PDF to Excel
Convert PDF content into an Excel workbook for further review and editing.
Read the PDF to Excel guidePDFDrill features
Start with a reviewed bank-statement ledger, or convert documents into the formats your workflow needs.
For recurring reconciliations
Turn a set of bank statements into a ledger that is easier to review and reconcile.
Source statement files expire 7 days after upload and ledger data after 30 days.
PDF conversion
Each format is suited to a different next step. Review extracted content before relying on it.
Convert PDF content into an Excel workbook for further review and editing.
Read the PDF to Excel guideExport extracted PDF data as a CSV file for spreadsheets and other tools.
Read the PDF to CSV guideExtract text from PDFs into a plain text result for searching or reuse.
Read the PDF to text guideExtract images embedded in a PDF and download them together in a ZIP file. This extracts embedded image assets rather than rendering each PDF page as an image.
Read about extracting data from PDFsAI-assisted structured output can organize information from PDFs into JSON. Output fields depend on the document; custom schemas are not offered.
Read the PDF to JSON guideOCR can extract text from scanned PDFs. Review the result, especially when the scan is faint, skewed, or otherwise difficult to read.
Read the scanned-document OCR guideGeneral conversion files and results expire after 24 hours.
For software teams
PDFDrill provides REST conversion endpoints for programmatic PDF processing. API access is available on Business and for Enterprise accounts when manually enabled.
Questions about document handling and safeguards?
Visit SecurityStraight answers
General PDF conversion includes Excel, CSV, JSON, text, OCR, and embedded-image ZIP downloads. Excel and CSV exports are available on all plans. Xero, QuickBooks-ready CSV, QuickBooks Web Connect (.QBO) and printable reconciliation PDF exports require Pro or above. Learn more
Scanned statements are processed with OCR and use the same opening-balance, transaction and closing-balance check as digital statements. OCR recognition can vary with scan quality, so review the result. Learn more
Standard conversion outputs expire after 24 hours. Statement PDFs expire after 7 days and ledger data after 30 days; backups are overwritten within 7 days, and you can delete a batch or request account deletion at any time. Learn more
For more detail, read the PDFDrill Security page.
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