How Easy It Is to Convert Unstructured Data to Clean Data Tables in Seconds

TL;DR

1. Docsumo’s Data Tables automatically extract structured tabular data from PDFs and images.
2. You can filter, search, sort, and customize columns without leaving the platform.
3. Review and edit data directly inside Docsumo using side-by-side document views.
4. Apply powerful filters across hundreds or thousands of documents simultaneously.
5. Export clean, customized data instantly in CSV format, ready for analysis or sharing.

Converting messy PDFs or scanned documents into structured data used to be a painful process. Manual entry, copying from PDFs, or endless Excel formatting, it’s a nightmare for operations teams, finance analysts, and underwriters. But not anymore.

With Docsumo’s Data Tables feature, you can extract and organize data in a matter of seconds, even from complex tables like those in bank statements or invoices. This guide walks you through how it works and how to get the most out of it. It also answers common questions about setup, customization, and how to use these tables across large volumes of documents.

1. What are Data Tables in Docsumo?

A: Data Tables is a feature in Docsumo that extracts structured table data from documents, such as bank statements, invoices, or forms. You get a clean, tabular view of data without needing Excel or coding.

2. How do I access Data Tables in my Docsumo account?

A: You can access Data Tables either by clicking the Data Tables icon on the left panel or by going to any document type and selecting the "Data Tables" option.

Want to see how it's done? [Watch this quick demo video] to get a step-by-step walkthrough.

3. Can I view data from multiple documents at once?

A: Yes! The tabular view consolidates data from all uploaded documents of a specific type, making it easy to analyze trends or patterns without needing to switch screens.

4. Is it possible to filter or search within the data tables?

A: Absolutely. You can use search or custom filters like account name, transaction amount, or even a keyword like “Wells Fargo” to instantly narrow down results.

5. Can I customize columns and rename headers?

A: Yes. Rearrange column order, rename columns (e.g., "Bank Name" to "Entity Name"), or even hide unnecessary fields. These preferences are saved automatically.

6. What if I need to correct or add missing data?

A: You can review and edit data directly within Docsumo. View the source document side by side and make changes, such as adding a missing bank name, without leaving the screen.

7. How does this help in real-world workflows like banking or insurance?

A: Say your team needs to find all bank statements with debits over $2,000. Simply apply a filter and instantly receive a list of matching documents, eliminating the need for Excel wrangling.

8. Can I filter by upload or modification date?

A: Yes, you can apply a date filter to view documents added or edited on specific days, perfect for time-sensitive reviews or audits.

9. Can I export this data into a report or spreadsheet?

A: All your filtered and formatted data can be exported instantly as a CSV file, ready to share with stakeholders or plug into analytics tools.

10. How do I get started with Docsumo’s Data Tables?

A: Getting started is simple. You can sign up for a trial or explore a guided, hands-on workflow within the platform. Docsumo walks you through the setup so you can begin extracting and organizing data tables in just a few clicks — no technical expertise required.

Final Thought

Extracting clean, structured data from documents doesn’t have to be tedious. With Docsumo’s Data Tables, you can skip the manual work and focus on insights. Whether you're processing 10 or 10,000 documents, the platform scales with you, enabling real-time analysis directly within your browser.

Tired of messy data? Book a demo with Docsumo and convert unstructured PDFs into clean tables in seconds. No code. No fuss. Just results.