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PDFs and Images

Financial professionals waste hours manually transcribing data from PDFs into Excel. Whether it’s a 200-page Confidential Information Memorandum (CIM), quarterly earnings reports, or market research documents, the process is tedious and error-prone. Crunched eliminates this bottleneck by intelligently extracting data from your documents directly into your spreadsheet.

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Supported Documents

  • Financial statements: P&L, Balance Sheet, Cash Flow
  • Transaction documents: CIMs, deal books, pitch materials
  • Research reports: Market research, industry reports, analyst reports
  • Data tables and charts: Screenshots, tables from presentations
  • Forms and contracts: Applications, questionnaires, key terms

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How It Works

  1. Click the upload button in the Crunched panel
  2. Select your PDF or image files (PNG, JPG, PDF)
  3. Tell Crunched what data to extract and where to put it
  4. Review and verify the extracted data

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How PDF Processing Works

Crunched doesn’t just extract text—it understands financial document structure:
  • Tables and charts: Recognizes complex tables, multi-level headers, and data visualizations
  • Financial formatting: Preserves currency symbols, percentages, and number formatting
  • Document context: Understands relationships between sections, footnotes, and data points
  • Images and figures: Interprets charts and diagrams, converting visual information into structured data
  • Multi-page analysis: Tracks data across pages and sections for comprehensive extraction
Uploading and processing documents takes additional time because Crunched uses advanced language models to deeply parse document structure and content, rather than relying solely on standard OCR or text extraction. This approach minimizes data loss and parsing errors.

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File Limits and Best Practices

You can upload as many files as you want, with a maximum of 200 pages per document. However, we recommend keeping uploads under 50 pages for optimal results.
Uploading too many pages at once can lead to information loss and reduced quality. When possible, constrain your uploads to the most relevant pages.
Crop Feature: When uploading a single PDF, use the crop tool to select only the pages you need. You can also access the crop tool by clicking the crop icon on any uploaded file badge.

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Example Usage

"Extract the revenue and EBITDA from this PDF and put it in cells B5:C10"

"Put all the market size data from this report into the Market Data sheet"

"Transcribe this table from the screenshot into Excel format"

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Excel File Import

Upload Excel (.xlsx) files and instantly import their sheets into your current workbook. Each sheet from the uploaded file becomes a new tab in your workbook.
Excel file imports are instant - no processing time required.

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Common Use Cases

Consolidate machine-outputted data: Upload multiple Excel exports (payment reports, transaction logs, system outputs) and combine them into a single aggregated view. Perfect for consultants working with client data exports from different systems. Merge financial models: Combine sheets from different workbooks to build comprehensive models or compare scenarios. Import reference data: Bring in templates, lookup tables, or benchmark data from other files.

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Example Usage

"Import all sheets from this Excel file as new tabs"

"Combine the payment data from these three uploaded files into one summary sheet"

"Add the 'Financial Data' sheet from the uploaded file and merge it with my forecast"