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parsedit

Extract structured data from any document. Review, edit, and send to Google Sheets or webhooks — no code required.

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  • Invoices & finance
  • Bank & operations
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parsedit
SolutionsExtract

Capability · Extract

Schema-driven field extraction

Define the fields you need once. Parsedit pulls them from PDFs, Word files, images, and 30+ other file types, and shows every value for review before it is sent.

Create a parserBrowse all templates
  • 30+ file types
  • Review before send
  • Schema-driven output
Source document
Capabilities

What you can extract

Map any field to your schema. Here is a sample invoice extraction.

  • Define vendor, dates, totals, and custom fields in one schema
  • Confidence scores highlight fields that need a second look
  • Edit and approve every value before delivery
  • Export to Google Sheets or any webhook endpoint

One schema for every document layout

Fields in your schema

Vendor
Aceware Inc
Invoice #
INV-8821
Date
2024-01-15
Subtotal
$7,800.00
Tax
$719.00
Total
$8,519.00

Every vendor formats invoices differently. Parsedit does not require a template per supplier—you define the fields once and extraction adapts to the layout.

Capabilities

An extraction engine built for accuracy and control

Purpose-built capabilities for this document type.

  • ItemQtyRate
    Consulting8$975
    Support4$420
Capability · Extract

From upload to structured data

A consistent three-step flow for every document.

  1. 1Step 01
    Drop or route intake

Schema mapping from any layout

Parsedit detects field regions and maps them to your schema—vendor, dates, totals, and custom fields—without per-vendor templates.

Source document

Validation before delivery

Low-confidence values are flagged for review. Edit, approve, then send—every extraction is validated before it reaches your stack.

OCR Explained

When scans need OCR

Scanned PDFs and images run through OCR first, then the same schema applies. One parser handles digital and scanned inputs.

Learn how OCR works
extractconfidencevendor94%date88%total52%sendreview

Document templates to start from

Pre-built schemas for common document types. Customize fields and connect a destination.

Invoice

Aceware Inc

Invoice #INV-8821
Date2024-01-15

Bill to

DescriptionQtyAmount
Consulting services8$975.00
Implementation support4$420.00
Documentation package2$185.00
Subtotal$7,800.00
Tax$719.00
Total$8,519.00
Invoice

Pull vendor, dates, totals, and invoice numbers from PDF or DOCX invoices and send them straight to your spreadsheet.

Blue Bottle

2024-02-18

Cappuccino$5.50
Almond croissant$4.25
Tip$2.00
Subtotal$18.40
Tax$1.61
Total$20.01

Integrations

Send extracted data anywhere

Map fields once and deliver clean rows to Google Sheets or any webhook.

  • Google SheetsDestination

Extraction designed for security

Your documents stay in your account. Review is on by default, and auto-send only runs where you enable it.

  • No training on your data

  • Review on by default

Extraction FAQ

Common questions about this capability. Need more detail? our documentation

What file types can I extract from?

Over 30 file types, including PDF, Word, Excel, CSV, PowerPoint, images (PNG, JPEG, TIFF, WebP), email files (EML, MSG), and HTML. Scanned files run through OCR automatically.

Capability · Extract

Start extracting structured fields in minutes

Create your first parser in minutes. No code, no setup calls.

Create a parserCompare plans
Extract
Map
Your schema5 fields
Vendor
Aceware Inc
Invoice #
INV-8821
Date
2024-01-15
Subtotal
$7,800.00
Tax
$719.00
What you can extract
Vendor
Aceware Inc
Invoice #
INV-8821
Date
2024-01-15
Subtotal
$7,800.00
Tax
$719.00
Total
$8,519.00

Top-level fields. Line-item tables are not included.

Table detection reads line items when present. Totals, tax, and header fields are extracted alongside row-level data when your schema includes them.

Scanned documents run through OCR automatically when embedded text is not available. The same schema applies whether the source is digital or scanned.

After review, approved rows append to your spreadsheet or POST as JSON to your webhook—ready for accounting, ERP, or custom workflows.

Define your own schema

Choose exactly the fields you want—no rigid, fixed templates.

  • SVC-01Implementation$420.00
    SVC-02Documentation$185.00

    Confidence scores

    See how sure Parsedit is about each field so you know what to check.

  • PDF
    Scan
    DOCX

    Any document format

    Native PDFs, Word files, spreadsheets, and scanned images all run through one parser.

