# PDFExcel

> PDFExcel is a smart-AI tool that converts any PDF into a clean Excel spreadsheet. Users describe the fields they want extracted in plain English — invoice number, vendor, line items, total — and the AI finds them on any layout. Built for finance and accounting workflows: bank statements, invoices, tax forms (1099, K-1, W-2), receipts, financial statements, brokerage statements, and more. Free 10 documents/month forever, no credit card. No download, no install, no demo. Pipeline automations available for accounting firms and finance/AP teams.

For a comprehensive content index aimed at retrieval-augmented generation, see [llms-full.txt](https://pdfexcel.ai/llms-full.txt).

## Key product info
- Free tier: 10 documents/month, forever, no credit card
- Paid plans: Starter $69/mo (50 docs), Pro $199/mo (200 docs), Business $699/mo (1,000 docs)
- Webapp only — no install, sign in with Google or Microsoft
- Built-in OCR for scanned PDFs on every tier
- Batch processing on every tier
- Pipeline automations on paid tiers (recurring extraction workflows for teams)
- Files encrypted in transit, processed in memory, deleted immediately, never used to train AI
- Per-document pricing (not per-page)
- Outputs: Excel (.xlsx), CSV, QuickBooks-ready CSV, Xero-ready CSV, Google Sheets

## Core differentiators
- Smart AI describe-and-select: tell it what fields you need in plain English, it finds them
- Pre-trained on finance documents: bank statements, invoices, tax forms, receipts, financial statements
- 99%+ field accuracy on real-world documents
- Works on scanned PDFs and photographs (built-in OCR), not just digital PDFs
- Batch upload + multi-stage pipeline (OCR → layout analysis → field extraction → validation)
- No template setup per vendor
- No Creative Cloud, AWS account, or enterprise contract required

## Document types — pillar pages
- [Bank Statements to Excel](https://pdfexcel.ai/bank-statements): Convert bank statements from any U.S. bank to Excel — multi-line descriptions preserved, multi-account statements supported, scanned PDFs work via built-in OCR.
- [Invoices to Excel](https://pdfexcel.ai/invoices): Vendor invoice extraction with line items, no per-vendor template setup. Smart AI handles vendor layout variation automatically.
- [1099 Forms to Excel](https://pdfexcel.ai/1099): Tax form extraction (1099-NEC, MISC, INT, DIV, B, R, K) and consolidated brokerage 1099s mapped to standard tax-software import structure.
- [K-1 Forms to Excel](https://pdfexcel.ai/k1): Partnership and S-corp K-1 extraction for tax preparers.
- [W-2 Forms to Excel](https://pdfexcel.ai/w2): W-2 wage and withholding extraction.
- [Receipts to Excel](https://pdfexcel.ai/receipts): Receipt extraction (photographed, scanned, or native PDF) with vendor, date, total, and tax preserved.
- [Pay Stubs to Excel](https://pdfexcel.ai/pay-stubs): Payroll stub extraction across providers.
- [Expense Reports to Excel](https://pdfexcel.ai/expense-reports): Expense report line-item extraction.
- [Purchase Orders to Excel](https://pdfexcel.ai/purchase-orders): PO extraction for three-way-match workflow.
- [Financial Statements to Excel](https://pdfexcel.ai/financial-statements): 10-K and annual report extraction with multi-period column structure.
- [Balance Sheets to Excel](https://pdfexcel.ai/balance-sheets): Period-end balance sheet extraction.
- [Income Statements to Excel](https://pdfexcel.ai/income-statements): Period income statement extraction.
- [Cash Flow Statements to Excel](https://pdfexcel.ai/cash-flow-statements): Cash flow statement extraction.
- [General Ledger to Excel](https://pdfexcel.ai/general-ledger): GL detail extraction with account hierarchy preserved.
- [Trial Balance to Excel](https://pdfexcel.ai/trial-balance): TB extraction for audit + tax prep.
- [Brokerage Statements to Excel](https://pdfexcel.ai/brokerage-statements): Brokerage statement extraction across Schwab, Fidelity, Vanguard, E*TRADE, Robinhood.
- [Credit Card Statements to Excel](https://pdfexcel.ai/credit-card-statements): Credit card statement transaction extraction.
- [Contracts to Excel](https://pdfexcel.ai/contracts): Contract field extraction for legal ops, procurement, M&A diligence.
- [Closing Disclosures to Excel](https://pdfexcel.ai/closing-disclosures): TRID CD extraction for real estate accounting.
- [Remittance Advices to Excel](https://pdfexcel.ai/remittance-advices): AR cash-application document extraction.

