Convert Invoices to Excel

Drop in any vendor invoice PDF — digital, scanned, or photographed — and get a clean Excel file with vendor name, invoice number, line items, subtotal, tax, total, PO number, and due date. Batch a whole AP queue at once.

Convert your first invoice — free

Every vendor formats invoices differently

Vendor invoices arrive in a thousand different layouts. Some put the invoice number top-right, some buried in the footer. Some itemize line items in a clean table, some bullet them under a paragraph. Generic PDF-to-Excel tools that depend on consistent grid patterns break the moment a new vendor's format hits the inbox.

Template-based AP automation tools demand you set up a layout per vendor — fine for the 5 vendors you use weekly, useless for the long tail of 200+ vendors you touch a few times a year. Manual data entry stays the fallback, which is why AP teams still type invoices in 2026.

One row per invoice — no template setup, ever

PDFExcel reads invoices by structure, not by template. The AI knows what an invoice number looks like, where vendors put PO references, and how to handle line-item tables that wrap across pages. Same workflow for every vendor — no setup per format.

Upload one invoice or a whole AP folder. For each invoice you get vendor name, invoice number, invoice date, due date, PO number, subtotal, tax, total, and payment terms. Need line-item detail? Add a Line Items field and the AI extracts each line as a sub-row with description, quantity, unit price, and extended amount. Drop the export straight into QuickBooks AP, NetSuite, or your three-way match workflow.

Fields you can pull

  • Vendor Name
  • Invoice Number
  • Invoice Date
  • Due Date
  • PO Number
  • Subtotal
  • Tax Amount
  • Total Due
  • Payment Terms
  • Line Items

The model recognizes the difference between a 'Bill To' address and a 'Ship To' address — and that 'NET 30' means due in 30 days, not a company name. Trained on hundreds of thousands of real vendor invoices.

Why AP teams pick PDFExcel

Most AP automation tools either need template setup per vendor or an enterprise rollout. PDFExcel reads any vendor's format out of the box — and you can process your first invoice in under a minute.

  • No templates per vendor. Reads any vendor's invoice format on the first try. The 200+ long-tail vendors you only see a few times a year work the same as your top 5.
  • Free to start, no credit card. 10 invoices free every month, forever. No card required, no expiring trial. Plans from $69/month if you scale.
  • No demos. No installs.. Sign in with Google or Microsoft, drop in your invoices, download Excel. Under a minute end-to-end.
  • Files deleted after processing. Invoices processed in memory and deleted immediately. Never stored, never shared, never used to train AI.

How it works

  1. Upload your invoices. Drop one PDF or a ZIP of a month's AP queue. Native PDFs, scanned, or photographed invoices all work.
  2. Pick your fields. Vendor, Invoice #, Total, Due Date to start. Add PO Number, Tax, Line Items, or any custom field your AP system needs.
  3. Download the spreadsheet. Excel or CSV — one row per invoice, line items expandable on demand. Drop into QuickBooks, NetSuite, Sage, or your three-way match queue.

What your AP queue looks like in Excel

One row per invoice with the fields your AP system expects. Wrapped vendor names rejoined. Tax and totals reconcile.

# 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 Summit Cleaning Services 12044 03/10/2025 04/09/2025 $675.00 $54.00 $729.00
4 Cascade Print Co. CPC-9981 03/12/2025 04/11/2025 PO-1192 $315.50 $25.24 $340.74
5 Helix Software Inc. 2025-3-718 03/15/2025 04/14/2025 PO-1198 $4,200.00 $0.00 $4,200.00

Built for AP teams and the bookkeepers running them

AP managers processing weekly invoice batches, bookkeepers running AP for multiple clients, controllers auditing vendor spend, finance ops doing three-way matches.

An AP manager

Processes 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.

A bookkeeper running AP for clients

Handles AP for 8 small businesses. Each gets a monthly invoice batch. Batch upload per client, export to QuickBooks-compatible format, import into each client's QBO.

A controller doing vendor spend analysis

Pulls a quarter of paid invoices, joins on Vendor Name to identify spend concentration. The Total Due column reconciles to the GL within a few hundred dollars without any cleanup.

Pricing

  • Free — 10 documents / month, no credit card
  • Starter $69/mo — 50 documents, $1.50 per extra
  • Pro $199/mo — 200 documents, $0.99 per extra
  • Business $699/mo — 1,000 documents, $0.59 per extra

Frequently asked questions

Is this really free?

10 invoices per month, free, forever. No credit card required, no trial expiration. Plans start at $69/month for 50 invoices. You're never charged unless you explicitly upgrade.

Does this work without template setup per vendor?

Yes. PDFExcel doesn't use templates. It reads any vendor's invoice layout on the first upload — the same model that handles your top 5 vendors handles the long tail of vendors you see once a year. No configuration, no training data per vendor.

Can it extract individual line items?

Yes. Add a 'Line Items' field in step 2 and the AI extracts each line as a sub-row with description, quantity, unit price, and extended amount. Useful for three-way match or category-level spend analysis.

What about scanned or photographed invoices?

Built-in OCR runs automatically. Scanned invoices, photos of paper invoices from the field, faxed copies — all work the same way as native PDFs from a vendor portal.

Will the output import into QuickBooks or NetSuite?

Yes. Export as CSV with the columns those systems expect. Our QuickBooks PDF import flow pre-formats invoice exports to QBO's bill-import schema. Same approach works for Xero and Sage.

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