Document Data Extraction
Document Data Extraction uses AI to automatically read uploaded documents and populate your approval forms. Upload an invoice, receipt, purchase order, or contract, and watch as vendor names, amounts, dates, and line items get extracted and filled in automatically. No more manual typing. No more costly data entry errors. Just upload, review the extracted data, and approve with confidence. Perfect for finance teams processing invoices, HR handling expense reports, or any workflow where document data needs to flow into approval requests.
Document Data Extraction: Stop Typing, Start Approving
Tired of Copying Information from PDFs?
You know the drill. Someone uploads an invoice, a receipt, or a contract. Now you're stuck squinting at the PDF, typing every number and date into your approval form. One wrong digit and you've approved the wrong amount.
It's tedious. It wastes your time. And it's the kind of mindless work that makes you wonder why you're doing it manually in 2025.
Document Data Extraction changes everything. Upload a document, and the AI reads it for you. Fields populate automatically. You review, approve, and move on with your day.

What is Document Data Extraction?
Document Data Extraction uses AI to read uploaded files and automatically fill in your approval forms. When someone uploads an invoice, purchase order, receipt, or contract, the system analyzes the document and pulls out the important information.
Vendor names, dollar amounts, dates, line items. Everything you'd normally type by hand gets extracted and populated instantly. You just review it for accuracy and approve.
Perfect for finance teams processing invoices, HR teams handling expense reports, or anyone who needs approval data from documents. Works seamlessly with Custom Forms to create completely automated approval workflows.
Why Document Data Extraction Matters
The real magic isn't just speed. It's the relief of never worrying about typos again.
Save Hours Every Week
Stop copying information field by field. Upload the document and watch the form fill itself. What used to take five minutes per request now takes seconds. That time adds up fast when you're processing dozens of approvals.
Eliminate Costly Mistakes
When you type manually, you make mistakes. Wrong amounts, transposed numbers, missed dates. Document Data Extraction reads the source document directly, so the data matches what's actually on the page. No more approving $1,500 when the invoice says $15,000.
Get Back to Real Work
You didn't take this job to retype information from PDFs. Let the AI handle the data entry while you focus on making actual decisions. Review the extracted data, add your judgment, and approve or deny based on what matters.
How It Works
Getting started is simple. No technical setup required.
- Upload Your Document: Drop a PDF, image, or scanned document into any file upload field
- AI Extracts the Data: The system reads the document and identifies key information automatically
- Review and Approve: Check the extracted data, make any needed adjustments, and approve
The AI learns your document types over time. Combined with Conditional Routing, you can route approvals based on extracted amounts or other document data automatically.
Perfect For Teams Who Handle Documents
You need Document Data Extraction if you're dealing with:
- Invoice approvals where you're copying vendor info and totals from PDFs
- Expense reimbursements with receipts attached that need manual entry
- Purchase orders that arrive as scanned documents or email attachments
- Contract reviews where you need to pull key dates and amounts into your workflow
Start Extracting Data Today
Stop wasting time on manual data entry. Stop worrying about typos in approval amounts.
Document Data Extraction handles the tedious work so you can focus on making good decisions. Upload documents, review extracted data, and approve with confidence.
Try ApproveThis free for 14 days and see how much time you save when the AI does the typing for you.