PDF.it

PDF Tools Built for Accounting Teams

Pull tables out of bank statements, digitize vendor invoices, convert PDFs to Excel, and protect client returns — all without leaving your browser. Files are deleted immediately after download.

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Where Accounting Teams Lose Hours Every Week

A surprising amount of an accountant's week is spent moving numbers out of PDFs — bank statements, vendor invoices, expense reports, 1099s. PDF.it cuts that work down to minutes instead of hours.

Bank statements locked in PDFs

Month-end close means dozens of statements to reconcile. Retyping amounts into Excel is slow and mistake-prone.

Invoices that don't map cleanly to QuickBooks

Vendor invoices arrive in inconsistent layouts. Getting line items into your accounting software requires manual entry.

Scanned historical archives

Years of paper statements in file cabinets need to become machine-readable before they're useful for audits or reviews.

Large tax return packages

Consolidated returns with schedules and K-1s easily exceed 50MB — too big for client portals and email attachments.

Engagement letters that sit unsigned

Printing, signing, scanning, and emailing engagement letters is a bottleneck at the start of every tax season.

Client data that has to stay private

SSNs, EIN numbers, and account balances can't be sent over unsecured channels. Password-protection on outgoing PDFs is non-negotiable.

The Six Tools Every Firm Uses

Every tool below runs in your browser. No plugins, no desktop installs, no uploaded files sitting on a vendor's server.

Table Extraction to Excel

Pull line items out of bank statements, credit card statements, and vendor invoices straight into XLSX. Works on both digital and scanned PDFs.

Extract tables

PDF to Excel

Convert entire PDFs to XLSX in one pass. Preserves column structure, headers, and number formatting where possible.

Convert PDF to Excel

Smart Extraction

Ask for specific fields — invoice number, due date, total, vendor name — and get a structured JSON output. Great for batch invoice processing.

Extract data

OCR Scanner

Turn scanned statements and faxed invoices into searchable, extractable text. A required first step before pulling tables out of scans.

Run OCR

Password Protect & eSign

AES-256 encryption on tax returns before you send them. Session-only eSign for engagement letters — no signature library stored server-side.

Protect a PDF

Compress & Merge Archives

Combine K-1s, schedules, and worksheets into one clean PDF. Compress large packages to fit client portal upload limits.

Compress a PDF

Four Real Workflows

These are sequences bookkeepers, CPAs, and in-house finance teams run on PDF.it during close, audit, and tax season.

Reconciling a month of bank statements

  1. 1Upload each statement to /table-extraction.
  2. 2Let Document AI parse the transactions into structured rows.
  3. 3Download the XLSX and import into QuickBooks, Xero, or your general ledger.
  4. 4Total reconciliation time drops from hours of retyping to minutes of review.

Digitizing a stack of vendor invoices

  1. 1Run each invoice through /smart-extraction.
  2. 2Request invoice number, date, vendor, subtotal, tax, total as fields.
  3. 3Get a clean JSON you can paste into QuickBooks or your AP system.

Preparing a consolidated tax return for a client

  1. 1Merge the 1040, schedules, and K-1s at /merge-pdf.
  2. 2Compress the merged file at /compress-pdf if it exceeds the client portal's size limit.
  3. 3Password-protect the final PDF at /encrypt-pdf before sending.

Digitizing a historical paper archive

  1. 1Scan a batch of old statements at 300 DPI.
  2. 2Run them through /ocr-scanner to make the text extractable.
  3. 3Push the searchable PDFs through /table-extraction to build an audit-ready Excel.

Which Plan Fits an Accounting Firm?

Table extraction is Business-tier. That's where most firms start. High-volume shops and anyone digitizing archives move to Enterprise for the 2,000 pages/month cap.

Business

$13.99/month— recommended for CPAs & bookkeepers
  • Table extraction — 200 pages/month
  • Smart extraction for invoice fields
  • PDF to Excel / Word / PowerPoint
  • OCR scanner
  • eSign with session-only signatures
  • Password protect & AES-256 encryption
  • Files up to 1GB
  • Unlimited conversions & batch processing
Start 30-day free trialCompare all plans

Reconciling more than 200 pages/month? Enterprise unlocks 2,000 pages + priority processing queue.

Client Data Stays Private

PDF.it processes your files in real time and deletes them the moment you download the result. We never store, read, index, or share your documents. All transfers are SSL-encrypted. Tax returns, W-2s, 1099s, and bank statements never sit on our servers.

  • Files deleted immediately after download
  • SSL-encrypted transfers
  • AES-256 encryption on password-protected PDFs
  • No reusable signature libraries stored server-side
  • No file storage, ever
  • No indexing, no analytics on document contents

Frequently Asked Questions

How accurate is table extraction from bank statements?+

PDF.it uses Google Document AI's Form Parser under the hood, which handles multi-column bank statements, credit card statements, and vendor invoices with structured tables reliably. For scanned statements, run OCR first so the text is machine-readable, then extract.

Can I extract tables from scanned PDFs?+

Yes. Send the scanned PDF through our OCR scanner first to add a text layer, then run table extraction. The combined workflow turns paper statements, historical archives, and faxed invoices into XLSX files.

Does PDF.it store client financial documents?+

No. Files are processed in real time and deleted the moment you download the result. All transfers are SSL-encrypted. We never store, read, index, or share your documents — which matters when you're handling W-2s, 1099s, bank statements, and tax returns.

Can I password-protect tax returns before sending them to clients?+

Yes. Our encrypt-pdf tool applies AES-256 encryption with a password of your choice. Many CPAs pair the password with the last four digits of the client's SSN or a shared phrase established during onboarding.

What plan covers accounting workflows?+

Business is the right fit for most firms: 200 pages/month of table extraction, 1GB files, unlimited conversions, and eSign for engagement letters. High-volume firms or anyone digitizing historical archives should look at Enterprise for 2,000 pages/month.

30 Days of Business Plan, Free

Start with the full Business tier — table extraction, smart extraction, eSign, 1GB files. No charge for 30 days. Cancel any time.

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