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Convert complex PDFs into structured, audit-ready data with full traceability, powered by Trullion’s AI.
59% of auditors said they spend more than five hours a week pulling data out of unstructured PDFs (Trullion’s State of Efficiency Survey). That’s time your team isn’t spending on analysis and review. There’s a better way to do this.
Spend less time gathering data and more time analyzing Extract the exact fields and tables you need across single or bulk document sets, and put the time you save back into analysis and review.
Maintain data integrity with a single source of truth Annotations link directly to original documents. Every data point links back to its source, so your team can verify results and document its work.
Trullion’s data extraction software pairs OCR with AI built for finance documents, so your team can turn complex PDFs into structured data that stays linked to its source.
Built for audit and accounting teams
Data Extract pulls the data you need from contracts, invoices, and other PDFs into structured, reviewable output, with every data point linked back to its source file. From there, your team can carry it into Document Matching, Substantive Testing, Financial Statement Validation, and External Audit workflows.
Data Extract pulls key terms, dates, and amounts from leases, contracts, and invoices into structured data for reporting, compliance checks, and the financial close. Extracted data can feed directly into Lease Accounting, Workflows, and Corporate Accounting.
Make your daily tasks faster, easier, and always audit-ready.
AI-powered OCR and guidepoint technology transform complex PDFs and unstructured data into searchable, actionable insights.
Trullion’s AI understands phrases like “first day of the last week of January” and outputs exact lease dates.
Instantly generate concise summaries and translate documents across Spanish, English, Hebrew, and more.
Create custom prompts to accurately extract specific contract data and key details.
Increased speed of financial answer in last few months
Morgan Hoffmann
Finance Leader at Bradken
Saved time per week in last 6 months
Ron Kariv
Controller at Claroty
Data Extract is Trullion’s AI-powered product that pulls key financial data from unstructured documents like PDFs, contracts, invoices, and leases. It identifies and extracts text, tables, and specific fields, then delivers structured, audit-ready output with full traceability back to the source file.
Instead of manually transcribing data from documents into spreadsheets, teams can upload files and let Data Extract convert them into structured formats like Excel, ready for analysis or downstream testing.
Yes. Data Extract’s AI is designed for complex layouts, multi-page documents, and nuanced content, including embedded tables and narrative text. Teams can extract fields, tables, or both across single or bulk document sets within one consistent workflow.
Yes. The platform includes preview and validation workflows so teams can review AI-extracted results before exporting or using them in downstream processes. Every extracted data point includes annotations linking it back to the original document, making review and audit documentation straightforward.
OCR (optical character recognition) is technology that converts scanned or printed documents into machine-readable, editable data. In accounting, it automates the process of pulling information from invoices, receipts, bank statements, and other paper or PDF documents into digital systems, replacing manual data entry.
Modern tools like Data Extract go beyond basic OCR by combining it with AI to interpret context, handle complex layouts, and deliver structured output that’s ready for audit, reconciliation, or reporting workflows.
Yes, audit teams use it to gather evidence and expedite fieldwork, while accounting teams use it to pull key data for reporting, compliance checks, and financial close processes.
Data extraction software pulls specific information out of documents and other sources and converts it into structured data you can analyze, test, or load into other systems. The category is broad. It includes web scrapers, ETL tools that move data between databases, and document data extraction software that reads files like PDFs. That last group uses OCR and AI to read contracts, invoices, leases, and similar files and return fields and tables in formats like Excel. For accounting and audit teams, the best fit is software that also links every extracted value back to its source, so the output can be reviewed and used as audit documentation.
General OCR converts a scan or image into text, but it doesn’t understand what the text means. Many document parsers also depend on templates or fixed rules that need setup for each layout. Data Extract combines OCR with AI built for finance documents. It reads context, such as interpreting “the first day of the last week of January” as an exact date. It captures tables and embedded content, and it pulls the fields you specify using custom prompts. Every extracted data point links back to the original document, and teams can review results before exporting them to Excel or using them in downstream testing.
Data Extract is built for the unstructured, text-heavy documents accounting and audit teams work with, including leases, contracts and amendments, invoices, and other PDFs, whether scanned or text-based. It handles multi-page files, tables, embedded content, and mixed layouts. It can also summarize and translate documents across languages including Spanish, English, and Hebrew. You can extract specific fields, tables, or both, from a single document or a bulk set.
Look for software that covers these areas:
Traceability: every extracted value links back to its source document. Review and validation: you can check results before they’re exported or used. Complex document handling: it reads multi-page files, tables, scans, and narrative text, not just clean forms. Flexible extraction: custom fields and prompts, not only predefined templates. Scale: single and bulk extraction in one workflow. Usable output: structured exports like Excel that feed into testing, matching, and reporting. Finance context: it understands accounting and audit documents, not just generic text.