PDF to Excel Resources
Guides, tutorials, and tips for extracting data from PDFs.
Learn best practices for invoices, bank statements, and receipts.
Automating Receipt Capture: The Gmail → Drive → Excel Workflow
Stop downloading attachments one by one. Build a simple pipeline from email to cloud storage to extraction.
Utility Bill Allocation: Extracting Usage Data for Tenants
Managing a multi‑tenant building with a master meter? Use usage data extraction to allocate utilities fairly and transparently.
Demurrage Detection: Auditing Freight Invoices for Overcharges
Demurrage and detention fees can silently erode margin. Learn how to audit freight PDFs for weekend billing and duplicate containers.
Menu Engineering: Tracking Ingredient Price Fluctuations
Rising ingredient prices quietly destroy margin. Use supplier invoice extraction to track unit costs and adjust menu prices.
The 'Photoshop' Test: Detecting Fake Invoices via Metadata
Invoice fraud is rising. Learn how to spot suspicious PDF metadata and inconsistent bank details before you pay.
Why Copy‑Paste Fails: The Hidden CHAR(160) Space in PDF Data
Ever tried to sum a column and got zero? A deep dive into non‑breaking spaces and how to clean PDF data for Excel.
Subcontractor Invoice Tracking: Preventing Budget Creep
Learn how to extract subcontractor line items to separate labor, materials, retention, and variations against your original bid.
MalaysiaShopee vs Bank Statement: Reconciling the 'Different Amount' Column
Why your marketplace payout never matches your dashboard and how to reconcile hidden fees, rebates, and shipping charges.
MalaysiaMalaysia's 2025 E-Invoice Mandate: What SMEs Need to Know
See if your business falls into the 2025–2026 e-Invoice phases and how to handle the transition from PDF to XML.
MalaysiaThe 120-Day Rule: Claiming SST Input Tax Correctly in Malaysia
Missed the 120-day window? Learn the Kastam requirements for valid tax invoices and how to audit input tax claims before filing SST-02.
MalaysiaParsing Maybank & CIMB Statements: Handling Multi-Line Descriptions
Malaysian bank PDFs are notorious for broken formatting. Learn how to extract transaction dates, descriptions, and amounts into clean columns for AutoCount/SQL import.
MalaysiaLHDN e-Invoice: Validating Legacy PDF Vendors
Not all vendors are ready for XML e-Invoicing. How to digitize incoming PDF invoices to ensure they contain the mandatory 51 data fields required by MyInvois.
MalaysiaAutomating Staff Claims: Grab & Touch 'n Go Receipt Extraction
Stop manually checking Grab receipts. Batch extract timestamps, locations, and GST/SST amounts to detect duplicate claims and non-business travel.
MalaysiaDeveloper Guide: API Access for Malaysian Invoice Extraction
Building an ERP or accounting integration? Learn about our API for structured JSON extraction from Malaysian invoices.
MalaysiaFormat Guide: Importing Excel Data into AutoCount & SQL Accounting
Don't just extract data—format it. A guide to mapping extracted PDF columns to the specific CSV import schemas of Malaysia's top accounting software.
MalaysiaFraud Prevention: Automating SST Registration Lookups
Suppliers often charge SST after they have been de-registered. Extract SST IDs from invoices and batch-check them against the JKDM portal.
MalaysiaLogistics: Auditing K1/K2 Forms and Forwarder Invoices
Match your K1 Customs forms against forwarder invoices. Extract container numbers and duty amounts to prevent overcharging on port clearance.
MalaysiaInvoice Extraction Guide for Malaysian Accountants
Step-by-step guide to replacing manual invoice data entry in Malaysia with an AI-powered PDF to Excel workflow.
MalaysiaMalaysian SME Owners: Automate Bookkeeping Without Hiring
Learn how Malaysian SMEs can reduce bookkeeping load by 50–70% using invoice extraction instead of hiring another junior.
Audit & Compliance: Building an Evidence Trail from Invoices
Stop dreading audits. Learn how to turn messy PDF invoices into an audit-ready, searchable evidence trail.
CFO Playbook: Turning Invoices into Real Cash Flow Visibility
Move beyond bank-balance guessing. Use invoice extraction to build a forward-looking cash flow view in hours, not weeks.
The Freelancer's Guide to Audit-Proof Expense Tracking
Don't just save receipts—organize them for Schedule C. Learn the specific categories you need to track to survive tax season.
MalaysiaMalaysian Freelancers: Navigating Self-Assessment & Zakat
Understand your tax obligations under LHDN self-assessment. Learn which expenses are deductible and how to organize receipts for audit compliance.
Zero-Based Budgeting: How to actually track family spending
Move beyond 'guessing' your expenses. Use exact data from your bills to build a budget that actually works for your household.
Homeowners: Why You Must Track 'Adjusted Cost Basis'
It's not just about organization—it's about taxes when you sell. Learn why tracking renovation receipts lowers your future capital gains tax.
Landlords: Mastering Schedule E Expense Categories
Stop mixing up 'Repairs' and 'Improvements'. Learn how to organize your rental invoices to maximize deductions and stay compliant.
Malaysian Landlords: Rental Income & Allowable Deductions
Track rental income and expenses under LHDN rules. Learn which repairs are deductible and how to calculate your chargeable income.
Students & Parents: The 'Book Receipt' Loophole
Form 1098-T isn't enough. Learn why you need to track textbook and supply receipts to claim the full American Opportunity Tax Credit.
Medical Expenses: Hitting the 7.5% Threshold
Medical deductions are hard to claim unless you are organized. Learn how to track every eligible expense to cross the AGI threshold.
Universal Guide: The 5-Step Expense Organization System
Regardless of your country or business type, these 5 steps will transform chaotic receipts into audit-ready records.
E-commerce: Calculating Accurate COGS for Gross Margin
Your bank feed shows cash out, but it doesn't show unit costs. Extract line-item data to calculate true profitability per SKU.
Best Practices: Storing & Organizing Digital Receipts
Learn how to maintain audit-ready digital records. Avoid common mistakes that can cost you at tax time.
Gig Workers: Mileage vs. Actual Expenses
Should you take the standard mileage rate or track actual car costs? The only way to know is to track the data.
Tax Deduction Myths: What You Can (and Cannot) Deduct
Separate fact from fiction. Learn what tax authorities actually allow—and what will trigger an audit.
Accountants: Eliminate the 'Shoebox Client' Bottleneck
Stop acting as a data entry clerk. Use batch extraction to standardize client inputs and focus on advisory services.
Contractors: Job Costing for Profitability
Total revenue means nothing if you don't know your cost per job. Stop 'guesstimating' bids and start tracking actual material costs.
Non-Profits: Restricted vs. Unrestricted Funds
Protect your 501(c)(3) status by maintaining clear audit trails for grant-funded expenses and restricted donations.
Small Business: Cash Flow Forecasting via AP Management
Don't pay bills too early—or too late. Use invoice extraction to manage your 'Days Payable Outstanding' and keep cash in the bank.