Templates
Extract account codes, names, and debit/credit balances from trial balance reports.
Turn trial balance exports into structured account-level debit and credit rows for close and audit workflows.
A sample of the structured output for this document type.
Fields in your schema
Define account codes, names, and debit/credit balances once. Parsedit reads PDFs, scans, and electronic formats against that schema, then surfaces each value for review before it reaches Sheets or your webhook.
Accounting and audit teams use Parsedit to stop re-keying Trial Balance data across layouts. Low-confidence fields land in your queue; you edit, approve, and send.
Approved rows become trial balance records ready for month-end close you can audit and analyze without reopening the source file. Send them to Google Sheets for tracking, or POST structured JSON to QuickBooks, Xero, and any endpoint that accepts webhooks.
The same field names apply on every upload, so Trial Balance values stay in comparable columns as volume grows. Teams get one reliable dataset instead of reconciling mismatched exports from each document format.
Purpose-built capabilities for this document type.
Define the fields you need once; Parsedit applies your schema on every upload.
Upload PDFs, images, and scans. OCR handles paper and digital sources.
Add or remove fields to match your accounting or compliance workflow.
Low-confidence extractions are highlighted so you can correct them before delivery.
Your field template guides extraction so output matches your spreadsheet or ERP columns.
Your documents stay in your account. Review is on by default, and auto-send only runs where you enable it.
No training on your data
Review on by default
Secure storage of extracted data
You stay in control
Integrations
Connect Google Sheets, webhooks, Slack, Airtable, or Xero and deliver approved rows automatically.
Start from a related template and customize fields for your workflow.
Check out our documentation
PDF, DOCX, and scanned images via OCR. Upload from your browser or forward by email.
Yes. Edit the field template to add, remove, or rename fields before processing documents.
Deliver structured JSON via webhook to QuickBooks, Xero, or any system that accepts HTTP POST.
Review is optional but recommended. Confidence scores help you focus on fields that need attention.
Templates
Create your first parser in minutes. No code, no setup calls.
Send structured rows to Google Sheets, QuickBooks, Xero, or any webhook.
Every field gets a confidence score. Edit low-confidence values before export.
Turn bank and credit card statements into structured balances and transactions for reconciliation.