An overview of how TextConverter automates data extraction from complex documents - fast to set up, easy to use, and built for real-world formats.
In this introduction, we show how TextConverter, SiMX’s flagship data extraction platform, eliminates manual data entry and automates the capture of structured data from virtually any document or source. Learn how organizations use visual templates, multi-level extraction, and built-in validation to process PDFs, spreadsheets, emails, and more - faster and with greater accuracy. You’ll see how TextConverter handles real-world documents with changing layouts, repeating sections, and complex hierarchies, while remaining easy to use for business users and powerful enough for developers. From rapid setup to batch processing and system integration, this video highlights the core capabilities that help teams streamline workflows and trust their data.
Create your first TextConverter project in minutes - from loading a file to exporting structured data.
This short tutorial shows how to create and run your first TextConverter project in under three minutes. Learn how to load input files using drag-and-drop or the menu, define extraction rules through the visual interface, preview results instantly, and export structured data to databases or files such as Excel, CSV, or text.You’ll see how easy it is to configure tabular and multi-line fields, assign field names, run the extraction process, and reuse saved projects for future files. This video provides a quick introduction to TextConverter’s workflow and sets the foundation for more advanced tutorials.
Learn when to use positional vs. tag-based fields and how to build single-line and multi-line templates for complex layouts.
This tutorial explains the differences between positional and tag-based fields, as well as single-line and multi-line templates, and shows when to use each approach. You’ll see how TextConverter automatically creates positional fields from sample tabular lines and how to fine-tune field properties for reliable extraction. The video demonstrates building both single-line and multi-line positional templates for repeating data blocks, troubleshooting missing records, and adjusting field data types and filters. It also shows how to combine positional and tag-based fields within the same template and how to extract flexible, multi-line values using tag-based logic and stop tags. By the end of this lesson, you’ll understand how to choose the right extraction strategy for different document layouts and prepare for more advanced TextConverter techniques covered in subsequent tutorials.
Learn how to handle complex records with mixed layouts and hierarchical data.
This tutorial explores how to extract complex, real-world records using offset fields, address blocks, and multi-level templates. You’ll learn how to capture single-line values, multi-line address blocks, and notes from documents that combine tabular and free-form data. The video demonstrates how to define offset fields relative to tabular fields, automatically parse address blocks into structured components, and troubleshoot extraction boundaries. It also shows how to extract higher-level information using top-level templates and propagate that data into detailed records below. By the end of this lesson, you’ll understand how to design robust extraction logic for hierarchical documents and handle complex layouts that go beyond simple tabular formats.
See how accounting and finance teams can automate document-driven workflows.
This presentation demonstrates how SiMX TextConverter automates the extraction of structured data from financial documents such as invoices, tax forms, bank statements, ledgers, and financial reports. Designed for accountants and financial professionals, the video shows how automation eliminates manual data entry, improves accuracy, and accelerates critical workflows like reconciliations, reporting, and tax preparation. You’ll learn how to set up extraction projects using positional and tag-based templates, handle multi-level financial data, parse addresses and dates, and export results directly to Excel, databases, ERP systems, or accounting platforms such as QuickBooks, Xero, and Sage. The video highlights how TextConverter scales to handle large volumes of documents while maintaining consistency, compliance, and reliability.
Migrate from Monarch to TextConverter with automated model conversion and verified accuracy - modernize without rework.
This presentation shows how organizations can replace Monarch with TextConverter, SiMX’s flagship data extraction platform, while preserving existing report logic and institutional knowledge. Designed for teams looking to modernize legacy extraction workflows, the video explains how Monarch MOD and XMOD models can be automatically converted into TextConverter projects with verified accuracy. You’ll see how TextConverter extends Monarch capabilities by handling complex, real-world documents—including multi-page reports, repeating sections, and variable layouts—while adding automation, scheduling, server execution, and broader integration options. The presentation also covers conversion guidelines, validation steps, and best practices to ensure a smooth, low-risk migration. By moving to TextConverter, organizations gain a more powerful, easier-to-use, and cost-effective platform that scales beyond desktop extraction and supports modern enterprise data workflows.
Automate COA retrieval, extraction, matching, and validation—improving quality, compliance, and efficiency at scale.
This presentation introduces SiMX COA Processing Automation, a fully automated solution designed for Supplier Quality Engineers in manufacturing industries such as semiconductor, chemical, pharmaceutical, and life sciences. Learn how SiMX transforms the way Certificates of Analysis are retrieved, extracted, matched, validated, and delivered across the enterprise. The video demonstrates how COAs are ingested from emails, supplier portals, and integrated systems, automatically recognized regardless of format, and converted into structured data. You’ll see how extracted values—such as supplier locations, materials, lot numbers, test results, and dates—are matched against specification databases and validated using customizable rules, with discrepancies flagged automatically. The presentation also covers deployment options (on-premises or cloud), real-time notifications, audit trails, dashboards, and reporting. By automating COA workflows, organizations reduce manual labor, improve data integrity, ensure regulatory compliance, and enable faster, data-driven decisions across quality, supply chain, and operations teams.
Automate payroll and employee data conversion from any source into clean, HCM-ready formats - no manual entry required.
This presentation introduces SiMX HCM Data Processing, a fully automated solution designed for payroll professionals, payroll service bureaus, HR teams, and benefits administrators. Learn how SiMX eliminates manual data entry by automatically extracting, mapping, and standardizing payroll and employee data from any provider, format, or layout. The video demonstrates how payroll reports, employee census files, and HCM data from systems such as ADP, Paychex, and custom Excel files are quickly converted into clean, standardized output ready for platforms like iSolved or any HCM, payroll, ERP, or benefits system. You’ll see how multiple input files can be processed, merged, and delivered in seconds through a simple drag-and-drop interface. By automating payroll data onboarding, organizations dramatically reduce errors, accelerate client implementations, and scale operations without increasing overhead - saving thousands of hours while delivering faster, more reliable results to clients.
Automate purchase order extraction, validation, and integration.
This presentation demonstrates how SiMX Purchase Order Processing automates the extraction and handling of purchase orders from any source and in any format. Learn how organizations eliminate manual PO entry by automatically capturing structured data from PDFs, Excel files, Word documents, scans, emails, and web portals. The video shows how purchase orders are ingested from emails, shared folders, cloud storage, and remote systems, then processed using configurable business and verification rules. Extracted data can be validated, enriched with master data, and seamlessly integrated into ERP systems, databases, or used as a centralized data repository. By automating PO workflows, organizations reduce processing time, minimize errors, and scale procurement operations without increasing manual effort - improving accuracy, visibility, and efficiency across purchasing and finance teams.
Unify healthcare finance and operations data from complex reports into actionable insights.
This presentation shows how SiMX Healthcare Data Processing transforms complex healthcare finance and operations reports into clean, structured, and reusable data. Designed for healthcare administrators, finance teams, operations leaders, and IT professionals, the video demonstrates how organizations can eliminate manual data handling and gain a unified view across departments. You’ll see how SiMX automates data extraction from disparate healthcare systems—including billing, accounts receivable, patient care, and operational reports—regardless of format or layout. Extracted data is standardized, validated, and delivered into databases, analytics platforms, dashboards, or interactive portals. By bringing healthcare finance and operations data together, organizations gain faster access to accurate information, improve reporting and analysis, and enable better decision-making across clinical, financial, and operational teams.