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How to Convert PDF Invoices to Microsoft Excel 365
Manually entering data from PDF invoices into Excel is tedious, time-consuming, and prone to errors. But what if you could automate the entire process and transform messy invoices into an organized Excel sheets in seconds? In this video, we’ll show you step-by-step how to convert PDF invoices to Excel using DocHorizon. Start automating your workflows today. Sign up for free and receive €25 in credits to explore all the platform’s features! ➡️ dochorizon.klippa.com/public/signup?UA-cam&Video&PDF+to+Excel
With DocHorizon, you can extract key details like invoice numbers, dates, and totals and directly integrate the data into your Excel sheets or accounting software. Save time, reduce errors, and make your invoice management seamless!
📖 What You’ll Learn:
1️⃣ Getting Started:
🛠️ How to sign up for free on the DocHorizon platform and receive €25 in credits.
📝 Setting up your account with details like your use case, project name, and document volume.
2️⃣ Creating a Document Capture Preset:
🔍 Configuring the Financial Document Capture model to extract key invoice details like invoice number, total amount, and dates.
⚙️ Creating a custom preset tailored to your specific needs.
3️⃣ Building a Workflow in the Flow Builder:
🗂️ Using triggers like Google Drive to start the process automatically.
📂 Setting up your flow to extract data and process invoices with ease.
4️⃣ Outputting to Excel:
🔄 Connecting to your Excel workbook and matching invoice fields to headers like "Invoice Number," "Total Amount," and "Date."
✅ Testing your workflow to ensure accurate data extraction and formatting.
Why Automate PDF to Excel Conversion?
💼 Save hours of manual work by automating data entry.
✅ Ensure accuracy in invoice processing with no manual errors.
📈 Scale your operations effortlessly with DocHorizon’s advanced OCR and AI capabilities.
With DocHorizon, converting PDF invoices to Excel has never been easier or more efficient.
💬 Get Started Today!
💬 How do you currently manage your invoice data? Let us know in the comments below!
🔗 Useful Links:
🖊️ Sign up for free on DocHorizon: dochorizon.klippa.com/public/signup?UA-cam&Video&PDF+to+Excel
🌐 Learn more about Klippa: www.klippa.com/en/home-en/?UA-cam&Video&PDF+to+Excel
🛠️ Explore our platform: www.klippa.com/en/dochorizon/platform/?UA-cam&Video&PDF+to+Excel
📚 Blog: www.klippa.com/en/blog/information/pdf-invoices-to-excel/
🔗 Connect with us on LinkedIn: www.linkedin.com/company/klippa-ai?UA-cam&Video&PDF+to+Excel
#ConvertPDFtoExcel #InvoiceAutomation #OCR #DocHorizon #AIForBusiness
Переглядів: 264

Відео

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КОМЕНТАРІ

  • @sabuein
    @sabuein 18 годин тому

    Thank you.

  • @DecrolyEducationCentre
    @DecrolyEducationCentre 8 днів тому

    Great explanation! This video breaks down complex concepts in AI in such an easy-to-understand way. I appreciate the visuals and examples used to illustrate how AI works. Looking forward to learning more about this fascinating topic!

    • @KlippaAI
      @KlippaAI 7 днів тому

      Thank you, happy to hear this video helped you understand AI better!

  • @GrowStackAi
    @GrowStackAi 9 днів тому

    Innovate faster with our custom AI solutions 💫

  • @AnthonyLopez-t2e
    @AnthonyLopez-t2e 18 днів тому

    Great content, as always! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?

  • @deepthikuruvath8920
    @deepthikuruvath8920 20 днів тому

    Math in ai vedio please😢😢😢😢😢

  • @WasimMehar-s8x
    @WasimMehar-s8x 21 день тому

    Which tool did you use to make this video

  • @francishubertovasquez2139
    @francishubertovasquez2139 26 днів тому

    The question, are you a robot, if you say youre a robot, then the elites billionnaires and trillionnaires should be robots too, and the principalities should be robots too, whom shall be my tools. Because theres equal numbers in computers and communists, whom shall be my tools.

  • @RatKing59
    @RatKing59 Місяць тому

    The definitions provided assumes APIs are tools for connecting services across the web. I can’t believe I’m becoming a greybeard in programming, but APIs existed long before web programming. An SDK is an API - both expose endpoints to a consumer which define the rules and data necessary to interact with their underlying implementations. They’re both intended to abstract the consumer and, hopefully, expose much of the logic while ensuring the use of the tools are within limits. The only difference between them is that SDKs contain the code and dependencies necessary to complete the task and APIs are just a concept. As an example: a PlayStation SDK contains everything you need to make a game work on a PlayStation hardware, including the exposed interfaces for the graphics card, sound engine, clock, network, etc. In that same example, the API is the code exposed to the user like “renderFrame()” which can be called by the developer to fire off the rendering process. This API abstracts you from the underlying calls to the AMD chips, TSMC RAM, proprietary CPU, etc.