  • Google Sheetsappend
    WebhookPOST

    Webhook and Sheets delivery

    Map fields once and deliver clean rows to Google Sheets or any webhook.

  • Vendor98%
    Total94%
    Date87%
    Approve

    Review before send

    Every value is editable in review. By default, nothing is sent until you approve.

  • PDF
    DOCX
    Scan

    Upload

    Drop a PDF, Word file, spreadsheet, or image, or send it in by email or API.

    PDFDOCXEmailDrive
  • 2Step 02
    Extractionmapping
    VendorAceware Inc
    Invoice #INV-8821
    Total$8,519.00

    Review

    Check each extracted field, with confidence scores to guide you.

    OCRSchemaTables
  • 3Step 03
    Review queue3 fields
    VendorAceware Inc
    98%
    Total$8,519.00
    94%
    Date2024-01-15
    87%

    Send

    Approve to append rows to Sheets or POST JSON to your webhook.

    EditDraftReject
  • ExtractMap
    Your schema5 fields
    Vendor
    Aceware Inc
    Invoice #
    INV-8821
    Date
    2024-01-15
    Subtotal
    $7,800.00
    Tax
    $719.00
    Receipt

    Capture merchant, date, tax, and total from receipts for expense tracking and reimbursement.

    Quote

    Northgate Supply

    Quote #Q-2041

    Prepared for

    DescriptionQtyAmount
    Design & discovery1$2,400.00
    Implementation1$1,200.00
    Support retainer3$200.00
    Valid until2024-03-15
    Subtotal$3,900.00
    Total$4,210.00
    Quote

    Extract vendor, quote number, validity, and totals from quotes and proposals, then push them to your CRM.

    Purchase Order

    Northgate Supply

    PO numberPO-55210
    Order date2024-02-03

    Ship to

    DescriptionQtyAmount
    Steel brackets (SKU-441)120$18.50
    Fasteners kit40$42.00
    Safety gloves200$6.25
    Line items7
    Total$4,210.00
    Purchase Order

    Read PO numbers, suppliers, line items, and totals from purchase orders to keep procurement in sync.

    Invoice

    Aceware Inc

    Invoice #INV-8821
    Date2024-01-15

    Bill to

    DescriptionQtyAmount
    Consulting services8$975.00
    Implementation support4$420.00
    Documentation package2$185.00
    Subtotal$7,800.00
    Tax$719.00
    Total$8,519.00
    Invoice

    Pull vendor, dates, totals, and invoice numbers from PDF or DOCX invoices and send them straight to your spreadsheet.

    Blue Bottle

    2024-02-18

    Cappuccino$5.50
    Almond croissant$4.25
    Tip$2.00
    Subtotal$18.40
    Tax$1.61
    Total$20.01
    Receipt

    Capture merchant, date, tax, and total from receipts for expense tracking and reimbursement.

    Quote

    Northgate Supply

    Quote #Q-2041

    Prepared for

    DescriptionQtyAmount
    Design & discovery1$2,400.00
    Implementation1$1,200.00
    Support retainer3$200.00
    Valid until2024-03-15
    Subtotal$3,900.00
    Total$4,210.00
    Quote

    Extract vendor, quote number, validity, and totals from quotes and proposals, then push them to your CRM.

    Purchase Order

    Northgate Supply

    PO numberPO-55210
    Order date2024-02-03

    Ship to

    DescriptionQtyAmount
    Steel brackets (SKU-441)120$18.50
    Fasteners kit40$42.00
    Safety gloves200$6.25
    Line items7
    Total$4,210.00
    Purchase Order

    Read PO numbers, suppliers, line items, and totals from purchase orders to keep procurement in sync.

    AirtableDestination
  • QuickBooksDestination
  • XeroDestination
  • WebhookDestination
  • Google DriveIntake
  • ZapierAutomation
  • SlackNotifications
  • Check out integrations

    Secure storage of extracted data

  • You stay in control

  • Do I need to write code?

    No. Define fields in the dashboard and connect a destination—no code required.

    How accurate is extraction?

    Accuracy depends on document quality. Confidence scores and review let you catch anything before it is sent.

    Can I extract line items from tables?

    Yes. Table detection reads rows and columns from invoices and receipts. Layout complexity may affect results.

    How does extraction connect to automation?

    After review, approved rows can flow automatically to Sheets or webhooks. See Automate for full pipeline setup.