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Infer the structure
The model separates document fields, repeating rows, totals, and notes based on the file in front of it.
Dynamite Docs reads digital and scanned PDFs, turns document fields and tables into editable Excel sheets, and keeps the source open while you check dates, numbers, and row boundaries.
Excel export can keep document fields and repeating rows on separate sheets. Check the row count, cell types, and control totals before using the workbook downstream.
The full workflow
Check the proposed fields against the source, correct a value, then export the reviewed Excel-ready tables.
Dynamite Docs01
The model separates document fields, repeating rows, totals, and notes based on the file in front of it.
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The source remains visible while you edit cells, rename columns, inspect warnings, and mark the result reviewed.
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Download Excel-ready tables, or move a recurring workflow into Google Sheets, Drive, webhooks, or the API.
Dynamite DocsChoose the AI route
Open AI & Processing, choose Connect Provider, and pick a provider. The setup screen links to that provider's key page. Create a free key where the provider offers one, paste it into Dynamite Docs, verify it, then select a model for the run.
Your provider key is encrypted before it is stored.
Switch between hosted, own-key, privacy-restricted, and local models.
The same source-first review screen works whichever route you choose.
Use PDF to Excel when the destination is a spreadsheet workbook and the source contains rows, columns, or report headers you need to sort, filter, calculate, or join. Begin by confirming which table on the document matters and noting the printed control total or row count before upload.
During review, inspect header depth, row alignment, date parsing, sign conventions for debits and credits, blank cells, and repeated page footers. Decide whether subtotals belong as static records or should be recalculated using Excel formulas, and verify that document-level facts like report period or account name remain distinct from repeating data rows.
Use the PDF Table Extractor when the primary challenge is isolating multiple distinct tables across pages. Choose PDF to CSV when the receiving system requires one flat, sheetless import file. For narrative reports or text-layer documents without financial tables, use PDF to Markdown. When recurring monthly schedules require stable column definitions, team review, or direct export to cloud drives, move to a saved extraction workflow.
The 28-day Free trial includes 25 page-equivalents per month shared by hosted and own-key processing, 5 hosted pages per document, and 5 documents per day. Anonymous trials have separate daily limits.
Yes. The pipeline applies OCR to scanned pages before it infers table columns and rows. Scan quality still affects the amount of review needed.
Yes. A PDF can produce multiple result tables. You can review each table and remove unrelated fields before export.
No. The goal is clean, usable data rather than a visual copy of the page. Complex formatting, charts, and decorative layout are not reproduced.
Compare the exported header, row count and control total with the source. Check repeated headers, blank cells, negative signs, decimal separators and ambiguous dates. For a multi-page table, inspect the first and last row on each page boundary before using formulas or importing the workbook elsewhere.
Starter and above add stored files, batch jobs and connected exports. Email intake requires Pro or Scale. File and processing limits depend on your plan.
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