ChatGPT - Extract Invoice Data and Generate a Pivot Table Tutorial

Unlock the power of efficiency with "extract invoice data and generate a pivot table"! Discover how to automate your invoice tracking, from extracting data from PDFs to crafting structured Excel tables and interactive pivot tables. Watch now and transform your accounting process into a breeze!

03:26
377 views

Available in AI - Artificial Intelligence

00:00:06

I am responsible for processing and tracking invoices

00:00:08

related to equipment purchases for my company.

00:00:11

To simplify this task,

00:00:13

I want to create a structured Excel table that will allow me to organize,

00:00:17

analyze,

00:00:18

and efficiently track these invoices.

00:00:20

Can Chat GPT help me save time with this task?

00:00:24

Let's find out.

00:00:25

In a new conversation with Chat GPT I express my need by asking which essential

00:00:30

fields should be included in my Excel table to ensure clear and usable tracking.

00:00:36

Chat GPT suggests an optimized structure with all

00:00:39

the necessary information to track my invoices effectively.

00:00:43

This result seems relevant and provides me with a ready

00:00:46

to use framework without having to think about technical details.

00:00:50

I will now provide Chat GPT with a set of invoices

00:00:53

in PDF format from different suppliers so it can analyze,

00:00:57

identify,

00:00:58

and extract the necessary information to complete my table.

00:01:02

I attach 4 PDF files at once.

00:01:07

And let chat GPT work for me.

00:01:11

Chat GPT responds by identifying key information in each invoice and organizing

00:01:15

it into a clear structure that matches the previously defined table.

00:01:20

All data is well extracted and categorized,

00:01:22

allowing me to have a clean,

00:01:24

directly usable base in Excel.

00:01:27

Once the analysis is complete,

00:01:29

Chat GPT offers to automatically generate an Excel file containing this data.

00:01:36

Within seconds,

00:01:37

I retrieve a structured and optimized file ready for invoice tracking.

00:01:42

I download the file and open it directly in Excel.

00:01:47

Everything is well organized,

00:01:49

enabling me to integrate this data into my workbook.

00:01:54

And refine its formatting.

00:01:59

Now that my table is operational,

00:02:01

I take it a step further by asking Chat GPT

00:02:04

to analyze my expenses by supplier and by year.

00:02:08

Chat GPT immediately generates a statistical table that allows me to

00:02:12

visualize my expenses and identify the most frequently used suppliers.

00:02:18

To go even further,

00:02:19

I ask it to integrate this new data into my Excel file and add a pivot table.

00:02:25

Chat GPT updates my file by adding

00:02:28

a pivot table that provides a synthetic and interactive view of my expenses.

00:02:32

And in just a few clicks,

00:02:34

I now have an automated and efficient tracking tool.

00:02:37

In just a few interactions,

00:02:39

Chat GPT has helped me automate a significant portion of my invoice tracking,

00:02:43

saving me valuable time.

00:02:45

Although it is not directly integrated into Excel,

00:02:48

it proves to be an excellent assistant for

00:02:50

efficiently organizing and analyzing my accounting data.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

402 Views

IA Academy: Assistants, Become Organization Strategists with ChatGPT

With ChatGPT, assistants become organizational experts: analyze, structure, and automate supply management, emails, invoices, and service me...

ALL COURSES