PDF Tools for Accountants & Finance Teams
Extract data from scanned bank statements, convert PDF invoices to Excel, compile financial reports, and compress filings for email — all free, no account needed.
PDF Invoices to Excel
Convert PDF invoices, price lists, and financial tables to Excel spreadsheets for reconciliation, pivot tables, and accounting system import.
Convert to ExcelOCR Scanned Bank Statements
Extract transaction data from scanned or image-only bank statements. Copy figures directly into spreadsheets without manual transcription.
Run OCRCompile Financial Report Packs
Merge monthly management accounts, board packs, and supporting schedules into a single PDF for board meetings, auditors, or filing.
Merge PDFsPassword-Protect Financial PDFs
Encrypt payroll reports, tax returns, and financial statements before sending by email. AES-256 encryption — set open and permissions passwords.
Protect PDFExtract Pages from Annual Reports
Pull specific pages — P&L, balance sheet, cash flow — from a 200-page annual report. Share only the relevant financial statements.
Split PDFFormat JSON / CSV Data Exports
Use the free JSON formatter or CSV viewer to inspect API exports, payment gateway data files, and accounting system data before importing.
JSON FormatterFree for the Whole Finance Team
No per-user licences. No monthly fees. No file count limits. Every tool is completely free.
See All PDF ToolsWhy Finance Teams Rely on PDF Tools Daily
Accounting and finance work generates and receives enormous volumes of PDF documents — bank statements from multiple institutions, supplier invoices, purchase orders, audit reports, board packs, tax authority correspondence, and regulatory filings. The challenge is that many of these arrive in formats that need processing before the data inside them can be used: scanned statements that aren't machine-readable, invoices as PDFs when the accounting system needs Excel data, or large annual reports where only three pages are relevant to your analysis.
The alternative to good PDF tools is manual data entry — a slow, expensive, and error-prone process. Extracting even a 20-row table from a PDF by hand typically takes 10–15 minutes and introduces transcription errors. Automated extraction using the PDF to Excel converter completes the same task in seconds and the data is immediately ready for reconciliation, pivot analysis, or import into accounting software.
Finance Workflows That Save Time
Invoice Data Extraction
Convert PDF invoices to Excel to extract line items, amounts, VAT, and supplier references into a spreadsheet for batch upload to accounting systems. The PDF to Excel tool places each table on its own worksheet with auto-sized columns and formatted headers, ready for review before import.
Bank Statement Reconciliation
Scanned bank statements are images — no amount can be copied directly. Run OCR first to extract the text layer, then convert to Excel. Transaction dates, references, and amounts become editable spreadsheet data that can be matched against your accounting records using VLOOKUP or Power Query.
Secure Distribution of Financial Reports
Board packs and management accounts contain commercially sensitive information. Before distributing by email, add AES-256 password protection and restrict printing or copying. Share the password separately from the document. This ensures only intended recipients can open the file, even if the email is forwarded.
Year-End Document Compilation
Year-end audit packs require organising months of documents into structured, paginated files. Merge monthly management accounts, supporting schedules, bank statements, and reconciliations into a single PDF bundle. Add consistent page numbering before sending to auditors to make references in audit queries unambiguous.