PDFGridly
FINANCIAL STATEMENT EXTRACTION

Convert PDF Financial Statement to Excel & CSV

Transform PDF bank statements, balance sheets, and audit reports into structured spreadsheets with click-to-highlight source tracking.

Drop it in PDFGridly.

Drop your invoice or financial PDF here

or click to browse from your computer

Limits: Text PDF only • Max 10 pages • Max 10 MB
No invoice on hand?
Secure In-Memory Processing
Deleted Automatically
XLSX, CSV & Clipboard Copy
Product Preview Click any row to highlight it in the PDF
PDFGridly Studio — acme_invoice_1042.pdf
Page 1 of 1
Original PDF Document 100% Zoom
ACME CLOUD CORP
100 Innovation Way, Suite 400
INVOICE #INV-2026-1042
Date: Sep 14, 2026
Description Qty Amount
Cloud Dedicated Engine 1 $1,450.00
Replication Database Node 2 $850.00 PDF Coordinate Focus
24/7 Priority Support SLA 1 $540.00
Balance Due: $2,840.00
Real-time visual bounding box coordinates
Invoice #
INV-2026-1042
Date
2026-09-14
Total
$2,840.00
#
Item Description
Qty
Total
1
Cloud Dedicated Engine
1
$1,450.00
2
Replication Database Node
2
$850.00
3
24/7 Priority Support SLA
1
$540.00
3 rows verified ∑ Sum: $2,840.00
Ready for immediate export:
Copy TSV Download XLSX

How it works: 3 Simple Steps

01

1. Upload your PDF

Drag and drop any text-based invoice or financial statement.

02

2. Review extracted data

Inspect numbers, edit cells, and verify side-by-side with your original PDF.

03

3. Export clean Excel or CSV

Download structured spreadsheets formatted with proper column types.

Accounting Workflow

Step-by-Step Financial Statement Extraction Workflow

Follow this exact 3-step pipeline to extract ledger entries and transactions without corrupted column offsets:

1

Drop Statement in PDFGridly

Upload your text-based statement. Our coordinate engine clusters text tokens by vertical and horizontal baselines in volatile memory.

2

Verify Columns & Auto-Sum

Inspect debits, credits, and balances in the Airtable-grade editor. Click cells to highlight original PDF coordinates and verify totals.

3

Export to XLSX or CSV

Download formatted Excel workbooks or copy TSV directly to your clipboard for instant pasting into Google Sheets or accounting software.

Example: Bank & Statement Ledger Extraction

Here is how PDFGridly cleanly parses multi-column financial statements while preserving mathematical signs and date baselines:

Sample Extracted Statement Table 100% Coordinate Verified
DateTransaction DescriptionDebit ($)Credit ($)Balance ($)
2026-09-02AWS Cloud Hosting Services-142.50—14,857.50
2026-09-04Stripe Merchant Payout #9401—+3,400.0018,257.50
2026-09-08Office Supplies Depot Inc-89.20—18,168.30

Transparent Document Limitations

  • Text PDF Only: Files must have selectable text glyphs. Flat raster scans or photocopies without OCR cannot be processed.
  • Page Limits: In this release, documents are limited to a maximum of 10 pages and 10 MB per file.
  • Security Guarantee: Zero disk retention. No financial records are stored, audited, or backed up on server storage.

Frequently Asked Questions About Financial Statement Conversion

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