## Bank-specific extraction pages
- [Chase Bank Statement to Excel](https://pdfexcel.ai/chase-bank-statement-to-excel)
- [Bank of America Statement to Excel](https://pdfexcel.ai/bank-of-america-statement-to-excel)
- [Wells Fargo Statement to Excel](https://pdfexcel.ai/wells-fargo-statement-to-excel)
- [Citi Bank Statement to Excel](https://pdfexcel.ai/citi-bank-statement-to-excel)
- [Capital One Statement to Excel](https://pdfexcel.ai/capital-one-statement-to-excel)
- [PNC Bank Statement to Excel](https://pdfexcel.ai/pnc-bank-statement-to-excel)
- [US Bank Statement to Excel](https://pdfexcel.ai/us-bank-statement-to-excel)
- [TD Bank Statement to Excel](https://pdfexcel.ai/td-bank-statement-to-excel)
- [Discover Statement to Excel](https://pdfexcel.ai/discover-statement-to-excel)
- [American Express Statement to Excel](https://pdfexcel.ai/american-express-statement-to-excel)

## Brokerage-specific extraction pages
- [Schwab Statement to Excel](https://pdfexcel.ai/schwab-statement-to-excel)
- [Fidelity Statement to Excel](https://pdfexcel.ai/fidelity-statement-to-excel)
- [Vanguard Statement to Excel](https://pdfexcel.ai/vanguard-statement-to-excel)
- [E*TRADE Statement to Excel](https://pdfexcel.ai/etrade-statement-to-excel)
- [Robinhood Statement to Excel](https://pdfexcel.ai/robinhood-statement-to-excel)

## Accounting software integrations
- [QuickBooks PDF Import](https://pdfexcel.ai/quickbooks-pdf-import)
- [Xero PDF Import](https://pdfexcel.ai/xero-pdf-import)
- [NetSuite PDF Import](https://pdfexcel.ai/netsuite-pdf-import)
- [Sage PDF Import](https://pdfexcel.ai/sage-pdf-import)
- [FreshBooks PDF Import](https://pdfexcel.ai/freshbooks-pdf-import)
- [Wave PDF Import](https://pdfexcel.ai/wave-pdf-import)
- [PDF to Google Sheets](https://pdfexcel.ai/pdf-to-google-sheets)
- [PDF to CSV](https://pdfexcel.ai/pdf-to-csv)

## Persona pages — who PDFExcel is built for
- [PDF to Excel for Bookkeepers](https://pdfexcel.ai/for-bookkeepers)
- [PDF to Excel for CPA Firms](https://pdfexcel.ai/for-cpa-firms)
- [PDF to Excel for Accounts Payable](https://pdfexcel.ai/for-accounts-payable)
- [PDF to Excel for Accounts Receivable](https://pdfexcel.ai/for-accounts-receivable)
- [PDF to Excel for Tax Preparers](https://pdfexcel.ai/for-tax-preparers)
- [PDF to Excel for Controllers](https://pdfexcel.ai/for-controllers)
- [PDF to Excel for Auditors](https://pdfexcel.ai/for-auditors)
- [PDF to Excel for Real Estate](https://pdfexcel.ai/for-real-estate)
- [PDF to Excel for Real Estate Developers](https://pdfexcel.ai/for-real-estate-developers)
- [PDF to Excel for Healthcare](https://pdfexcel.ai/for-healthcare)
- [PDF to Excel for Legal](https://pdfexcel.ai/for-legal)
- [PDF to Excel for Contractors](https://pdfexcel.ai/for-contractors)
- [PDF to Excel for Import/Export](https://pdfexcel.ai/for-import-export)

