Built for general contractors, subcontractors, and construction firms. Convert AIA G702/G703 pay applications, change orders, certified payroll reports, certificates of insurance, and lien waivers into clean Excel files for project accounting and lender compliance.
Every job is its own paperwork ecosystem. Sub pay apps come in on AIA G702/G703 forms with line items by trade. Change orders stack up across the schedule and need to be tied back to specific line items. Certified payroll (WH-347) goes weekly to the GC and the public-works owner. COIs from every sub need tracking against the contract requirements. Lien waivers — conditional and unconditional — get exchanged at every payment. Then the GC packages everything together for the owner's monthly draw.
Most construction PM software either focuses on the schedule (Procore, P6) or focuses on accounting (Sage 100 Contractor, Foundation, Viewpoint Vista) — but the actual document layer is paperwork. Project admins type AIA line items into Sage week after week, retype certified payrolls into compliance trackers, and rebuild owner-funding packages by hand. A 30-line G703 takes 45 minutes per cycle; a public-works job adds another hour for certified payroll.
PDFExcel reads the construction document stack. AIA G702/G703 pay apps extract with description, scheduled value, this-period amount, total to-date, percent complete, retainage, and balance to finish. Change orders map to the line items they affect. Certified payrolls (WH-347) extract with employee name, classification, hours, gross wages, and fringe benefits per week. COIs come through with insurer, policy number, coverage limits, effective dates, and additional insured.
Built-in OCR handles the scanned and faxed-in documents that are still common in construction. Drop a week's paperwork into PDFExcel, get back a workbook ready for Sage 100 Contractor / Foundation / Viewpoint / QuickBooks Contractor. For certified payroll compliance, export the schedule that LCPtracker, eMars, or LCP-Express expects. For the owner's monthly funding package, roll up the GC and sub G702/G703s into a single schedule of values.
Trained on real construction docs — AIA G702/G703 layouts, the WH-347 certified payroll format, ACORD 25 COI templates, and the lien-waiver formats most title companies and lenders accept. Not a generic OCR tool retrofitted for construction.
Most construction document tools either need integration with a specific PM platform or charge per-project. PDFExcel reads any pay app or compliance doc on the first upload — works alongside whatever PM and accounting software the firm already runs.
One row per employee per week with classification, hours, gross wages, and fringe — ready for LCPtracker / eMars upload or owner submittal.
| # | Week | Employee | Classification | Hours | Gross | Fringe | Net |
|---|---|---|---|---|---|---|---|
| 1 | 03/24-03/30 | M. Reyes | Carpenter Foreman | 40.0 | $2,184.00 | $684.00 | $1,540.20 |
| 2 | 03/24-03/30 | M. Reyes | Carpenter Foreman (OT) | 6.5 | $532.35 | $111.15 | $362.40 |
| 3 | 03/24-03/30 | J. Alvarez | Carpenter Journey | 40.0 | $1,820.00 | $570.00 | $1,284.50 |
| 4 | 03/24-03/30 | T. Williams | Laborer Group 1 | 40.0 | $1,468.00 | $424.00 | $1,041.80 |
| 5 | 03/24-03/30 | T. Williams | Laborer Group 1 (OT) | 8.0 | $440.40 | $84.80 | $307.60 |
| 6 | 03/24-03/30 | K. Nguyen | Operating Engineer Gp 4 | 40.0 | $2,360.00 | $748.00 | $1,664.40 |
Solo subcontractors handling 2-5 active jobs, mid-size GCs running 10-30 projects, regional construction firms with public-works compliance burden, multi-region GCs juggling AIA cycles across markets.
MEP sub on 8 active jobs. Each GC requires a slightly different pay-app format. Pulls each AIA into PDFExcel, normalizes to the firm's internal schedule of values, then re-formats per GC's template. Saves 6 hours per draw cycle.
Federally funded job — every sub submits weekly WH-347 certified payrolls. Convert all to Excel, validate hours and prevailing-wage classifications, upload to LCPtracker. Compliance pre-check runs in 30 minutes per week instead of 3 hours.
30 active projects across 4 markets. Monthly G702/G703 from each project. PDFExcel rolls them up into a portfolio-level schedule of values for the bank's borrowing-base certificate.
Yes. G702 application for payment headers and G703 continuation sheet line items both extract — line item description, scheduled value, work completed this period, total completed to date, percent complete, balance to finish, and retainage as separate columns. Math reconciles to the printed totals.
Yes. The federal WH-347 format and most state-specific certified payroll layouts (California A-1-131, Davis-Bacon variants) extract with employee name, classification, hours per day, gross wages, fringe benefits, and net. Useful for LCPtracker / eMars / LCP-Express upload prep.
Yes. ACORD 25 certificates of insurance extract with insurer name, policy number, type of coverage, limits, effective and expiration dates, and additional insureds. Useful for COI tracking against contract requirements.
We export CSVs that those systems import natively — no direct API integration. Most construction accounting platforms accept CSV import for AP, certified payroll, and pay-app data. Mapping the export columns to the system's import schema is a one-time setup.
10 documents per month, free, forever. Solo subs on 1-2 active jobs fit easily in the free tier. Plans from $69/month for 50 docs (most small subs), $199 for 200 (mid-size GCs), $699 for 1,000 (multi-region firms). Pause/resume monthly with project volume.