Azure forms recognizer to excel

Question

Hi,

I would like to have an AI model that reads various company's financial statements, and export the table data (financial) into excel. Internal staff to my company should have access to the utility of choosing a PDF, and have an excel spreadsheet with the data in it returned.

We use MSFT products (teams, O365, Azure) internally, so I am thinking a workflow with powerapps integrating into Azure form recognizer would work, but I would appreciate knowing at a high level if I am on the right track.

I cannot find a sample of the use case of choosing a pdf (from your desktop, or ondrive for business), and getting back an excel sheet anywhere.

Thanks,

Ivan

Answer 1

@Ivan There is a simple tutorial which should take less than hour to complete and check if the capability of power apps and form recognizer could work for you. Here is the link from Microsoft Learn.

In general though you could train a form recognizer model from the labeling tool use the predict API and download the JSON results. The tool provides an option to download the results as csv too but I think this would still need some pre-processing if you are expecting the sheet to look exactly as the table in the form. This is because the csv file will contain many other details like bounding values, keys, etc.