๐Ÿ“„ User Guide

How to Convert PDF to Excel

Convert your invoices and financial documents to structured Excel data in 3 simple steps.

Simple 3-Step Process

1

๐Ÿ“‚ Drag & Drop Your PDF

Simply drag your PDF file into the upload area, or click to browse and select your file.

๐Ÿ“

Drag your PDF here or click to browse

Supports invoices, receipts, and wire transfer documents

2

โšก Click "Extract Data"

Once your file is uploaded, click the "Extract Data" button. Our AI will automatically process your document.

Processing usually takes 2-5 seconds

3

๐Ÿ“Š Download Your Excel File

When processing is complete, click "Download Excel" to get your structured data file.

Your data will be organized in structured columns

File Requirements & Limits

Free Plan

Perfect for getting started

  • โœ“File Size: Up to 500KB
  • โœ“Monthly Limit: 10 conversions
  • โœ“File Types: PDF only
  • โœ“Output: Excel (.xlsx)
  • โœ“Accuracy: 80% extraction
Recommended

Pro Plan

For higher volume processing

  • โœ“File Size: Up to 5MB
  • โœ“Monthly Limit: 500 conversions
  • โœ“File Types: PDF (all formats)
  • โœ“Output: Excel, CSV, JSON
  • โœ“Accuracy: 95% extraction
  • โœ“Batch Upload: Up to 10 files

Supported Document Types

๐Ÿ“„

Invoices

Business invoices with line items, totals, and vendor information

๐Ÿงพ

Receipts

Purchase receipts and expense documents for accounting

๐Ÿ’ธ

Wire Transfers

Bank transfer documents with routing and account details

Tips for Best Results

โœ… Do This

  • โ€ข Use high-quality, text-based PDFs
  • โ€ข Ensure text is readable and clear
  • โ€ข Use standard invoice/receipt layouts
  • โ€ข Keep files under size limits

โŒ Avoid This

  • โ€ข Scanned images or low-quality PDFs
  • โ€ข Password-protected files
  • โ€ข Handwritten documents
  • โ€ข Files exceeding size limits

Ready to Convert Your PDFs?

Start converting your documents to structured Excel data in seconds.