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

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

Mark old folders, forms, templates and fields as archived to easily filter their data out of reviews and exports
Delete data to free space when it's no longer needed
One-click access to the source PDF files on disk, and to view a PDF in PanaForma

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.

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 monthly fee 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