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Question

is PDF Extraction - EXCEL insertion using Community Edition?

  • March 23, 2026
  • 3 replies
  • 41 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
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  • 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. 


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
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  • 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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