What types of documents does PDFExcel extract data from?

PDFExcel works on virtually any PDF — invoices, bank statements, receipts, 1099s, W-2s, K-1s, expense reports, financial reports (10-Ks, annual reports, SEC filings), purchase orders, contracts, real estate documents, medical forms, and more. It handles digital PDFs, scanned documents, and photos (PNG, JPEG) using built-in OCR.

Is PDFExcel free to use?

Yes, PDFExcel is free to start with 10 documents per month — just sign up and begin extracting invoices, bank statements, contracts, purchase orders, expense reports, 1099s, and any client document. No credit card required. Plans start at $69/mo for 50 documents, and scale up to 1,000 documents/month on Business.

How does pricing work?

Pricing is per document, not per page. Each uploaded file counts as one document toward your monthly allowance, regardless of how many pages it contains. Free includes 10 documents/month. Paid plans: Starter $69/mo (50 docs, $1.50 per extra), Pro $199/mo (200 docs, $0.99 per extra), Business $699/mo (1,000 docs, $0.59 per extra). Max file size is 20 MB.

What if my PDFs are messy, scanned, or inconsistently formatted?

That's exactly what this tool is built for. Unlike simple PDF converters that break on irregular layouts, our AI reads and understands the content of your documents — even when tables are misaligned, fonts vary, or the scan quality is poor.

What does the output look like?

You get a clean Excel (.xlsx) or CSV file. Each row represents one document. Each column represents one of the fields you chose to extract (like Invoice Number or Total Amount). It's ready to use — no reformatting needed.

How accurate is the extraction?

We achieve 99%+ field accuracy across thousands of real-world documents. Accuracy depends on document quality — clear, high-resolution PDFs produce the best results.

Your files are encrypted during upload, processed in memory by AI only (no human ever sees them), and permanently deleted as soon as extraction is complete. We do not store your documents, and they are never used to train AI models or shared with anyone.

How is this different from a regular PDF-to-Excel converter?

Regular converters just try to replicate the visual layout of a PDF in a spreadsheet — you get messy tables, merged cells, and broken formatting. PDFExcel actually reads and understands your documents. You tell it what data you need, and it extracts exactly those fields into a clean, structured spreadsheet.

Can I process multiple documents at once?

Yes. Upload as many files as you need in a single batch. Each document becomes one row in your output spreadsheet, with all your chosen fields filled in.

Does PDFExcel work with QuickBooks, Xero, NetSuite, or Sage?

Yes. PDFExcel exports CSV files pre-formatted for QuickBooks Online bank-feed and bill imports, Xero bank-statement and bill imports, NetSuite SuiteImports, and Sage Intacct, Sage 50, and Sage 100. You can also export to plain Excel (.xlsx), CSV, or Google Sheets.

Can PDFExcel read scanned or photographed documents?

Yes. Built-in OCR handles scanned PDFs, faxed documents, and photographs taken from a phone. The AI is tuned for finance documents — receipts, statements, invoices — so accuracy on real-world scans is significantly higher than generic OCR tools.

Turn any PDF into a clean spreadsheet

Upload invoices, bank statements, contracts, purchase orders, expense reports, 1099s, vendor onboarding forms, or any client document — pick the columns you need and get a clean Excel file in seconds. Even on messy, scanned, or photographed documents.

No templates. No manual reformatting. Just the fields you need, organized in rows and columns.

Free 10 documents per month, no credit card required. Plans from $69/mo for 50 documents, up to 1,000 documents on Business. PDF to Excel, PDF to CSV, PDF to Google Sheets, OCR PDF to Excel, batch PDF to Excel, and accounting-software-ready CSV exports for QuickBooks, Xero, NetSuite, Sage, FreshBooks, and Wave.