Parsli documentation

Send data out

Video: what to do with your extracted data

Transcript of the in-app walkthrough video on exporting results, connecting outbound integrations, and running multiple parsers.


A two-and-a-half-minute walkthrough of what happens after extraction — reading results, exporting them, and pushing data into your accounting system or automation tool.

What to do with your extracted data

Prefer to read? The full transcript is below, with timestamps. For the integration-specific steps, see accounting systems and automation tools.

[00:00] After you set up your first parser and upload your first document, Parsli's AI reads the document and extracts the required fields. Here the first document succeeded — opening it shows the results of that extraction, with all the tables and results.

[00:24] You can export the data for that specific document — JSON, CSV, or Excel.

[00:39] This is the main dashboard for this document parser. Within it you can manage the parser's fields: edit the instructions, add new fields, or delete fields.

[01:00] You can also set up outbound integrations — for example, if you're working with invoices and want to post them into a bookkeeping system, you can add an integration to Zoho Books or QuickBooks, or post the data into Google Sheets.

[01:30] You can also set up an integration to an automation platform like Zapier, Make, or Power Automate.

[01:40] If you want to export the data for all the documents you've processed through this parser, you can download it as a Google Sheet or a CSV — it contains the extracted fields for every document uploaded to that parser.

[02:03] Say you're an accounting firm working with multiple clients and want to keep each client's documents isolated, or want different integrations set up for each client — or you're one company that wants one parser for invoices and another for bank statements. This is where you create multiple parsers, going through the same steps as before.

Something here wrong or missing? Tell us — we treat it as a bug.