PDF to Excel conversion built for accounting workloads

Client invoices, bank statements, and receipts pile up fast. Upload up to 50 documents at once and SheetConvert extracts the fields you define from every one of them into Excel, without a separate template for each client.

Get startedExplore interactive demo
  • ✓Batch upload up to 50 documents at once — useful when clearing a client's document backlog
  • ✓One set of extraction fields works across different clients' document layouts
  • ✓Handles invoices, bank statements, and receipts through the same workflow
  • ✓Review extracted fields before export, so numbers going into your workpapers are checked
PDFJPGPNGWEBPExports to Excel (.xlsx)

Three steps, and then nothing.

1Upload your documentDrop in a PDF or image file, into the template you're working with.
2Each field is automatically detectedThe AI engine extracts them from every document you upload to that template.
3Review and exportCheck the extracted fields against the original, fix anything that needs it, then export to CSV or JSON. You stop opening the attachments.

Related conversions.

Extract invoice data straight into ExcelConvert bank statements into an Excel transaction listPull any table out of a document and into Excel

Questions about this conversion.

Yes, upload up to 50 files at once, each up to 20MB. The AI reads each document's layout individually, so mixed clients and formats in one batch aren't a problem.