Invoices, receipts & reports · Free up to 10 pages
Financial PDF to Excel Converter
Extract the figures from financial PDFs that are not bank statements, such as invoices, receipts, vendor statements and account reports, into a clean Excel or CSV file.
Drop your bank statement here, or browse
PDF, scanned PNG / JPG / TIFF · up to 50 MB
Choose Financial PDF- Encrypted upload (HTTPS)
- Auto-deleted in 24h
- Never used for AI training
- Debits, credits & balances in separate columns
- Running balance checked against your statement
- Scanned and password-protected PDFs supported
Export to
- Excel
- CSV
- QuickBooks
- Xero
- Quicken
11–30 pages: free preview, $10 to download · 30+ pages: free account. See pricing
Built for accountants, bookkeepers, small businesses & analysts
- Free per statement, no signup
- 10 pages
- Free per statement, no signup
- Per statement with a free account
- 200 pages
- Per statement with a free account
- XLSX, CSV, QBO, OFX, QIF & PDF
- 6 formats
- XLSX, CSV, QBO, OFX, QIF & PDF
- Until guest uploads are deleted
- 24 hours
- Until guest uploads are deleted
How to Convert Financial PDFs to Excel
Three steps, about a minute. Works with digital PDFs, scanned statements and phone photos.
- Step 1
Upload the PDF
Drop a digital PDF, a scanned page or a photo of the document. Password-protected PDFs are supported.
- Step 2
Tables and totals are extracted
Dates, descriptions and amounts are read from each table and normalized to one date and number format.
- Step 3
Download Excel or CSV
Open the workbook to check totals against the document, then filter, sum or import the data.
Before & After: Your Financial PDF Data
Messy Financial PDF text becomes clean, verified Excel output.
Copy-paste from a PDF
Before2026-09-01 STRIPE PAYMENTS TRANSFER 14230.00 54100.00
2026-09-03 AWS CLOUD INFRASTRUCTURE -1420.50 52679.50
2026-09-04 GITHUB ENTERPRISE SEATS -210.00 52469.50
Amounts and balances merged into one line, no debit/credit split, nothing verified.
Finlyzers output
Balances verified| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-09-01 | STRIPE PAYMENTS TRANSFER | — | $14,230.00 | $54,100.00 |
| 2026-09-03 | AWS CLOUD INFRASTRUCTURE | $1,420.50 | — | $52,679.50 |
| 2026-09-04 | GITHUB ENTERPRISE SEATS | $210.00 | — | $52,469.50 |
Separate debit and credit columns, clean descriptions, running balance reconciled.
Built for Financial PDFs
Understands real statement layouts, not just generic PDF tables.
Built for Financial Layouts
Recognizes dates, amounts, totals and line items rather than copying the page as a picture of a table.
Multi-Page Tables
Tables that continue across pages are joined into one sheet without repeated headers.
Numbers Kept as Numbers
Currency symbols and separators are removed from amount columns so totals can be recalculated.
Excel and CSV Output
Download a formatted .xlsx workbook or a plain CSV for import into other software.
Choose Your Export Format
Each export uses the headers your software expects, so imports work the first time.
Excel (.xlsx)
Sort, filter and total transactions in Excel or Google Sheets
CSV (.csv)
Plain-text rows for accounting imports, budgeting apps and scripts
QuickBooks (.qbo)
Web Connect file for QuickBooks Online and Desktop
OFX (.ofx)
Statement import for Xero, GnuCash and other OFX apps
Quicken (.qif)
Records for Quicken, Moneydance and older desktop software
Convert Financial PDFs to Excel
Most finance teams receive documents as PDFs: supplier invoices, receipts, vendor statements, loan schedules, brokerage summaries and reports exported from other systems. Retyping their figures into a spreadsheet is slow and error-prone. This converter extracts the tables and amounts so you can work with them in Excel.
Documents It Handles
- Invoices and receipts: vendor name, dates, line items and totals for expense tracking or accounts payable.
- Vendor and supplier statements: open items and payments for reconciling against your purchase ledger.
- Loan and brokerage statements: transaction and balance tables from lenders and investment platforms.
- Accounting reports: ledgers, aged balances and trial balances that were exported as PDF.
How It Differs From a Generic PDF Converter
Generic PDF to Excel tools reproduce the page layout. Headers repeat on every page, totals boxes get mixed into data rows, and amounts often arrive as text that Excel cannot add up. Finlyzers is designed around financial fields: it looks for dates, descriptions and amounts, joins tables that continue across pages and stores amounts as numbers.
Bank and Card Statements
If your document is a bank statement, use the bank statement to Excel converter instead. It applies a running-balance check that flags missed or misread rows. Card statements have their own credit card converter, and paper documents can go through the scanned PDF OCR converter.
Limits and Pricing
Documents up to 10 pages are free. Files of 11 to 30 pages can be previewed free and unlocked for a one-time fee, and longer files up to 200 pages are available with a free account. See pricing for details.
Updated .
Is It Safe to Upload My Financial PDF?
Financial documents deserve better than a generic file converter.
Encrypted in transit
Every upload travels over HTTPS (TLS) to our servers and processing service.
Auto-deleted in 24 hours
Guest uploads and their results are deleted automatically 24 hours after upload.
Passwords never stored
Protected PDFs are unlocked for processing only.
Never used for AI training
Your statements are not shared or used to train models.
Related Converters
View all convertersFinlyzers vs Manual Entry vs Generic PDF Converters
| Feature | Finlyzers | Manual entry | Generic converter |
|---|---|---|---|
| Time for a 10-page statement | Typically seconds | 45–60 minutes | Minutes, plus cleanup |
| Debit & credit columns | Split automatically | Manual sorting | Merged / single column |
| Balance check | Automatic | Calculator | None |
| Password-protected PDFs | Supported | Manual unlock | Usually fails |
| Scanned PDFs & photos | OCR included | Retype by hand | Limited |
| Export formats | XLSX, CSV, QBO, OFX, QIF, PDF | Excel only | Basic CSV |
Financial PDF to Excel Converter FAQ
Common questions about converting Financial PDFs.
Which financial documents can I convert?
Invoices, receipts, vendor and supplier statements, loan and brokerage statements, and accounting reports exported as PDF. For bank and credit card statements, the dedicated converters add a running-balance check.
How is this different from a general PDF to Excel tool?
General tools copy whatever looks like a table, including headers, footers and summary boxes. This converter looks for financial fields such as dates, amounts and totals, and keeps numbers as numbers.
Can it read scanned invoices and receipts?
Yes. Scanned PDFs and photos are read with OCR. Clear, flat, well-lit images give the best results.
Do I need to check the output?
Yes. Compare the extracted totals with the document before using the data for payments, tax or audit work, especially for scanned or handwritten documents.
Ready to Convert Your Financial PDF?
Upload a PDF and download clean transactions in seconds. Statements up to 10 pages are free.
PDF, scans & photos Excel, CSV, QBO, OFX, QIF Auto-deleted in 24h