Automate document processing into Microsoft Excel

Automate exporting data from your documents into Microsoft Excel by integrating the Affinda Platform with your Microsoft Excel account. Achieve straight-through processing by eliminating manual data entry for good.

Get data from your documents into Microsoft Excel

Invoices

Automatically extract supplier details, invoice numbers, dates, line items and totals into Excel for instant reporting or seamless import into your ERP system.

Expense reports

Capture employee names, dates, amounts and expense categories from receipts and forms, then export everything to Excel for streamlined finance review and approval.

Timesheets

Pull employee details, hours worked, project codes and dates from timesheets, then export to Excel for accurate payroll processing and real-time project tracking.

Financial statements

Extract account names, reporting periods and financial values from balance sheets and statements, then populate Excel templates for faster analysis and more accurate reporting cycles.

How to automate document processing into Microsoft Excel

Affinda processes your documents in the background and sends data straight into Microsoft Excel.

Automatically send your documents to Affinda

Upload, email or integrate your documents as soon as you receive them

AI agents extract and validate key data fields

Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.

See your data appear in Microsoft Excel

Affinda sends your data straight into Microsoft Excel, automatically populating all the extracted data fields.

Extract any information from any document, fast

Extract any data
Build fast
Example of automated data extraction from a document in Affinda

Create models in seconds

Send any document to Affinda and see it automatically identify the data you need, helping you automate document processing into Excel with just a few simple steps.

Example of how to configure data transformations in the Affinda Platform

Cleanse and transform data

Affinda automatically transforms extracted document data into Excel-ready formats, so it's ready to use the moment it arrives. Need custom columns or calculations? Describe what you want in plain language and Affinda handles it.

Example of how to configure data transformations in the Affinda Platform

Apply business logic

Use natural language to define validation rules and apply your business logic to the data. This ensures every field meets your standards before import, enabling reliable document processing into Microsoft Excel.

Automate extracting and importing any of your document data into Microsoft Excel

Example of business logic verifying accuracy of extraction in the Affinda Platform
Example of billing credits in the platform
Platform preview of instant AI learning from examples
Examples of seamless integrations supported in Affinda with no-code or API set up
Preview of flexible configuration of document fields on a payslip
List of security layers continuously monitored by Affinda

Automate data integration with 99%+ accuracy

Extract data from any document, in any format or layout, with more than 99% accuracy. Unstructured data? Complex tables? Multiple languages? No problem. Our AI data integration eliminates errors and costly rework.

See ROI in weeks, not months

Start processing documents into Excel in minutes with simple setup and flexible pricing. Our AI agents learn from a handful of examples, delivering measurable ROI within weeks.

AI that instantly learns and adapts

Affinda’s intelligent document processing platform is the only one with instant learning. It improves with every interaction, adapting to your data in real time to make faster, smarter, human-like decisions.

Easy integration, zero disruption

Affinda works with your existing Excel workflows and tech stack. No ripping out systems, no change-management headaches. Integrate it easily – with code or without.

Configure, customize and maintain control

Build your own intelligent Excel integration with the Affinda Platform, or work with our team for setup and ongoing support. Either way, you maintain full control, update workflows anytime without waiting on us and scale as your needs grow.

Enterprise-grade security

Your invoices, financial statements and expense reports contain sensitive business data. Affinda is ISO 27001:2022 certified, and SOC 2 and GDPR compliant, delivering the rigorous security and compliance standards that organizations worldwide depend on.

No need to talk to sales. Get started now

Sign up for free

Sign up and configure your custom extraction model.

Set up your integration

Affinda’s Integration Agent works like your own developer - describe how you want data exported, and it builds the integration for you.

Start processing

Send your files to Affinda and watch as the data automatically populates into your downstream system.
Try for free

Automating their processes with AI

All customer stories
Brisbane city bridge on river

Affinda has removed the laborious workload from our accounts staff, who now focus on quality assurance and management of any outliers.

- Nathaniel Barrs, CTO, PSC Insurance

95%

reduction in manual work

10×

more invoices processed with no added staff

 

Enhanced auditability and tracking of invoice approvals

Read full story
Busy port with plane flying overhead

Customer satisfaction is always our top priority, and Affinda has helped us achieve that by eliminating phone calls, manual handling, and delays.

- Jorg Both, Head of Business Systems, Northline

120,000

proof of delivery documents processed annually

82%

of documents straight-through processed in the first weeks

 

Automatic validation of documents against ERP system

Read full story
Two recruitment specialists reviewing a list of candidates

Affinda's ongoing improvements in its AI models demonstrate its innovative approach in Document AI.

– Michael Zhao, AI Product Manager, SEEK

  • High accuracy parsing across multiple languages
  • Improved customer experience thanks to better structured data
  • Stronger compliance with international data security and software standards
Read full story
An artist painting on a community wall

Affinda’s support and expertise were invaluable… The experience working with Affinda was excellent.

- Nick Tran, Business Analyst, StateCover Mutual

300,000

documents processed annually

80

different document types

60%

Enhanced auditability and tracking of invoice approvals

Read full story
Logistics manager reviewing paperwork onsite

The results have spoken for themselves. I recommend Affinda to anyone looking to enhance their product or business with AI capability.

- Steve O’Keeffe, CTO, Felix

76%

reduction in manual data input

30%

reduction in compliance data errors

85,000

compliance documents processed annually

Read full story

Combine the best of artificial and human intelligence

99%+

accuracy in information extraction

10+

years of IP combined with the latest AI innovations

500M+

documents processed

50+

languages, supporting customers globally

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Frequently asked questions

Does Affinda integrate with Microsoft Excel?
How does the Affinda–Microsoft Excel integration work?
What types of documents can Affinda process and send to Microsoft Excel?
Do I need to manually upload files to Microsoft Excel?
Can I define my own validation and business rules?
Can Affinda handle bulk invoice uploads for Microsoft Excel?
How fast can I get started with the Microsoft Excel integration?
Is my financial data secure when using Affinda with Microsoft Excel?
What are the main benefits of integrating Affinda with Microsoft Excel?
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Discover the platform

Extract any information from any document and integrate it easily with your existing systems. Find out how.

See pricing, plain and simple

No up-front costs. No lock-in contracts. Just pay for what you use.