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Tutorial·2026-06-15·8 mins

How to Extract Financial Report Data from PDF to Excel Automatically

Complete guide to extracting financial statement data from PDF Annual Reports to Excel/CSV automatically using AI OCR. Perfect for students working on panel data theses.

Collecting financial statement data for panel data research is often the most time-consuming stage of thesis work. Students must read dozens or even hundreds of PDF Annual Reports, find specific numbers, and copy them one by one into Excel.

NgepetData provides a solution. Using Google Gemini-based AI OCR technology, this platform can read complex table structures in PDF financial reports and automatically extract the variables you need.

Step 1: Prepare your PDF Annual Report. Step 2: Select your research variables. Step 3: Upload and extract. Step 4: Download CSV directly compatible with Excel, SPSS, EViews, or Stata.

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