Extract Structured Data - Quick Start
Turn any documents into organized data tables. Extract invoices, receipts, forms into structured information.
What is Structured Data Extraction?
Instead of just converting text, extract specific information into organized tables:
Before (OCR): Raw text document
After (Structured): Organized data table with columns and rows
Examples
Invoice → Data Table:
Item Name | Quantity | Price | Total |
---|---|---|---|
Office Chair | 2 | $150 | $300 |
Desk Lamp | 1 | $75 | $75 |
Receipt → Expense Data:
Date | Merchant | Category | Amount |
---|---|---|---|
2024-01-15 | Starbucks | Food | $12.50 |
Quick Start Guide
AI-Powered (Recommended)
Perfect for beginners
- Upload 1-2 sample documents
- Describe what data you want: "Extract item names, quantities, and prices from invoices"
- AI creates the schema automatically
- Review and adjust if needed
Example prompt:
"Extract customer name, invoice date, line items with descriptions and amounts, and total from these invoices"
Templates
Quick setup for common documents
Choose from pre-built schemas:
- Invoice Template - Items, quantities, prices, totals
- Receipt Template - Date, merchant, amount, category
- Form Template - Name, email, phone, address
- Business Card - Name, title, company, contact info
Manual Design
Full control for custom needs
Use the visual schema editor:
- Add fields with drag-and-drop
- Set field types (text, number, date)
- Configure validation rules
- Preview with sample data
Use Cases
Business Applications
Accounting & Finance:
- Invoice processing
- Expense report automation
- Receipt digitization
- Tax document organization
HR & Administration:
- Resume parsing
- Form processing
- Document archiving
- Contact management
E-commerce:
- Product catalog creation
- Inventory management
- Order processing
- Customer data extraction
Industry Examples
Restaurants:
Receipt → Expense Tracking
Date | Vendor | Category | Amount | Tax
Real Estate:
Property Docs → Listing Data
Address | Bedrooms | Price | Features
Healthcare:
Forms → Patient Records
Name | DOB | Insurance | Conditions
Processing Workflow
Step-by-Step Process
-
Project Setup (one-time)
- Create project
- Design or choose schema
- Test with sample documents
-
Document Upload
- Drag and drop files
- Batch upload supported
- Multiple formats (PDF, images)
-
AI Extraction
- Automatic data extraction
- Schema-based field mapping
- Confidence scoring
-
Review & Edit
- Check extracted data
- Correct any errors
- Validate completeness
-
Export & Use
- Download as CSV/Excel/JSON
- API access for integrations
- Connect to business systems
How many credits will I need?
Structured extraction costs:
- Schema creation: 0.5 credits per page (one-time)
- Schema updates: 0.1 credits per change/pre page
- Data extraction: 1 credit per page processed
Example:
- Create invoice schema with 2 sample pages = 1 credits
- Update schema created above 3 times to meet your needs = 0.6 credits
- Then you process 100 invoices = 100 credits
- Total = 101.6 credits
Best Practices
Schema Design Tips
- Let AI design your schema - Describe what you want to extract. And then refine the schema based on the results.
- Use clear names - Use terms from your documents, e.g., "Invoice Date" not "Date1"
- Set proper types - Number for amounts, Date for dates
- Test thoroughly - Test with sample documents before processing a batch of documents.
- Reuse schema - You can reuse the schema that you created for the same type of documents in different projects.
Document Preparation
- Good quality - Clear, high-resolution scans.
- Complete documents - Include all relevant sections you wanna extract.
Quality Control
- Review extractions - Check first few documents carefully.
- Refine schema - Adjust based on results.
Next Steps
Ready to extract structured data?
Transform your documents into actionable data! Start your first project now.