Drop in any contract PDF — vendor MSAs, customer agreements, employment contracts, NDAs, leases, or partnership agreements — and get a clean Excel file with the fields legal ops, procurement, and finance teams actually track. Counterparty, effective date, term, renewal terms, payment terms, key thresholds, and notice clauses extract as structured rows.
Extract your first contract — free
Legal ops needs to know which contracts auto-renew next quarter. Procurement needs to know which vendors have MFN clauses. Finance needs to know payment terms (Net 30 vs Net 90) across the AP portfolio. CFOs need annualized commit totals across all active vendor contracts. The data exists — it's just buried in 40 pages of prose, with the renewal date on page 23 and the payment terms on page 31 and the notice period on page 38.
Generic PDF tools dump the contract as one giant text block. CLM (contract lifecycle management) software requires uploading contracts into a separate system and tagging fields manually. Most teams just don't have the time — so they end up with contract data nowhere structured, and renewals slip, MFN clauses go uncatalogued, payment-term inconsistency goes unnoticed.
PDFExcel reads contract PDFs and pulls the fields that matter for portfolio review. Counterparty (and entity type), effective date, initial term length, renewal terms (auto-renew Y/N + notice period), payment terms (Net X), termination-for-convenience clauses, fee structure (fixed, usage-based, hybrid), MFN clauses, exclusivity provisions, governing law, dispute-resolution venue. Long-form custom fields (e.g., 'extract any cap on liability') also work — describe the field, the model finds the relevant clause and extracts the value.
Drop the result into your contract-tracking spreadsheet, CLM import, or annual contract-review file. Use for renewal-pipeline tracking, vendor consolidation analysis, M&A diligence (target's contract book), or annual legal-ops portfolio review.
Trained on real B2B vendor agreements, customer contracts, employment agreements, leases, and partnership agreements. The model finds renewal terms regardless of whether they're labeled 'Renewal,' 'Term,' 'Extension,' or buried in section 4.2(b).
Most contract extraction tools either need a CLM-platform commitment (Ironclad, Agiloft, ContractWorks) or work as one-off Word-add-ins. PDFExcel reads any contract PDF directly — no CLM commitment, no per-template setup.
One row per contract, fields as columns. Pivot for renewal pipeline (filter renewal date < 90 days), or for payment-term consistency analysis (count of Net 30 vs Net 60 vs Net 90 across the portfolio).
| # | Counterparty | Effective | Term (mo) | Auto-Renew | Notice | Payment |
|---|---|---|---|---|---|---|
| 1 | Acme Logistics LLC | 01/01/2024 | 24 | Yes | 60d | Net 30 |
| 2 | Globex Manufacturing | 06/15/2024 | 12 | No | n/a | Net 45 |
| 3 | Initech IT Services | 03/01/2024 | 36 | Yes | 90d | Net 30 |
| 4 | Stark Office Supply | 08/01/2023 | 12 | Yes | 30d | Net 60 |
| 5 | Wayne Enterprises | 11/01/2024 | 24 | No | n/a | Net 30 |
Legal ops teams managing contract portfolios, procurement teams analyzing vendor commits and payment-term consistency, finance teams aggregating annualized commit totals, M&A diligence pulling target contract books.
200-contract vendor portfolio. Pull all into Excel via PDFExcel; build the renewal-pipeline tracker; filter for renewals in the next 90 days. Renewal slippage drops from 15% to 0%.
Annual vendor consolidation review. Pull the AP top-50 vendor contracts into Excel; analyze payment-term consistency, MFN coverage, and termination-for-convenience presence. Drives the renegotiation priority list.
Target's contract book is 80 PDFs. Pull all into Excel; check for MFN, change-of-control, and assignment-restriction clauses. Diligence done in days vs weeks.
Yes. Built-in OCR handles scanned executed copies, faxed contracts, and signed PDFs that were originally electronic but printed-and-scanned. See scanned PDF for the broader OCR workflow.
Yes. Add a custom field by description ('extract any cap on indirect damages,' 'extract the change-of-control clause if any'). The model finds the relevant clause and extracts the value. Useful for ad-hoc reviews where the field list isn't fixed.
Different category. Those are full CLM platforms (workflow, approval, e-sign, repository). PDFExcel is the extraction step — pull data out of contract PDFs into Excel. Many users use both: PDFExcel for the bulk extraction, CLM for ongoing workflow on the high-touch contracts.
Files encrypted in transit, processed in memory, deleted immediately after extraction. Never stored, never used to train AI. SOC 2 controls in progress. For Enterprise customers needing additional contractual controls (custom DPA, BAA), contact us.
Yes. Drop the portfolio as a ZIP, get back one Excel with one row per contract. See batch processing for the broader workflow.