AI app for finance · no coding needed
Document-to-spreadsheet extraction and expense stewardship console
Reduce manual data entry while preserving an auditable trail from source document to exported row.
Made for: Finance and accounting teams extracting transaction and expense data from mixed documents
What it does for you
The problem
Structured financial data is trapped in PDFs, scans, screenshots and handwritten tables, forcing manual re-entry and reconciliation.
What it gives you
Reviewer-approved structured rows linked to source evidence
What you give it
Licensed source documentsextraction hintsaccounting rules
Build your own version of Tablextract, LedgerBox and more
One app with what these 3 AI tools do, yours to keep and change: Tablextract, LedgerBox, BankStatementLab.
Everything these tools do, in one app
- Multi-format data extraction Extracts structured data from various document types such as PDFs, images, and screenshots.Found in Tablextract, LedgerBox, BankStatementLab
- AI-powered OCR Uses AI to recognize and convert text and tables from images or scanned documents into digital formats.Found in Tablextract, LedgerBox, BankStatementLab
- Export to multiple formats Allows exporting extracted data to Excel, CSV, JSON, or clipboard for use in other applications.Found in Tablextract, BankStatementLab
- Custom extraction hints Enables users to provide specific instructions to target particular pages, tables, or perform calculations.Found in Tablextract
- Handwritten table recognition Converts handwritten or sketched tables into digital formats accurately.Found in Tablextract
- Quick extraction workflow Extracts tables in under three clicks—upload, extract, and export.Found in Tablextract
- Automated receipt/invoice extraction Automatically extracts data from receipts and invoices using AI recognition.Found in LedgerBox
- Real-time expense tracking Tracks and categorizes expenses in real time for better financial oversight.Found in LedgerBox
- Accounting software integration Integrates with popular accounting software and bank accounts to streamline workflows.Found in LedgerBox
- Customizable reports Generates customizable reports to analyze cash flow and expenses.Found in LedgerBox
- Secure cloud storage Stores data securely in the cloud, ensuring safety and easy access across devices.Found in LedgerBox
- Bank statement transaction extraction Extracts transaction rows from bank statement PDFs into structured outputs.Found in BankStatementLab
- Multi-bank/language support Supports any bank, format, and language, including mixed layouts and foreign-currency rows.Found in BankStatementLab
- Browser preview with quick-copy Provides a preview table in the browser with quick-copy cell capability.Found in BankStatementLab
- Privacy mode toggle Offers a privacy mode toggle for per-import data handling.Found in BankStatementLab
- Advanced date parsing Separates transaction and posting dates, preserves multi-line descriptions, and sanitizes currency formatting.Found in BankStatementLab
- Free starter option Includes a free starter option with limited pages to test the service.Found in BankStatementLab
How it works, step by step
- Ingest PDFs, images, screenshots and scanned documents
- Run AI-powered OCR to convert text and tables into digital formats
- Recognize handwritten and sketched tables
- Extract receipt and invoice data automatically
- Extract transaction rows from bank statement PDFs
- Support any bank, format and language, including mixed layouts and foreign-currency rows
- Apply custom extraction hints for pages, tables and calculations
- Separate transaction and posting dates and preserve multi-line descriptions
- Sanitize currency formatting
- Track and categorize expenses in real time
- Generate customizable cash-flow and expense reports
- Export to Excel, CSV, JSON or clipboard
- Provide browser preview with quick-copy cells
- Offer a privacy mode toggle per import
- Store data securely in the cloud with access across devices
- Compare the reviewed result with the recorded baseline and value assumptions
- Capture corrections and named-owner approval before consequential use
- Export a versioned reviewer-approved structured rows linked to source evidence with source references and unresolved questions
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Document-to-spreadsheet extraction and expense stewardship console with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Document-to-spreadsheet extraction and expense stewardship console with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links4 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare26 KB
- prompt-vps.mdThe same build on your own server (Docker)26 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria13 KB
- demo/index.htmlThe working demo on sample data197 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Reduce manual data entry while preserving an auditable trail from source document to exported row. For finance and accounting teams extracting transaction and expense data from mixed documents, convert licensed source documents, extraction hints and accounting rules into reviewer-approved structured rows linked to source evidence. The benefit is a testable hypothesis, measured through accepted rows per reviewer hour and corrections after export; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect licensed source documents, extraction hints and accounting rules, then follow this sequence: 1. Ingest PDFs, images, screenshots and scanned documents. 2. Run AI-powered OCR to convert text and tables into digital formats. 3. Recognize handwritten and sketched tables. 4. Extract receipt and invoice data automatically. 5. Extract transaction rows from bank statement PDFs. 6. Apply custom extraction hints for pages, tables and calculations. 7. Separate transaction and posting dates and preserve multi-line descriptions. 8. Sanitize currency formatting. 9. Track and categorize expenses in real time. 10. Generate customizable cash-flow and expense reports. 11. Export to Excel, CSV, JSON or clipboard. Resolve uncertain cases with qualified reviewers, approve reviewer-approved structured rows linked to source evidence, and measure accepted rows per reviewer hour and corrections after export against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the three stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One fixed document set and licensed accounting rules; final reconciliation and posting checks remain accounting. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Preserve source attribution, transaction accuracy and usage permissions. Accountants approve substantive changes and posting scope. One fixed document set and licensed accounting rules; final reconciliation and posting checks remain accounting. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One fixed document set and licensed accounting rules; final reconciliation and posting checks remain accounting. Implement one approved input format, a bounded representative case set and the first two task modules: ingest PDFs, images, screenshots and scanned documents; run AI-powered OCR to convert text and tables into digital formats. Support the third module with operator review: recognize handwritten and sketched tables. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Accounting software and bank accounts for streamlined workflows. Cloud document storage, spreadsheet import/export and accounting destinations. Start with file exchange and validate destination specifications before promising direct posting. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Document intake and extraction hints, Editable extraction preview, Export and stewardship log. Use a thumbnail gallery for documents, a large central table canvas, and a right-hand panel for source evidence, extraction hints and comments. Let users compare extracted rows against source images side by side. Display draft, changes requested and approved states. Provide a browser preview with quick-copy cells and a privacy mode toggle per import. Make the task-specific outcome reviewer-approved structured rows linked to source evidence visible beside its evidence, review state and value baseline.
