PDF data in Excel, laid out your way.
Extract the data from any customer order, invoice or statement, then download it in the format your team already works from: a pick list, an approval sheet, a coding sheet. Your headings, your columns, only the fields you need. Design it once, and every document downloads that way.
Your custom layout: the pick list your warehouse works from, with Picked and Bin columns and lines to sign.
Extraction is done. Then the reformatting starts.
If you copy every export into your own Excel template, the time you saved on typing goes straight back into formatting.
Built for a database, not your team
A standard export is one wide table: the order details on the first row only, every item spread across columns, and fields such as unit prices that the people using the sheet do not need.
Field names, not your headings
A standard export uses field names such as customer_name and line_items.quantity as headings. Your warehouse, your approvers or your bookkeeper expect “Customer” and “Qty”, in the order they work in.
No room for your own columns
Picked, Bin, GL code, Approved by: the columns your team fills in next are not in the document, so they are never in a standard export. Someone adds them by hand, every time.
Design a layout in ten seconds.
A small copy of the real editor, building a pick list from customer orders. Move the fields around, then press Preview and switch orders: watch the lines grow and everything below them move down.
Click a field, then a cell. Or drag it onto the grid.
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Customer | {customer} | |||
| 2 | PO Number | {po} | |||
| 3 | Ship By | {ship} | |||
| 4 | |||||
| 5 | Item Code | Description | Qty | ||
| 6 | ↓ one row per item | ||||
| 7 | |||||
| 8 | Delivery Notes | {notes} | |||
| 9 | |||||
| 10 | |||||
| 11 |
Design it once. Every download follows it.
A layout belongs to a Parser Template, so it works for that document from every company, in every design. Build the template from one sample with the AI document parser.
Design the layout
Open Custom layout on your Parser Template. Drag fields and lists onto the grid, type your headings, add empty columns.
Preview with a real document
Switch to Preview to see the layout filled in with any of your last 10 extracted documents, then test the download.
Download in your layout
Run a batch in Data Lab, or open one in Activity, and click Download. Every document comes out in your layout.
Fifty invoices, one download, your layout.
Choose once how a batch comes out. The layout is the same for every document; only the data changes. Click an option to see it.
One Excel file. Each document gets its own tab, named after its file, and every tab follows your layout.
| A | B | C | |
|---|---|---|---|
| 1 | Supplier | Northwind Office Supplies | |
| 2 | Invoice Number | INV-20871 | |
| 3 | Description | Amount | GL Code |
| 4 | A4 copy paper, 5 boxes | 120.00 | |
| 5 | Toner cartridge, black | 137.00 | |
| 6 | Total | 306.00 | |
Files people read, not just import.
A custom layout pays off wherever a person checks, codes, signs off or sends on the result. Pick a document to see a layout built for it.
One sheet per supplier invoice for the person who signs it off: the details at the top, the lines with a GL code and cost centre to fill in, and an approval block at the bottom.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Supplier | Kestrel Print & Packaging | ||
| 2 | Invoice Number | KP-30918 | ||
| 3 | Due Date | 2026-11-27 | ||
| 4 | ||||
| 5 | Description | Amount | GL Code | Cost Centre |
| 6 | Mailer boxes, 500 | 410.00 | ||
| 7 | Branded tape, 36 rolls | 97.20 | ||
| 8 | Delivery | 25.00 | ||
| 9 | ||||
| 10 | Approved by | |||
| 11 | Date approved |
The standard export does not go anywhere.
For importing into accounting software or a database, one plain table is still best. It stays under Export as, next to your layout's Download button. Linked sheets and automations keep the standard fields too.
- Custom layout: for people who read, check and send on
- Standard Excel, CSV and PDF: for imports and analysis
- Google Sheets, Airtable, Zapier, Make and n8n: rows sent on their own
- The document parsing API: the same fields as JSON
How long do you spend reformatting exports?
Count the copying, pasting, renaming columns and moving lists around after each export. Designing a layout once takes a few minutes.
Custom layout questions
What is a custom layout?
A custom layout is your own design for the file you download. Instead of one wide table, you choose where each extracted field goes, add your own headings and empty columns, and every document you download with that Parser Template follows it.
Do I need to know Excel or write formulas?
No. You drag fields from a list onto a grid, type your own headings, and switch to Preview to see the layout filled in with a document you have already extracted. There are no formulas or code.
Which file types can I download?
Excel or PDF. In Excel, choose a tab per document, all documents in one tab (each starting with its file name and printing on its own page), or one file per document in a zip. In PDF, each document gets its own page. The standard CSV, Excel and PDF exports stay available too.
Where do I download a document in my layout?
In Data Lab after a batch, and in Activity for any document or batch you extracted before. When a Parser Template has a custom layout, its Download button gives you the file in that layout.
What if I change my Parser Template later?
Your layout stays. If you rename or delete a field that the layout uses, the editor and the Parser Template page point it out, and that cell is left empty until you fix it.
Do numbers stay numbers in Excel?
Yes. Amounts and quantities are written as numbers, so totals add up. Text such as a reference number stays exactly as extracted, so 00123 does not turn into 123 and a long account number does not turn into scientific notation.
Which plan includes a custom layout?
The Scale plan and above. On any plan you can design a layout and preview it with your own documents, and on the free trial you can save and download it while your 25 free pages last. See pricing.