Features

01

Import

Bring source documents into the Smart Cut viewer beside your workbook.

Import

Load PDFs, images, and Word files next to the active Excel workbook.

Remove

Remove loaded documents or pages that are no longer needed.

PDF, image, and Word files loaded beside an Excel workbook in Smart Cut
02

Cuts

Capture values, mark evidence, and manage document annotations.

Text Cut

Copy selected text from a source document into the active cell.

Table Cut

Detect a selected table and place structured rows into Excel.

Sum Cut

Capture numeric regions and totals for quick corroboration.

Error Cut

Flag exceptions directly on the source page and link them to Excel.

Tick Cut

Mark confirmed evidence with a review tick tied to the workbook.

Add note

Attach reviewer notes to a document region for context.

Redact Cut

Cover sensitive source areas before review or export.

Invoice data extraction from source documents into structured Excel fields
03

Workflow

Automate extractions through pages and documents.

Doc Sync

Match worksheet values back to loaded source documents.

Find Sums

Find number combinations in a document that tie to a target total.

Multi-Doc Extract

Apply the same extraction layout across multiple source files.

Multi-document extraction workflow across pages and source files
04

Templates

Reuse proven workpapers.

Save Template

Save selected cuts and worksheet inputs as a reusable template.

Load Template

Reapply saved cuts to the next workbook and document set.

Export

Export selected pages with the cuts, notes, and redactions shown.

A saved cut template applied to multiple documents and exported as a review pack

Get started

See Smart Cut on your own data.

We will set you up in under 10 minutes with sample docs or your current binder.