records flow from the result table into four targets: an Excel® file with one sheet per list level, JSON for further processing, the REST API for your business system and the MCP server through which AI agents work with Excalitract directly.Approved dataDocument · Field · Value · StatusXExcel®one sheet per list level{ }JSONincl. review statusREST APIfor your business appMCP serverfor AI agents
Typical fields

These are the values Excalitract extracts for you

Examples – you define exactly which fields are extracted in the schema.

  • Reporting period and reference date
  • Key figures and totals
  • Table rows with line items
  • Parties involved and references
  • Values for your Excel® templates

Your result

  • No more manual transfer of report values
  • Export tables with many rows in structured form
  • Review status “preliminary” or “final” in the export
Demo

See Excalitract with your documents

No standard show: we prepare the demo for your documents and fields. Afterwards, you will know how Excalitract handles your document collection – and how you can measure it on a test set of your documents.

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