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 Excel

OCR Scanned Bank Statements

Extract transaction data from scanned or image-only bank statements. Copy figures directly into spreadsheets without manual transcription.

Run OCR

Compile Financial Report Packs

Merge monthly management accounts, board packs, and supporting schedules into a single PDF for board meetings, auditors, or filing.

Merge PDFs

Password-Protect Financial PDFs

Encrypt payroll reports, tax returns, and financial statements before sending by email. AES-256 encryption, set open and permissions passwords.

Protect PDF

Extract 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 PDF

Format 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 Formatter

Redact Financial Data Before Sharing

Black out account numbers, personal details, or commercially sensitive figures before sharing financial documents with external parties or auditors.

Redact PDF

Free for the Whole Finance Team

No per-user licences. No monthly fees. No file count limits. Every tool is completely free.

See All PDF Tools

Why finance teams live in PDF

Bank statements, supplier invoices, board packs, tax letters, mostly PDF. Many arrive as scans you can't copy from, or tables stuck in PDF when Excel is what you need for reconciliation.

Typing a 20-row table by hand takes ten minutes and introduces typos. PDF-to-Excel gets you most of the way in seconds, still worth eyeballing before you post to the ledger.

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.

Frequently Asked Questions

Accuracy is high for digital PDFs with clearly-structured tables. Tables with visible borders extract most accurately, the tool detects cell boundaries from the grid lines. Borderless tables (using whitespace alignment) may produce slightly shifted columns that need minor manual adjustment. Complex merged cells may not extract perfectly. Always review the output in Excel before importing to an accounting system.

Files are transferred via HTTPS encryption and automatically deleted within 1 hour. No account is required, files are not associated with any user profile or retained in any storage system. We do not analyse, copy, or share file contents. For particularly sensitive financial data, the JSON and CSV formatter tools run entirely in your browser with no server upload at all.

Yes, with a two-step process. First run the scanned PDF through the OCR tool to extract a text layer from the images. Then use the PDF to Excel converter on the OCR-processed PDF. The combination produces good results for most printed bank statements. Very old or poor-quality scans with faint print may require manual cleanup after extraction.

Yes. There are no per-user licences, no team accounts, and no per-seat pricing. Every member of your finance team can use every tool independently, simultaneously, and completely free. There are no daily or monthly usage caps.

The upload limit is 50 MB per file. Most financial PDFs, invoices, bank statements, board packs, are comfortably within this. If a large annual report or audit file exceeds the limit, use the Compress PDF tool first, most scanned-page PDFs can be reduced 50–70% without visible quality change.

Related Guides for Finance Teams

Invoice Digitization Workflow → PDF to Excel Guide → Free iLovePDF Alternative →