What converts well
- Reports exported from accounting software as PDF: aging reports, trial balances, sales by customer.
- Invoices and bills with a table of line items.
- Price lists and catalogs with regular columns.
After the conversion
Header and footer lines (company name, page numbers) come through as rows of their own: sort or filter them out in Excel. If a long description spills into a neighboring column, the preview shows it before you download.
Fixing common results
- Two columns merged into one: happens when columns sit very close on the page. Use Excel's Data > Text to Columns on that column, split by spaces.
- A description split over two rows: the second row has text but no amount. Sort by the amount column to find them, then join the text into the row above.
- Totals and subtotals included: they're rows like any other. Delete them before summing, or your totals count twice.
PDF to Excel or a bank statement converter?
This tool rebuilds the table exactly as it appears. For bank and credit card statements, use the bank statement to Excel converter instead: it reads deposits and withdrawals into one signed amount column, adds the year to dates, joins multi-line descriptions and checks the result against the statement's opening and closing balances.