  • @MayconCosta-r8m
    @MayconCosta-r8m Місяць тому

    🧠🧠😡😡👦🏻👦🏻🕗🕗🕗👶🏻👶🏻🧑🏼‍🚒🧑🏼‍🚒👦🏻🧑🏼‍🦲👨🏼‍⚕️👨🏼‍🚒👩‍❤️‍👨💑👩‍❤️‍💋‍👨🧠🧠💑💌🦻🏻🦻🏻🦻🏻kkkk🧠

  • @klawtawar
    @klawtawar Місяць тому

    Very nice presentation 🎉

  • @Dennis-xh2ec
    @Dennis-xh2ec Місяць тому

    Just advanced programming AP may be a better discription

  • @Airdropshunterofficial
    @Airdropshunterofficial 2 місяці тому

    You may have low subscriber but your content quality is on TOP ,keep going

    • @KlippaAI
      @KlippaAI 2 місяці тому

      Thank you! Do you have any related topics you would like to learn more about?

  • @molugusatyapriya2
    @molugusatyapriya2 3 місяці тому

    AI systems are becoming more sophisticated, providing powerful tools for problem-solving and data analysis, but they also require ongoing scrutiny to ensure they are used responsibly.

    • @Morqana
      @Morqana 2 місяці тому

      agreed!!

    • @KlippaAI
      @KlippaAI 2 місяці тому

      We fully agree. AI has become more accessible than ever before. These advancements enable more efficient workflows, deeper data insights, and innovative solutions to complex problems. However, with this increased capability comes the crucial responsibility of ongoing oversight to ensure AI technologies are used responsibly. At Klippa, we develop our own AI models to promote fairness, reduce bias, and safeguard privacy and security. We continuously log and monitor our solutions to uphold these standards and ensure responsible AI use, allowing us to deliver both innovative and trustworthy products that our clients can rely on.

  • @rahmaabh2236
    @rahmaabh2236 5 місяців тому

    where can i get the api key?

    • @KlippaAI
      @KlippaAI 5 місяців тому

      Thank you for your question! We have integrated our services into one platform to make access easier. Check out www.klippa.com/en/dochorizon/request-a-key-dochorizon/ to request a key and learn more!

  • @reneburger4317
    @reneburger4317 6 місяців тому

    Bedrijven worden ingezet als verlengstuk van de overheid om bij te houden wie op welke manier naar en van zijn werk reist, let wel: in je privétijd. Ben ik nou de enige die dat raar vindt? Er zijn toch andete methoden denkbaar om bij te houden hoeveel mensen de auto pakken en hoeveel gebruik maken van ov!

  • @TaraKulshrestha
    @TaraKulshrestha 6 місяців тому

    Thank you, this was helpful!

  • @nivesh3991
    @nivesh3991 6 місяців тому

    Charges ?

  • @manunamu1
    @manunamu1 9 місяців тому

    This is really good and this is exactly what I was looking for

  • @jeba6891
    @jeba6891 10 місяців тому

    Thank you Sir🙋‍♀

  • @lonewolfranger
    @lonewolfranger 11 місяців тому

    Awesome stuff, very insightful

  • @rkcs-Updesh
    @rkcs-Updesh Рік тому

    ua-cam.com/users/shortsnS1zrRg7cu0?si=54KItl5CWZFxSetN

  • @hollyreynolds5057
    @hollyreynolds5057 Рік тому

    Another excellent video. You are missing out on potential viewers by not using a service such as SMZeus.

  • @reinybourgonje2144
    @reinybourgonje2144 2 роки тому

    Prachtige film en een geweldige stem van Henk!!

  • @hendrikelliott7558
    @hendrikelliott7558 2 роки тому

    𝙥𝙧𝙤𝙢𝙤𝙨𝙢 ☺️

  • @waynemurphy8557
    @waynemurphy8557 3 роки тому

    How’s it going?!! Enjoyed the video! Why don’t you use promosm to get your video higher in the search?

  • @cornelioroyer8376
    @cornelioroyer8376 4 роки тому

    do you have example for php

    • @YasharImanlou
      @YasharImanlou 4 роки тому

      Yes, they also have PHP sample in their docs.