How to Extract Data from a PDF : 3 Simple Steps

Mar 31, 2025

extract data
extract data
extract data

Manually copying and pasting data from PDFs is frustrating and time-consuming. Whether you’re dealing with invoices, receipts, contracts, or financial statements, extracting structured data quickly and accurately can be a challenge. But with Kite, an AI-powered document extraction tool, you can get the data you need in just a few seconds without writing a single line of code.

In this guide, we’ll show you how to extract data from a PDF in three simple steps using Kite.

Step 1: Upload Your PDF

The first step is to upload your document to Kite. You can drag and drop your PDF files or select them from your computer. Kite supports multiple document types, including invoices, bank statements, purchase orders, application forms, and more.

Key Features:

  • Upload single or multiple files at once

  • Supports PDFs, receipts, invoices, and structured documents

  • No file size restrictions

Step 2: Describe What Data You Need

Once your PDF is uploaded, simply type a prompt describing the data you need just like you would in ChatGPT. There’s no need to set complex rules or templates.

For example, if you need to extract invoice details, you can enter:

"Extract invoice number, date, total amount, and customer name."

Kite’s AI will automatically identify the relevant data fields and extract them accurately.

Step 3: Download Your Data

After Kite processes your document, you can instantly download the extracted data,
Export as CSV (.csv)

Why Use Kite for Data Extraction?

1. No Manual Work: Save hours by automating data extraction.

2. AI-Powered Accuracy: Get precise results without setting up rules.

3. Works with Any Document: Extract data from invoices, forms, reports, and more.

4. Secure & Private: Your data is encrypted and never shared.

Get Started with Kite Today