Tables let you extract repeating rows of data from your documents—for example, line items on an invoice, transactions on a bank statement, or expenses on an expense report. Each row has the same columns (e.g. Description, Quantity, Unit Price, Total).

Use a table when your documents have:

• Multiple rows with the same kind of information (e.g. many line items, many transactions).
• Columns that repeat for each row (e.g. Description, Quantity, Unit Price, Total for each item).

Use plain fields when you have single values per document (e.g. one Invoice Number, one Total Amount).

1. Go to Settings → Fields & Tables (or Fields & Tables in the parser sidebar).
2. Click Add new field or table.
3. Enter a name for the table (e.g. “Line Items”, “Transactions”, “Expenses”).
4. Set the type to Table.
5. Click Add table column to add columns. For each column:
   • Enter a name (e.g. “Description”, “Quantity”, “Unit Price”, “Total”).
   • Choose a type (Plain text, Number, Date, etc.).
   • Optionally add an AI Description or turn Enable AI extraction on/off.
6. Add as many columns as you need. You can reorder them by dragging.
7. Click Save Fields when done.

A typical Line Items table might have:

You can add or remove columns to match your documents (e.g. SKU, Tax, Discount).

A Transactions table might have:

Adjust columns to match your bank statement layout.

You can reorder table columns by dragging them. The order in Fields & Tables is the order used during extraction and in the data table. Put the most important columns first if that helps your workflow.

• Edit: Click the column, change the name, type, or other options, then click Save Fields.
• Delete: Use the delete (trash) button on that column, then Save Fields. The column is removed from the schema. Existing extracted data for that column is not deleted, but it may no longer appear in the default view or exports.

• Match your documents: Use column names and types that match what appears in your documents (e.g. “Unit Price” not “Price 1”).
• Keep it simple at first: Start with a few key columns, then add more if needed.
• Use clear structure: Documents with clear headers and consistent layout extract better. See Table Extraction Tips.

• Table Extraction Tips – Get better results from table extraction.
• Add/Edit Fields – Add or edit fields and tables.
• Field Types Explained – Choose the right type for each column.