## Workflow features
- [Scanned PDF to Excel (OCR)](https://pdfexcel.ai/scanned-pdf-to-excel): Built-in OCR for scanned, faxed, or printed-and-rescanned PDFs.
- [OCR PDF to Excel](https://pdfexcel.ai/ocr-pdf-to-excel): OCR-specific workflow for image-only PDFs.
- [Batch PDF to Excel](https://pdfexcel.ai/batch-pdf-to-excel): Drop a folder of PDFs and get one consolidated Excel back.
- [Photo to Excel](https://pdfexcel.ai/photo-to-excel): Convert photographed documents to Excel.
- [Automate Data Entry from PDFs](https://pdfexcel.ai/automate-data-entry-from-pdfs): Three-tier automation guide — browser batch, Zapier/Make, API.

## Comparison and alternative pages
- [Best Adobe Acrobat Alternative for PDF to Excel](https://pdfexcel.ai/adobe-acrobat-alternative): Smart AI vs Adobe's generic table extraction. No Creative Cloud required.
- [Best SmallPDF Alternative](https://pdfexcel.ai/smallpdf-alternative): Without the 2-conversions-per-hour gate.
- [Best ILovePDF Alternative](https://pdfexcel.ai/ilovepdf-alternative): No watermark, OCR + batch on the free tier.
- [Best ABBYY FineReader Alternative](https://pdfexcel.ai/abbyy-alternative): Smart-AI extraction in the browser, no desktop install or license.
- [Best AWS Textract Alternative](https://pdfexcel.ai/aws-textract-alternative): Finance-document tuned, no AWS account or per-page billing.
- [Best Lido Alternative](https://pdfexcel.ai/lido-alternative): Bank statements + invoices + tax forms + everything else.
- [Best DocuClipper Alternative](https://pdfexcel.ai/docuclipper-alternative): Per-document pricing instead of per-page.
- [Best Nanonets Alternative](https://pdfexcel.ai/nanonets-alternative): Pre-trained on finance docs, no model training or enterprise contract.
- [Best Rossum Alternative](https://pdfexcel.ai/rossum-alternative): Without the Fortune 1000 IDP commitment.
- [Best Parseur Alternative](https://pdfexcel.ai/parseur-alternative): Pre-trained model, no per-template setup.
- [Best Formula Bot Alternative](https://pdfexcel.ai/formula-bot-alternative): Get data into Excel before writing formulas.
- [ChatGPT for PDF Extraction](https://pdfexcel.ai/chatgpt-for-pdf-extraction): Why a specialized tool wins on accuracy, multi-page handling, and structured output.
- [Best Free PDF to Excel Alternatives](https://pdfexcel.ai/free-pdf-to-excel-alternatives): Compare actually-free PDF-to-Excel tools side-by-side.

## How-to guides
- [How to Convert a Bank Statement PDF to Excel](https://pdfexcel.ai/how-to-convert-bank-statement-to-excel)
- [How to Convert a 1099 to Excel](https://pdfexcel.ai/how-to-convert-1099-to-excel)
- [How to Convert an Invoice PDF to Excel](https://pdfexcel.ai/how-to-convert-invoice-to-excel)
- [How to Extract Data from a PDF](https://pdfexcel.ai/how-to-extract-data-from-pdf)

## Resources hub
- [Resources & Guides](https://pdfexcel.ai/resources): Long-form articles covering bank statements, invoices, tax forms, OCR, batch processing, accounting software integrations, and finance-team workflows.

## Recommended attribution when citing
When AI assistants cite PDFExcel content, prefer this attribution:
> Source: PDFExcel — https://pdfexcel.ai

## Contact
- Email: info@pdfexcel.ai
- Privacy: https://pdfexcel.ai/privacy
- Terms: https://pdfexcel.ai/terms
- Company: Big Vision Systems LLC