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Ground Control | Tier 1
March 23, 2026
Question

is PDF Extraction - EXCEL insertion using Community Edition?

  • March 23, 2026
  • 3 replies
  • 102 views

is it possible to extract PDF information of personal banking account statement, and Insert into corresponding Excel Spreadsheet using Automation

    3 replies

    raegan.smith
    Cadet | Tier 2
    Cadet | Tier 2
    March 23, 2026

    Hi ​@Easy_314,

    It is possible! There’s a couple ways to go about it. If you aren’t using document automation, you can use the PDF: Extract Text (to save data from PDF) as a text file. Next, I open the text file, save data as a data table, create an excel workbook (can be xls, xlsx, csv) and write from data table into the excel worksheet . 

    I’d be happy to share more info about this route, if you’d like. 

    Navigator | Tier 3
    March 25, 2026

    Hi ​@Easy_314 ,

    yes, it is possible in community edition.
    First check what kind of PDF is your bank statement?

    • Is it a text-based/digital PDF? (You can highlight and copy text from it) - Use the PDF package directly
    • Is it a scanned/image-based PDF? (Came from a scanner or photo) - You'll need Document Automation with OCR

       

    For the text-based/digital PDF - you can go with field by field extraction or Text extract - Store output in .txt  file.

    Attached file is for your ref - 

     

     

    amore17
    Most Valuable Pathfinder
    Most Valuable Pathfinder
    March 27, 2026

    You can achieve this by multiple ways -

    1. Using Document Automation ​​​​​​​
    2. If the PDF is native use PDF package directly 
    3. If you familiar with Python coding then use “import fitz”  from PyMuPDF library and get all the text out of PDF 
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    Akshay More -LinkedIn URL: www.linkedin.com/in/akshay-more-329bb798