About Doc2Excel
Built for the statement history your client cannot export.
Doc2Excel helps solo bookkeepers and small firms recover historical bank and credit card transactions from PDFs, with a human review step before spreadsheet or QuickBooks import work.
- Free extraction first
- Review before export
- Private short-lived uploads
Free first
Clear original PDFs are converted free before paid AI is ever offered.
Preview before export
Review the rows before downloading so you can catch shifted columns, missing amounts, or repeated headers.
Short-lived files
Production uploads are private and scheduled to expire after 24 hours, as described in the privacy policy.
Why it exists
The hard part is trustworthy rows.
Copying a table out of a PDF is easy when every row is perfect. Real statements and reports contain repeated headers, wrapped descriptions, scans, balance summaries, and columns that shift between pages.
Doc2Excel is designed around that reality: extract the rows, show what was found, preserve the usable free result, and use AI cleanup only when the source genuinely needs it.
The product does not replace accounting judgment. Downloads should be compared with the source before they are used for bookkeeping, tax work, reconciliation, or software import.
What you can expect
- Clear descriptions of every download
- Honest QuickBooks CSV labeling
- AI charged only when it improves the result
- A visible review step before download
- Plain-language privacy and file-deletion details
- Support for purchase and conversion problems