Convert any PDF — vendor bills, bank statements, expense reports, journal entry support — into a CSV pre-formatted for Sage Intacct, Sage 50, Sage 100 Contractor, or Sage 300 (Accpac). One workflow across every Sage product, no per-system template setup.
Sage Intacct, Sage 50 (formerly Peachtree), Sage 100 Contractor (formerly Master Builder), and Sage 300 (formerly Accpac) all support CSV import — but each uses a different column structure for AP bills, bank reconciliation, and journal entries. Mid-market companies that grew on Sage 50 and migrated to Sage Intacct, or contractors on Sage 100 Contractor, end up rebuilding their CSV import templates per product.
The Sage 100 Contractor product is particularly tough — the AP and JE imports use construction-industry-specific schemas with job cost codes and AIA pay-app references. Generic PDF tools either ignore the construction context or produce CSVs that need cleanup before import.
PDFExcel converts any PDF into a CSV pre-formatted for whichever Sage product the company runs. Sage Intacct bill-import schema (Vendor / BillNumber / Date / DueDate / GL Account / Department / Location). Sage 50 AP import schema. Sage 100 Contractor AP + JE imports with Job Cost Code and AIA pay-app references preserved — useful when the input PDF is an AIA G702/G703 pay app. Sage 300 uses a different schema for Canadian/international users.
Pick the Sage product in step 2; the export adapts. Drop the CSV into the standard Sage import path. Built-in OCR handles scanned bank statements and faxed bills. Compatible with Sage's recent moves to Sage Intacct as the cloud-first product, plus the on-prem Sage 50/100/300 user base.
The model knows that Sage Intacct's bill import differs from Sage 50's AP entry, and that Sage 100 Contractor needs Job Cost Codes preserved. Pick the Sage product, get the right CSV — no template setup.
Most Sage-adjacent tools focus on one product (Intacct cloud or Sage 100 Contractor's job-costing). PDFExcel handles every Sage product with one workflow — useful for outside accounting firms supporting clients across product lines.
AIA line items mapped to Job Cost Codes. Retainage and percent complete preserved. Drops into Sage 100 Contractor's AP import for sub pay-app posting.
| # | Job | Cost Code | AIA Line | Description | Amount | Retainage |
|---|---|---|---|---|---|---|
| 1 | JOB-2025-118 | 1.0 | General Conditions | Site supervision, dumpsters, temp utilities | $42,800.00 | $2,140.00 |
| 2 | JOB-2025-118 | 3.0 | Concrete (Foundation) | Foundation pour, footings, slab | $184,200.00 | $9,210.00 |
| 3 | JOB-2025-118 | 4.0 | Steel / Structural | Erection, decking, joists | $420,800.00 | $21,040.00 |
| 4 | JOB-2025-118 | 5.0 | Mechanical / HVAC | Rough-in, equipment delivery | $148,500.00 | $7,425.00 |
| 5 | JOB-2025-118 | 6.0 | Electrical | Rough-in, panel install | $98,540.00 | $4,927.00 |
Mid-market companies on Sage Intacct, small businesses on Sage 50, construction firms on Sage 100 Contractor, Canadian/international companies on Sage 300, outside accounting firms supporting Sage clients.
Long tail of vendor bills — top 20 vendors flow through BILL.com integration; the other 80% need manual entry. PDFExcel handles the long tail with Intacct-ready CSV, dropping in via the standard bill-import path.
Sub pay apps arrive as AIA G702/G703 PDFs. Convert each to a Sage 100 Contractor AP-import CSV with Job Cost Codes preserved, post as draft bills, approve in batch.
10 clients across Sage Intacct + Sage 50 + Sage 100 Contractor. PDFExcel exports adapt per client's product — one tool, multiple Sage versions, no per-product training for new staff.
Yes — all four. Pick the Sage product in step 2 and the export uses that product's bill-import / JE-import / bank-reconciliation schema. Most Sage shops set up a saved import mapping per product and reuse it.
Yes. When the source PDF includes Job Cost Code references (typical on AIA pay apps), the model extracts them into the right Sage 100 Contractor import column. Retainage and AIA line item references preserved too.
10 documents per month, free, forever. Plans from $69/month for 50 documents — most small Sage practices fit Starter; mid-market Intacct shops handling 200+ docs/month fit Pro at $199/month.
Yes — built-in OCR runs automatically when there's no embedded text layer. Same workflow, same Sage-ready CSV at the end.
Yes. Companies migrating from Sage 50 / Sage 100 Contractor to Sage Intacct can use PDFExcel for both legacy import (during transition) and ongoing Intacct workflow (post-migration). One tool across the migration timeline.