ExtractFoxDocument extraction for finance teams
Finance teams spend more time moving numbers from PDFs into spreadsheets than they do analyzing those numbers. ExtractFox automates the data movement: vendor invoices, bank statements, financial statements, purchase orders, and expense receipts all become clean, structured rows in Excel or your ERP — so the team spends time on analysis, not data entry.
Common workflows
Drop a batch of vendor invoices and get vendor name, invoice number, due date, line items with GL code suggestions, tax, and total in one Excel sheet. Same column structure regardless of vendor layout — import maps don't break when suppliers change their template.
Upload monthly bank statement PDFs — from any bank, any format — and get every transaction as a structured row: date, description, debit/credit, running balance. Paste into your reconciliation spreadsheet or GL import template.
Use free-text mode to pull specific line items from income statements, balance sheets, and cash-flow statements — revenue, EBITDA, CapEx — across multiple periods or subsidiaries into a comparison table for reporting or budgeting.
Extract PO details (PO number, vendor, line items, delivery date, amounts) to build a matching log against invoices. Catch discrepancies before payment approval.
Bulk-process submitted receipt batches into a structured expense log: merchant, date, category, amount, tax. Feed directly into Concur, Expensify, or your in-house tracker.
Time savings
A mid-size finance team processing 200 invoices per month spends 15–20 hours on manual invoice data entry. ExtractFox compresses that to roughly 1–2 hours of upload + spot-check time, freeing the team for reconciliation and analysis work that actually requires human judgment.
Frequently asked questions
Can the output import directly into SAP, Oracle, or NetSuite?+
The CSV and Excel exports use stable column headers that map to standard ERP import templates. For SAP or Oracle, you'll define a one-time column mapping in your import wizard. The Pro REST API allows direct pipeline integration.
How does it handle multi-currency invoices?+
Currency codes and symbols are preserved as-printed. Amount fields come back as numbers, not strings. If you need normalized amounts, the API response includes the raw currency field you can look up against a rate table.
What about invoices with complex line-item tables?+
Multi-row line-item tables with subtotals, discounts, and tax lines extract as individual rows, each with their own amount. The invoice totals (subtotal, tax, grand total) are separate summary fields.
Can it handle bank statements from multiple banks in the same batch?+
Yes. Each statement is extracted independently — different formats from different banks produce the same column structure in the output. Batch uploads mix statement sources freely.
Is there an audit trail or versioning for extracted documents?+
The Pro plan keeps extraction history in your account. Each extraction records the file name, timestamp, fields extracted, and output. For SOX or audit requirements, contact us about an enterprise plan with enhanced logging.