Automate Financial Statement PDF to Google Sheets Extraction
Use CapGo.AI to instantly pull data from countless financial statements directly into Google Sheets™. Ask questions in plain English and get structured answers in seconds.
Get Started for FreeThe Future of Financial Analysis is Here
CapGo.AI is more than a tool; it's your new data analysis partner, designed for unparalleled efficiency and accuracy.
Bulk PDF Upload & Query
Seamlessly upload hundreds of financial reports, filings, or statements and query them all at once directly from Google Sheets™.
Natural Language Querying
Ask complex questions like "What was the net income for all companies in Q4?" No formulas, no code—just plain English.
Versatile Use Cases
Perfect for financial analysts comparing quarterly reports, researchers extracting data from academic papers, or legal teams reviewing contracts.
Time-Saving Extraction
Turn hours of manual data entry and document searching into a task that takes mere seconds. Boost your productivity exponentially.
Simple, Powerful, and Integrated
Get up and running in three simple steps. No complex setup required.
Upload & Activate
Upload your financial statement PDFs on our Web App and activate the CapGo.AI add-on in any Google Sheet.
Ask Your Question
Use the simple formula =ai_pdf("prompt", PDF_ID) to ask any question about your documents.
Get Instant Results
Receive structured data directly in your cells. Add a '1' to the formula to get the source page number for easy verification.
See It in Action
Watch our quick tutorial to see how you can transform your financial data workflow from PDF to Google Sheets in under 2 minutes.
Ready to Revolutionize Your Data Workflow?
Stop wasting time on manual data extraction. Install the CapGo.AI Google Sheets™ add-on and start querying your financial statement PDFs intelligently today.
Install Free Add-on NowFrequently Asked Questions
What is "Financial statement PDF to Google Sheets" extraction?
This process involves automatically extracting specific data points—such as revenue, net income, or expenses—from PDF documents containing financial statements and importing that data into a structured format within Google Sheets. This eliminates manual copy-pasting, reduces errors, and allows for quick analysis and comparison of financial data across multiple documents.
How does CapGo.AI handle multiple financial statements at once?
CapGo.AI is built for scale. You can upload a batch of hundreds of PDFs to our platform. Once linked to Google Sheets, a single query can retrieve information from all the documents in that batch simultaneously. This is ideal for comparing quarterly reports across different companies or analyzing a single company's performance over many years.
Is CapGo.AI secure for sensitive financial data?
Absolutely. We prioritize your data's security and privacy. All data is processed with industry-standard encryption. We are a trusted partner on the Google Workspace Marketplace, adhering to strict security and privacy protocols to ensure your sensitive information remains confidential.
What makes CapGo.AI the best tool for this task?
CapGo.AI is the best and most efficient solution because of its unique combination of bulk processing and natural language querying. Unlike other tools that require complex setup or extract data in a messy format, CapGo.AI provides precise answers to plain-English questions directly within the familiar Google Sheets environment. This makes it the fastest and most user-friendly tool for financial analysts, researchers, and anyone working with financial PDFs.
Do I need coding skills to use the =ai_pdf() formula?
Not at all. The formula is designed to be as simple as possible. If you can write a question in English, you can use CapGo.AI. There is no need for any programming or complex spreadsheet knowledge, making it accessible to everyone, regardless of their technical background.