Extract signed documents from DocuSign using Koncile OCR

Extract any data from PDFs in AWS S3

Extract tables, lines, and other complex data from your PDF or image documents and get XLSX, JSON or XLS

Capture invoice data in Pennylane using OCR

Automate the extraction of key data from your supplier invoices from Pennylane with Koncile. Connect to the Pennylane API via the Retrieve a supplier invoice endpoint https://app.pennylane.com/api/external/v2/supplier_invoices/{id} Automatically download PDF or XLSX files associated with invoices. Send them to Koncile OCR using your private API key and a predefined document template. Retrieve structured data (amounts, dates, suppliers, purchase orders, etc.) ready to be used in your accounting o

Extract key data from images and PDFs and receive structured Excel output.

Extract key information from Image and PDF and get Excel structured data

Extract precise invoice data with OCR in Sage Accounting

Connect Sage to Koncile to automate the extraction of key data from your supplier invoices and purchase documents. Retrieve invoice PDFs or attachments from Sage using its native API. Send files to Koncile OCR with your private API key and a predefined document template. Extract structured fields like invoice number, date, PO number, supplier name, and total amount. Get clean, structured data — ready for export (CSV, Excel, API) or direct integration into your finance workflows.

Extract completed documents from PandaDoc using Koncile OCR

Extract completed documents from PandaDoc using Koncile OCR

Extract data from documents in bexio

Extract data from documents in bexio

Create a new outgoing invoice to FreeFinance from a new order in Etsy

This template regularly checks for new orders in Etsy and uses the retrieved information to create new outgoing invoices in FreeFinance. The template is scheduled to run every 60 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module. This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: support@freefinance.at.

Send emails via SendGrid for new Airtable records

Streamline your communication process by automatically sending emails through SendGrid whenever a new record is added in Airtable. This template ensures that you never miss an opportunity to connect with your contacts, enhancing your outreach efforts and improving your workflow efficiency. Simply set up your Airtable with the necessary fields, and let Make handle the rest!