Financial Data Extractor — capture data from documents, hands-free

How can this template extract financial data for you?

This template quickly turns financial documents into tidy, actionable data. Just trigger the workflow, upload your document, and you’ll get clean numbers ready for any report or finance tool. No more tedious copying or searching — the process happens in the background, letting you focus on insights, not data entry.

Will it work with my types of financial documents?

Yes. From bank statements to invoices and balance sheets, almost any document with numbers is fair game. OpenAI's vision AI instantly analyzes your uploaded file, picks out all relevant financial data, and sends results in a spreadsheet-friendly format. Forget squinting at PDFs — your numbers are organized for you.

How do you use the extracted data?

Once the data is extracted, you receive it neatly organized and ready for use: build reports, calculate metrics, or connect it to your favorite finance apps. You can integrate additional automations so info flows right into your tools — without lifting a finger.

How do I set it up and what do I need?

Getting started is a breeze. You’ll just need access to CodeWords and your documents ready to upload. The template includes all the extraction logic — simply run the workflow and follow prompts to add your document. In seconds, your financial data is pulled, cleaned, and ready to use.