Vision AI
Stop retyping documents — turn PDFs and scans into data you can use
Upload a PDF, scan, or photo, describe what you need in plain language, and Vision AI extracts tables, fields, and metrics — then exports to Excel, CSV, or Word or adds them to your dashboard.
Free forever · No credit card required · Paid plans from $23.99/month
Connect to Apps Built for Business
Stop retyping what's already on the page.
Critical numbers hide in scanned PDFs, phone photos, and faxed forms until someone types them in. Upload the file, and Vision AI pulls text, tables, and layout with OCR — even when the document was never digital to begin with.
Scans, photos, and screenshots — not just digital PDFs.
Upload a phone photo of a receipt, a faxed contract, or a photographed whiteboard. Vision AI reads image-based documents with OCR — not only born-digital files.
Multi-page PDFs and complex layouts.
Financial statements, tax forms, and multi-table reports are reconstructed page by page — with one Excel tab per page when you export.
Confidence on every extraction.
Each field and table comes back with a confidence score so your team verifies high-stakes numbers before they hit a forecast or board deck.
PDF, image, spreadsheet, and document uploads.
Drop in PDFs, PNG, JPG, TIFF, CSV, Excel, Word, or plain text — the same upload panel handles the files teams already work with.
Gross margin
64.6%
Net income
$37.7K
Revenue
$409.5K
Turn messy documents into metrics your team can act on.
A scanned P&L or vendor invoice is useless in a folder. Vision AI reconstructs tables, extracts headline KPIs, and surfaces charts and insights — so finance and ops move from document to decision without a manual cleanup step.
Tables rebuilt from messy pages.
Line items, totals, and multi-column tables land as clean rows and columns — ready to filter, sum, and chart without manual cleanup.
KPIs and metrics extracted automatically.
Revenue, margin, expenses, and other headline numbers are pulled into metric tiles when the document supports them — not typed in by hand.
Domain-aware interpretation.
Industry playbooks for finance, operations, retail, healthcare, legal, and more help Vision AI read domain-specific documents accurately.
Charts and insights on the same run.
Summaries, spending breakdowns, and chart-ready views ship with the extraction — so a scanned report becomes analysis, not just a spreadsheet.
Processing document…
Found 12 line items, 1 missing tax field, total due $4,280.00.
Tell it what you need — not how to build a workflow.
Describe the outcome in everyday language: extract line items, summarize a contract, chart expense categories, or check a form for missing fields. Follow up on the same file until the result is right.
Describe the outcome in plain language.
Extract invoice totals, turn a PDF into a spreadsheet, summarize a contract, or flag missing form fields — no templates to configure and no code to write.
Follow-up questions on the same file.
Ask a second or third question without re-uploading. The document stays in context so you refine results in a conversation, not a do-over.
Suggested prompts to get started.
Built-in examples cover invoices, contracts, expense summaries, and competitor screenshots — so non-technical teams know what to ask on day one.
Grounded results — no invented numbers.
Vision AI returns structured output tied to what is on the page, with summaries and recommendations labeled when they are interpretive.
Added to dashboard
Export once — use the data in dashboards, decks, and spreadsheets.
Download Excel, CSV, or Word when you need the raw file — or add KPIs, tables, and charts straight to your Intelligence Workspace dashboard or presentation. One upload flows into every place your team already works.
Excel, CSV, and Word downloads.
Export the full reconstructed dataset — multi-page tables become multi-tab workbooks with a combined sheet when you need one view.
Add KPIs and charts to a dashboard.
Mark any metric tile or chart from a Vision AI run and drop it into your Intelligence Workspace dashboard — no copy-paste between tools.
Send visuals to Presentation AI.
Tables, KPIs, and charts can be added straight to a slide deck — so the document you uploaded becomes boardroom-ready in one flow.
Session history to revisit past runs.
Recent uploads and results stay in your sidebar — reopen a prior extraction before a deal review or audit without starting from scratch.
Close the books faster when scanned statements become structured metrics.
Finance teams upload quarterly reports and tax documents once — then reuse the extracted revenue, margin, and expense figures in forecasts, board decks, and variance reviews without re-keying every line.
Process invoices and forms without a data-entry backlog.
Operations and AP teams extract vendor, date, line items, and totals from PDFs and scans — then export to Excel or push totals into dashboards when leadership needs a live read on spend.
Stop retyping numbers out of PDFs and screenshots
Upload a document, describe what you need, and get structured tables, KPIs, and exports — available on paid plans starting at Starter.
- Excel, CSV & Word export
- Dashboard & presentation handoff
- Multi-page PDF reconstruction
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