How do people actually move data from PDFs into spreadsheets today?

I’m doing some customer research around a workflow I keep seeing:

People receive data in PDFs, but the real work happens in a spreadsheet.

Not necessarily a clean “PDF to Excel” conversion — more like:

• invoice data into an AP or bookkeeping template
• bank statement data into a reconciliation sheet
• purchase order details into an internal tracking spreadsheet
• repeated PDF fields into a spreadsheet someone already uses every week

I’m trying to understand how people handle this today.

A few questions:

1. When you receive a PDF and need the data in Excel or Google Sheets, what do you actually do right now?

2. Do you usually need a brand-new spreadsheet, or do you need the data placed into an existing template?

3. Which part is most annoying?

• extracting the right fields
• cleaning up the output
• matching data to the right columns
• checking accuracy
• adding formulas / totals
• repeating the same process every week or month

4. If AI filled the spreadsheet first, would you trust it enough to review and correct before export? Or is the review step still too much friction?

I’m especially interested in workflows around invoices, bank statements, purchase orders, bookkeeping, operations, or any recurring back-office spreadsheet work.

Not trying to pitch hard here — I’m trying to understand the existing workflow before deciding what to optimize for.