PDF to Excel Converter

The PDF to Excel converter extracts data from PDF documents and transforms it into clean, organized Excel spreadsheets. Powered by AI, it handles everything from simple tables to complex unstructured documents.

Two Conversion Modes

Tabular Mode

Best for PDFs with clear table structures:

Bank statements
Invoices with line items
Financial reports
Data exports
Structured forms

Features:

Automatic table detection
Column alignment
Multi-page table support
Option to combine tables

Non-Tabular Mode

Best for unstructured or complex PDFs:

Contracts and agreements
Scanned documents
Mixed-layout PDFs
Forms with varied formatting
Documents with embedded text

Features:

AI-powered extraction
Custom field specification
Instruction-based processing
Handles scanned documents (OCR)

How to Convert

Step 1: Access the Converter

Click PDF to Excel in the sidebar
Or use the converter from a chat

Step 2: Upload Your PDF

Drag and drop your PDF file
Or click to browse and select
Multiple files supported

Step 3: Choose Mode

For Tabular PDFs:

Select "Tabular" mode
Optionally enable "Include non-table data"
Optionally enable "Combine tables into single sheet"

For Non-Tabular PDFs:

Select "Non-Tabular" mode
Specify fields to extract
Add custom instructions (optional)

Step 4: Convert

Click Convert
Wait for processing
Download the Excel file

Specifying Extract Fields

For non-tabular mode, tell the AI what to look for:

Example fields for invoices:

Invoice number
Invoice date
Vendor name
Line items
Subtotal
Tax
Total amount

Example fields for contracts:

Party names
Effective date
Term length
Key obligations
Payment terms

Enter fields separated by commas or press Enter after each.

Custom Instructions

Add instructions to guide the extraction:

Examples:

"Extract only the first 5 pages"

"Translate all text to English"

"Ignore headers and footers"

"Format dates as MM/DD/YYYY"

"Calculate totals for each category"

The more specific your instructions, the better the results. Tell the AI exactly what you need.

Conversion Options

Include Non-Table Data

When enabled (tabular mode):

Extracts text outside tables
Captures headers and notes
Preserves context

Combine Tables

When enabled (tabular mode):

Merges all tables into one sheet
Useful for multi-page tables
Maintains column alignment

Credit Usage

PDF to Excel conversions use tool credits:

Conversion	Credits
Per PDF file	2 credits

Check your credit balance in Billing.

Supported PDF Types

Works Well

Native PDFs (created digitally)
Clear table structures
Standard fonts
Good image quality (for scans)

May Need Adjustment

Complex multi-column layouts
Heavily formatted documents
Very low-quality scans
Handwritten content

Tips for Better Results

Prepare your PDF:

Use highest quality available
Ensure text is selectable (if possible)
Split very large PDFs

Optimize extraction:

Use tabular mode for tables
Specify exact fields needed
Provide clear instructions

Troubleshooting

Extraction Missing Data

Try non-tabular mode
Specify the fields explicitly
Check PDF isn't corrupted

Tables Misaligned

Use "Combine tables" option
Try non-tabular with field specification
Check source PDF formatting

Slow Processing

Large PDFs take longer
Scanned PDFs need OCR
Complex layouts require more processing

Poor Quality Results

Check source PDF quality
Use higher resolution scans
Simplify extraction fields

Use Cases

Finance

Bank statement conversion
Invoice processing
Expense report digitization
Financial statement extraction

Operations

Purchase order processing
Shipping document conversion
Inventory list digitization
Form data extraction

Legal

Contract data extraction
Compliance document processing
Agreement term extraction

Research

Survey result compilation
Report data extraction
Academic paper data mining

Integration with Chat

After conversion, continue in AI Chat:

Convert your PDF
The Excel file is added to your files
Open a new chat
Attach the converted file
Ask questions about the data