Parsing questions
The vocabulary these guides use, and what separates the methods they compare.
What is document parsing?
Document parsing is the process of reading a document — a PDF, a scan or a photo — and pulling its information out as structured fields rather than free text. A parsed bank statement becomes dated rows with amounts and balances; a parsed invoice becomes a supplier, a total, a tax figure and line items. The output is something a spreadsheet can hold.
What is the difference between OCR and document parsing?
OCR converts pixels into characters — it tells you a scan contains the text "Total 249.00". Parsing is the step after: deciding that 249.00 is the invoice total and belongs in a total column. OCR alone gives you a wall of text; parsing gives you fields. Documents that are already digital PDFs skip OCR entirely and go straight to parsing.
Can I convert a PDF to Excel without losing the table?
Copy-paste usually loses the table because PDFs store position, not structure, so everything lands in one column. Excel Power Query keeps the structure when the PDF is text-based and laid out consistently. Automatic parsing handles scans as well as digital PDFs and returns named columns. Our bank statement guide walks all three methods.
Do these guides only apply to ParseForMe?
No. Each guide covers the manual and built-in options first — copy-paste, Excel Power Query, spreadsheet formulas — and says where each one stops working. ParseForMe appears as one method among them, with the same trade-offs stated. The methods are useful whether or not you ever create an account.