Template gallery
Free data & report tools
Every tool here is one Tablize template you can run free in your browser. Pick a job and see a real result. If an agent repeats it, move the transformation into a governed Tablize pipeline.
PDF → Table
PDF extraction
Pull tables out of PDFs — invoices, statements, reports — into clean Excel/CSV.
Invoice Data Extraction
Extract line items, vendors, dates and totals from PDF invoices into a table. Download as Excel/CSV and get an instant expense summary. Free, no signup.
Open tool → PDF → TableReceipt Scanner to Excel
Scan receipts and extract merchant, date, category and amount into a spreadsheet. Download to Excel/CSV and total your spend instantly. Free, no signup.
Open tool → PDF → TableConvert Bank Statement PDF to Excel
Convert a PDF bank statement into an Excel/CSV table: dates, descriptions, money in/out and running balance. Categorised and totalled. Free, no signup.
Open tool → PDF → TableExtract Tables from Financial Report PDF
Extract financial statement tables from a PDF report into Excel/CSV: line items by quarter with full-year totals and a quarterly trend. Free, no signup.
Open tool →CSV → Dashboard
Dashboard generator
Turn a CSV or spreadsheet export into an instant dashboard — KPIs, charts, table.
Sales Dashboard from CSV
Turn a sales CSV into an interactive dashboard: revenue trends, top regions and reps. Upload or paste your pipeline export — free, private, no account.
Open tool → CSV → DashboardGA4 Dashboard from CSV
Upload your Google Analytics 4 CSV export for a marketing dashboard: sessions, conversions and revenue by channel. Free, no signup, runs in your browser.
Open tool → CSV → DashboardShopify Sales Dashboard from CSV
Export your Shopify orders as CSV and instantly see revenue trends, best-selling products, average order value and category mix. Free, private, no signup.
Open tool → CSV → DashboardFinancial Dashboard from CSV
Turn a finance CSV or P&L export into a dashboard: income vs expenses, net profit trend and expense breakdown by category. Free, private, no account.
Open tool →Report Automation
Report builder
Turn data into a finished, shareable report — sections, written summary, PDF.
Automated Client Reporting
Automate client reporting: paste campaign data, get a client-ready report — KPIs, revenue trend, channel breakdown, written insights — as PDF. Free.
Open tool → Report AutomationMonthly Financial Report Generator
Generate a monthly financial report from your ledger: income vs expenses, net profit trend and expense breakdown. Export PDF. Free, no signup.
Open tool → Report AutomationPDF SEO Report Generator
Turn a Search Console CSV into a PDF SEO report: clicks and impressions trend, top landing pages, average position and written takeaways. Free, no signup.
Open tool →FAQ
About the templates
- What is a Tablize tool template?
- A tool template is one declarative recipe for a one-off result: extract data, structure it, and build a dashboard or report. If an agent repeats the transformation, Tablize can govern the process with independent acceptance and lineage.
- Are all the tools free?
- Yes — every tool in the gallery runs for free with no signup and no watermark. The Tablize product is a separate private beta for recurring agent data pipelines.
- Can I request a template that is not here?
- The gallery grows by parameterising these template families to new document types and verticals. If a variant you need is missing, the same engine can generate it — join the waitlist and tell us the job.