Data Transformations are pre-built actions you can use to clean and format your extracted data. They're simpler than writing custom code and cover common needs like formatting dates, cleaning numbers, and standardizing text.

Data transformations are ready-to-use actions that clean, format, or modify your extracted data. Examples include:

• Format dates – Convert dates to a standard format (e.g. YYYY-MM-DD)
• Clean numbers – Remove currency symbols, commas, and convert text to numbers
• Trim text – Remove extra spaces from text fields
• Standardize values – Convert text to uppercase, lowercase, or title case

1. Go to Settings → Post Processing.
2. Click the Custom Code tab (transformations are available there or in a dedicated section if available).
3. Use the transformation options to select fields and apply transformations.

Note: Currently, most transformations are done via Custom Code or Lookup Tables. See Custom Code for examples of common transformations you can apply.

Convert dates from various formats to a standard format:

• "November 8, 2024" → "2024-11-08"
• "12/31/2024" → "2024-12-31"

Remove currency symbols and convert to numbers:

• "$1,234.56" → 1234.56
• "€500" → 500

• Convert to uppercase: "vendor name" → "VENDOR NAME"
• Convert to title case: "vendor name" → "Vendor Name"
• Trim spaces: " Vendor Name " → "Vendor Name"

• Start simple – Use basic transformations first, then add more complex ones
• Test on sample documents – Make sure transformations work as expected
• Use Custom Code for complex transformations that aren't available as built-in actions

• Custom Code – Write custom transformation code
• Lookup Tables – Match and enrich with reference data