Build a script to convert invoices to Excel

Here’s a Python script that converts PDF invoices into structured Excel sheets. This script assumes that invoices are in PDF format and contain tabular data (like item descriptions, prices, totals). It uses libraries like pdfplumber to extract data from PDFs and openpyxl to write to Excel.

Make sure to install the required libraries:

bash
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pip install pdfplumber openpyxl

Python Script to Convert Invoices to Excel

python
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import pdfplumber
import os
from openpyxl import Workbook

def extract_invoice_data(pdf_path):
    extracted_data = []
    with pdfplumber.open(pdf_path) as pdf:
        for page in pdf.pages:
            tables = page.extract_tables()
            for table in tables:
                for row in table:
                    # Clean the data
                    cleaned_row = [cell.strip() if cell else "" for cell in row]
                    extracted_data.append(cleaned_row)
    return extracted_data

def save_to_excel(data, output_path):
    wb = Workbook()
    ws = wb.active
    for row in data:
        ws.append(row)
    wb.save(output_path)

def convert_invoices_to_excel(pdf_folder, output_folder):
    for filename in os.listdir(pdf_folder):
        if filename.lower().endswith(".pdf"):
            pdf_path = os.path.join(pdf_folder, filename)
            print(f"Processing: {pdf_path}")
            invoice_data = extract_invoice_data(pdf_path)

            if invoice_data:
                excel_filename = os.path.splitext(filename)[0] + ".xlsx"
                output_path = os.path.join(output_folder, excel_filename)
                save_to_excel(invoice_data, output_path)
                print(f"Saved to: {output_path}")
            else:
                print(f"No table data found in {filename}")

# Set your input/output directories
pdf_folder = "path/to/your/pdf_invoices"
output_folder = "path/to/save/excel_files"

# Run the conversion
convert_invoices_to_excel(pdf_folder, output_folder)

Notes:

• If the invoice layout varies a lot between files, you might need to fine-tune the extract_invoice_data function.

• For scanned PDFs (images), OCR using pytesseract and pdf2image would be needed.

• This works best with digital PDFs that contain selectable text.

Would you like a version for scanned invoices using OCR as well?