web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Welcome to the Power Platform Communities
You're Invited to Keeping It Real with the Power Platform
News and Announcements icon
Community site session details

Community site session details

Session Id :
Power Platform Community / Forums / Power Automate / invoice automation
Power Automate
Suggested Answer

invoice automation

(0) ShareShare
ReportReport
Posted on by CU31121306-0
dear sir,
 
i have a free version of power automate in my core i3 pc with windows 10 and i wants to get desired data of invoices into excel which i am receiving in pdf from one of my client is it possible to get the data in excel so that i may able to import this into my accounting software, is there any one who can guide me to perform the invoice automation? i am attaching the sample invoice and the excel format to get the data into excel
 
regards
 
uma shankar 
SINCJA6B26000317.pdf
service invoice.xlsx

Your file is currently under scan for potential threats. Please wait while we review it for any viruses or malicious content.

Categories:
Power Automate Desktop
I have the same question (0)
  • David_MA Profile Picture
    David_MA 14,312 Super User 2026 Season 1 on at
    Since you've said you installed Power Automate on your computer, are you asking about Power Automate Desktop? If so, someone else will need to answer the question as I don't use Power Automate Desktop. If you are asking about Power Automate Cloud flows, you will need a Power Automate premium license as you're mostly likely going to need one of the AI Builder actions to extract data from the pdf files.
     
    Microsoft already has instructions for processing invoices at Use the invoice processing prebuilt model in Power Automate - AI Builder | Microsoft Learn.
     
    If you are asking about Power Automate Desktop, this has the minimum requirements for using it on a PC: Prerequisites and limitations - Power Automate | Microsoft Learn. If your PC meets these requirements, it should run. Obviously, exceeding these requirements will increase performance and I would recommend upgrading to Windows 11.
  • Suggested answer
    eetuRobo Profile Picture
    eetuRobo 4,519 Super User 2026 Season 1 on at
    You could use AI Builder as @David_MA suggested or Azure document Intelligence. Or some LLM. Usually those are not free though for pdf extractions.

    If you have to keep it free then Power Automate Desktop has some built in PDF extraction actions so you could try those


    Some invoices are structured so that "Extract tables from PDF" works well. So I would try that first. Then if that doesn't work then try "Extract text from PDF". Then just add actions to get the needed data into the Excel.

    Your files did not load so I was not able to test them myself on the PADs PDF actions.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Welcome to the Power Platform Communities
You're Invited to Keeping It Real with the Power Platform

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Users!

Kudos to our 2025 Community Spotlight Honorees

Congratulations to our 2025 community superstars!

Congratulations to the March Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Power Automate

#1
Haque Profile Picture

Haque 541

#2
Valantis Profile Picture

Valantis 479

#3
Vish WR Profile Picture

Vish WR 470

Last 30 days Overall leaderboard

Featured topics

Known issue with browser automation in Power Automate for Desktop on Google Chrome 146 and 147
Share your ideas and struggles with building Power Automate flows!
Survey: Power Automate mobile app
How to Ask for Help with Your Power Automate Workflow
Flows are not visible for users who sign in with their personal accounts
Start and wait for an approval action
Restore a deleted flow
List of actions cheat sheet for Power Automate Desktop
Question for everyone : How are you using Create Text GPT in AI Builder?
Welcome to the Power Automate forum!

Product updates

Microsoft Power Platform Community release plans