PDF Tools for Accounting and Finance

Statements, invoices, and spreadsheet exports are the daily material of accounting work. Here's which tools handle the conversions and organization that come up most.

• Merge PDF

  Combining twelve months of separate bank or credit card statement PDFs into one file, in chronological order, is a direct, common use of this tool.

• Excel to PDF

  Turning a spreadsheet of figures into a fixed, shareable PDF for a client or auditor — one that won't be accidentally edited — is exactly what this tool produces.

• PDF to Word

  Extracting the text of a received PDF invoice or statement into an editable document, for example to reuse language in a client letter, is what this tool converts to.

• Split PDF

  Separating one combined statement PDF back into individual account or period files, when a client or system needs them separately, is what this tool does.

• Excel to XML

  Handing off a spreadsheet export of transactions or ledger entries to a system that ingests structured XML rather than a spreadsheet is what this tool converts to — a generic, honest XML structure, not a guess at any specific accounting system's proprietary schema.

• XML to Excel

  Turning a structured XML data export back into a real, openable spreadsheet for review is what this tool produces.

• CSV Cleaner

  A transaction export with stray whitespace or blank rows from a bank or payment processor is a routine annoyance before that data can be imported anywhere else — this tool trims it in one pass.

• JSON to Excel

  Many accounting and payment platforms expose transaction or invoice data as JSON through their API — turning that into a real spreadsheet for review or reconciliation is what this tool does.