@Laura Bauml You may try this Prompt: Role: You are a data extraction engineer who specializes in converting documents into clean, structured spreadsheets. Task: I've uploaded a PDF. Convert it into a clean, ready-to-use Excel (.xlsx) file. Method: - Extract the table data programmatically with code. Use OCR only if the PDF is scanned (no selectable text layer). - Pull every value directly from the source — never retype, infer, or fabricate data. - Build a real .xlsx file: header row, frozen top row, auto-fit columns, numbers stored as numbers, dates in ISO format (YYYY-MM-DD). Output: - The downloadable .xlsx file. - The total row count extracted. - A list of any cells that were blank or unreadable in the source. Rules: - Never guess or fill in missing values — leave them blank and flag them. - Preserve every row from the source. - Accuracy over completeness.

Glad it worked!

@Bethany Harger We are going to do this for a Bookkeeping/ CPA firm like a Virtual AI training to them to add value / enhance productivity for their clients. Interested pls message me we could share the details.

We've built few AI solutions for our CPA / Accounting firm clients that add Value to their Practice. . 1.AI advisory engine that turns entry-level accountants into strategic advisors . our CPA clients are now delivering sophisticated business insights that their clients never expected from their "bookkeeper." Our AI Advisory Engine transforms raw financial data into plain-English business intelligence—from monthly health reports to comprehensive insights that CPA firms can confidently present to clients. Seamlessly integrates with QuickBooks and other major accounting platforms. 2. Our Solution connects to QuickBooks and Xero and delivers a single ranked morning briefing — who needs urgent action, who to watch, and who is fine. The AI reads the ' live data overnight, scores their financial health, and writes plain-English summaries you can forward directly. No more running reports, and piecing together what needs attention — knowing exactly where to focus. For business owners, surfaces overdue invoices, cash gaps, upcoming bills, and payroll risk automatically before your day starts. Stop finding out about financial problems after they've already become expensive 3. AI- Auto Reconcile Firms 360 / CRM / Practice management docs against QBO , send automatic remainders to clients for any missing documents

@Anjana Jogi We have received a similar request from our client as a part some automation for them, We've designed a solution that automatically downloads BAS reports from Xero for all your clients on a scheduled date (1st or any day you choose each month). No manual logins, no clicking through each client — it just runs. Xero doesn't offer this natively — Our custom integration will be built on the Xero API, and we've already prototyped it. Interested we could share the Mock working and then a POC solution .