PanaForma

Flexible Templates

Works great with PDFs that follow a consistent format, for example: invoices, receipts, purchase orders, expense reports, surveys… but really anything you want!
Define a Template by selecting the data fields you need from a PDF.
Apply a Template repeatedly to as many PDFs as required with a couple of clicks.
Adjust the Template on every form, and manually change extracted values if needed.

Extract data from all PDFs in a folder with the Bulk Processing feature.
Optionally, you can also include PDFs in sub-folders, if needed.
The Bulk Processing feature also allows you to remove Templates from PDFs - useful if you need to re-process files with a new Template.

Review & bulk edit all extracted data before export.
Export extracted data to the world's favorite tabular data file formats — Excel and CSV.
Export all rows and columns, or choose only the rows and columns you need.
Copy data to the clipboard to use it in any Windows application that supports pasting.

One minute introduction to PanaForma.
See how PanaForma can save you from time-consuming and tedious work!
For a complete step-by-step demonstration of PanaForma in action, check out the Demo video below.

Note: You can also try PanaForma without starting a free trial — all features except data export are enabled.

$27.99 / month

No long-term commitment!

$279.99 / year

Pay yearly and save!

Step-by-step video demo of using PanaForma to extract data from supplier invoices.
Shows data extract Template creation.
Demonstrates a Template being applied to multiple PDFs.
Shows the export of extracted data to Excel.

PanaForma is not a Cloud service or "SaaS" app. It is a Windows application that runs only on your PC.
With PanaForma, your files and data never leave your system. Many other apps copy all your data to their Cloud servers.
PanaForma offers the ultimate flexibility. You define your own Templates for data extraction, so it can potentially work with any PDF form layout. Some other apps only offer pre-defined Templates — if they don't match your file, you're out of luck!
For a fixed subscription PanaForma offers unlimited use — unlike some other apps that charge for every file processed. Plus PanaForma has a one-month free trial, with no obligation to continue with a paid subscription.

Get it from the Microsoft Store to start your free trial