📊 Accountants & bookkeepers
Accounting runs on numbers trapped inside PDFs: bank statements, supplier invoices, management packs, audit schedules. The work is nearly always extraction, reconciliation and packaging. These workflows cover getting data out cleanly, keeping the audit trail intact, and producing client-ready documents.
Twelve months of bank statements need to become one reconciliation sheet.
Converts tabular content into a real .xlsx workbook with columns preserved rather than a single pasted text column.
If the statements are scans, OCR first — conversion can only reconstruct tables that have a text layer.
Merge the twelve statements into one file first if you want a single workbook rather than twelve.
A client hands over a folder of photographed receipts for the quarter.
Capture paper receipts directly from a phone camera into a single multi-page PDF.
Add a text layer so amounts, dates and supplier names become searchable in your document system.
Reduce the batch to an archivable size before it goes into the client file.
One consolidated pack must go out as separate per-entity extracts.
Split by page ranges, or let Smart Split propose boundaries based on where each entity's section begins.
Pull a single schedule out for a query without sending the whole pack.
Encrypt anything containing payroll or personal data before emailing it.
A client wants the headline numbers from a 40-page annual report.
Extracts KPIs, rebuilds the key tables and charts, and flags risks — exportable as a formatted report.
Add a short narrative summary for the covering email.
Bill the engagement with a professional invoice generated and downloaded as PDF.
Every tool referenced above, in one place.
Convert document data to an Excel workbook.
🔎Make scanned PDFs searchable and selectable.
📊Turn reports into KPIs, tables and charts.
✂️Extract or split pages.
📎Combine multiple files into one.
🗜️Reduce file size.
🖨️Scan paper documents with your phone camera.
🔒Add encryption and passwords.
🧾Create professional invoices and download as PDF.
📝Make PDFs editable.
Table reconstruction is very good on born-digital statements and weaker on dense scans. Foot the converted columns against the PDF totals before you build anything on top of the data.
The converted workbook is a working file. For audit trail purposes, retain the original PDF alongside it — ideally converted to PDF/A for long-term storage.
Payroll schedules and bank data should be protected at the point of export. Applying a password after a file has already been sent unprotected achieves nothing.
Very accurate on born-digital statements exported by a bank, because the table structure is present in the file. Scanned statements need OCR first and should always be spot-checked against printed totals.
Conversion, splitting, merging, compression and encryption run entirely in your browser, so client files never leave your device. The AI tools send extracted text to our AI infrastructure; each tool page states which applies.
Yes — your business details and preferred currency persist between sessions, so recurring billing takes seconds.
AI Analyst reads a report and rebuilds the decision-relevant figures, tables and charts, together with insights and risk flags, in an exportable format.