How to Convert a Document to CSV
The Convert Document to CSV feature allows you to transform PDF, JPG, or PNG documents into a CSV spreadsheet. This makes it easy to analyze your data, import it into other accounting software, or use it with various tools.
Step-by-Step Instructions
- Upload Your File: Begin by uploading your document. The system supports PDF, JPG, and PNG file formats.
- Select the Document Type: Indicate the type of document you are converting (e.g., invoice, receipt, bank statement). This helps our AI engine accurately map the data for conversion.
- Initiate Conversion: Click Convert to CSV. The AI will then extract the information from your document and format it into a CSV spreadsheet.
- Wait for Processing: The time required for conversion depends on the size and complexity of your document.
- Download and Customize: Once the conversion is complete, a download link will appear. Before downloading, you can customize the CSV format and select specific columns to include, such as Date, Description, Amount, Type, or Balance.
If you run into any issues, you can contact us at support@wesley-ai.co or chat with us using the support chat.