Turn PDF forms and invoices into rows.
Extract reads PDF, Excel and XML files with templates that locate named fields, scores every value for confidence, and lets a person review and correct before export.
Invoices, W-2s and other forms arrive as PDFs and someone re-keys them. Reading them by position works well when the layout is fixed.
Modules. Extract module. OCR is included.
Edition. DataBridge Server only. Desktop has no Extract screens.
A real DataBridge screen, with sample data from a demo instance.
How DataBridge does it.
Each step names the feature as it appears in the product.
- Step 1
Calibrators and templates
DataBridge ships calibrators for the W-2 and 1099-NEC and a ready-made W-2 template. For your own vendor's form, derive a template and set each field's zone on a sample page.
- Step 2
Visual calibration
Draw each field's zone on a real page, or edit zones as numbers in the zone table. Excel and XML templates use cells, labels or XPath.
- Step 3
Upload and extract
A PDF with a text layer reads exactly. A scanned page goes through OCR at lower confidence.
- Step 4
Review
Each field carries a confidence score. Low-confidence values can be corrected before saving.
- Step 5
History and export
Extraction history keeps each form, and Export CSV writes one row per form, or several forms selected together.
What this does not do.
- Templates are position-based. A vendor who changes their layout needs a recalibrated template, and each vendor layout needs its own template.
- Only the W-2 and 1099-NEC ship ready to use. Invoices need a template you calibrate on your own sample.
- Scanned pages are less certain than text PDFs. Review them, and scans are processed one at a time.
Related pages.
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