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WorkBuddy Keeps Losing Formatting in PDF Tables: User Error or Tool Issue?

KevinZhao_FinKevinZhao_FinAug 82026/08/08 203 views

Here's the bottom line: when it comes to processing PDF tables, my hands-on testing shows that WorkBuddy's format recognition isn't very stable. Last Wednesday, I tried merging all my expense reports from the last three months into a single sheet. There were about a dozen scanned PDFs, all sharing the same layout—invoice details plus a remarks column. After merging, the numeric columns got squashed together, the remarks column vanished completely, and a quick check revealed that roughly 30% of the data was incorrect.

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Old Luo
Old LuoAug 8

Scan recognition issues like this are super common in production line scheduling. Turning 12800 into 12080—have you calculated the integration cost? Manual calibration takes longer than automation. Better to use a professional OCR tool as an external layer first, then feed it to WorkBuddy for merging; that can significantly reduce failure rates.

Ling Xi
Ling XiAug 8

Holy crap, 12800 turning into 12080 is a killer error. If the invoice doesn't match the books, it's incredibly annoying. I've only been using WorkBuddy for a week, but I learned this approach of converting PDF to Excel and then merging. Have you tried running scanned documents through an OCR tool first? It feels like this mess is more of an issue with the recognition stage rather than the merge logic.