Built for AP managers and analysts processing 50, 200, or 1,000 vendor invoices a week. Convert any vendor format — digital, scanned, or photographed — into a clean Excel batch with vendor, invoice number, PO, line items, and totals. No template setup per vendor.
Process your weekly batch — free
Enterprise AP automation platforms (Coupa, Bill.com, Tipalti, Stampli) work great for the top 5% of vendors — the ones you use weekly, with consistent format, and can justify per-vendor template setup. But they break down on the 80%+ tail: the 200 vendors a mid-size company touches a few times a year, the one-off project consultants, the regional service providers, the freight forwarders billing in different currencies.
OCR-only tools dump messy text that still needs human cleanup. Email-parser tools assume invoices come from email; many arrive via vendor portals, fax, or even printed and re-scanned. AP teams end up doing manual entry on the long tail anyway — defeating the purpose of the platform investment.
PDFExcel reads any vendor's invoice format on the first upload — no template per vendor, no training data, no setup. Drop in a weekly batch (or a month's batch) as a ZIP and get back one Excel/CSV with vendor name, invoice number, invoice date, due date, PO number, subtotal, tax, total, and payment terms — one row per invoice. Add Line Items as a field and the model expands each invoice into per-line detail with description, quantity, unit price, and extended amount.
Use the export to do three-way match against your PO data and receiving records, batch-import into NetSuite / SAP / Sage / Microsoft D365 as draft bills for review, or feed into your existing AP automation platform as the long-tail data-entry layer. Built-in OCR handles scanned and photographed invoices automatically.
Trained on hundreds of thousands of real vendor invoices across every industry. The model knows the difference between a 'Bill To' and a 'Ship To' address, recognizes 'NET 30' as 30-day terms, and rejoins wrapped vendor names automatically.
Use it alongside your existing AP automation platform — let Coupa or Bill.com handle the top 5% of vendors with established templates, and let PDFExcel handle the long tail without manual entry.
One row per invoice with PO match-ready fields. Add Line Items for three-way match against receiving records.
| # | Vendor | Invoice # | Date | Due Date | PO # | Subtotal | Tax | Total |
|---|---|---|---|---|---|---|---|---|
| 1 | Acme Office Supply | INV-48217 | 03/04/2025 | 04/03/2025 | PO-1184 | $1,420.00 | $113.60 | $1,533.60 |
| 2 | Northbridge Logistics | NB-2025-441 | 03/06/2025 | 04/05/2025 | PO-1186 | $2,890.00 | $0.00 | $2,890.00 |
| 3 | Cascade Print Co. | CPC-9981 | 03/12/2025 | 04/11/2025 | PO-1192 | $315.50 | $25.24 | $340.74 |
| 4 | Helix Software Inc. | 2025-3-718 | 03/15/2025 | 04/14/2025 | PO-1198 | $4,200.00 | $0.00 | $4,200.00 |
| 5 | Apex Freight Forwarders | AFF-77612 | 03/18/2025 | 04/17/2025 | PO-1201 | $8,940.50 | $0.00 | $8,940.50 |
AP managers at $50M-$500M companies handling weekly invoice batches, AP analysts at growth-stage SaaS, AP outsourcing firms running multi-client invoice processing, controllers doing month-end vendor accruals.
80 invoices per week across 60 vendors. Drops the weekly inbox into PDFExcel, exports to NetSuite-ready CSV, imports as draft bills for review. What used to take a full day now takes an hour.
AP runs across 4 portfolio companies. PDFExcel handles the long-tail vendors that don't justify per-vendor template setup in the centralized AP system. Long-tail processing time drops by 80%.
Processes invoices for 30 client companies. Each client has a different ERP. PDFExcel exports to CSV that maps to whatever each client's system needs — one tool, every client.
It complements them. Bill.com / Coupa / Tipalti / Stampli work great on your top 5% of vendors with established templates and approval workflows. PDFExcel handles the 80%+ long tail of vendors that don't justify per-vendor template setup. Use them together — let the platform do approval routing, let PDFExcel do extraction on the messy long tail.
Yes. Add 'Line Items' as a field and each invoice expands into per-line detail with description, quantity, unit price, and extended amount. Use that to join against PO line items and receiving records before approving the bill.
Built-in OCR runs automatically. Scanned vendor invoices, faxed copies, photos of paper invoices from the field — all work the same way as native PDFs from a vendor portal.
We export CSVs that those systems import natively as draft bills. Most AP teams set up a saved import mapping per ERP and reuse it weekly. No direct API integration — by design, keeps the tool simple and avoids per-ERP integration risk.
Yes. Files are encrypted in transit, processed in memory, and permanently deleted as soon as extraction completes. Never stored, never shared with third parties, never used to train AI. SOC 2 controls in progress for vendor security review processes.