Converting PDF financials to Excel / Google Sheets

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by a searcher from Harvard University - Harvard Business School
in Seattle, WA, USA

11mos ago

Converting PDF financials to Excel / Google Sheets

Has anyone found a reliable app or AI prompt to convert PDF financials from a data room into a coherent set of excel-based financials? I'm annoyed by how many PDF docs I get and embarrassed to admit how much time I've spent trying to automate the translation. It is still much faster for me manually to re-create them... Thanks!

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reply by a searcher 9mos ago
from University of Washington in Seattle, WA, USA

I highly recommend hire Interns or an offshore virtual assistant. There is some initial start up work to get them rolling, but it's the only real solve available given the huge variety of PDF formats you'll come across. If this is for early stage screening, I'd recommend narrowing down the inputs you're entering to speed up the process, and/or offshore it.

reply by a searcher 4mos ago
from University of Cape Town in London, UK

I tested a number of models for converting PDFs to text and had the most success with Claude, which I've found to give very accurate results most of the time. That was about six months ago, so I'd be surprised if most models don't handle this pretty well by now. You can use n8n or Make.com to orchestrate the workflow and download text into a spreadsheet, or use Claude in Excel, which I haven't used yet, but I imagine that's now the way to go. Let me know if I can help further.