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Use casesProcurement

Analyze spend from supplier invoices

Your real spend data is locked inside PDF invoices. Altera extracts the line items, works out the totals, and summarizes spend by supplier.

The challenge

Every supplier formats invoices differently, and line items often run over several pages. Getting them into one table usually means manual copy-and-paste.

Documents it handles

  • Supplier invoices
  • Purchase orders
  • Credit notes
  • Quotes and price lists

The workflow

This is a live canvas: drag the nodes around, or zoom with the controls.

Step by step

  1. 1
    PDF Converter

    Extract the line items

    Highlight the line-item table, and add column guides where columns sit close together.

  2. 2
    Cleaner

    Tidy the text

    Trim spaces and remove stray characters from descriptions and prices.

  3. 3
    Change Type

    Make quantities and prices numeric

    Convert quantity and unit price to numbers.

  4. 4
    Formula

    Calculate line totals

    Add a Line total column: quantity × unit price.

  5. 5
    Group By · Export

    Spend per supplier

    Total the line totals per supplier and export the result.

What you get

  • See spend per supplier in minutes
  • Catch price differences between invoices
  • Feed clean line items into your spend reports

More use cases

Finance & AccountingReconcile bank statements against your ledgerHR & PayrollTurn payslips into a payroll summaryLogisticsBuild a delivery log from delivery notesAudit & ComplianceCheck statements and reports before you sign off

Ready to turn your PDFs into data?

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