What is FilesToSheet and how does it work?

FilesToSheet is an AI-powered financial document converter that transforms PDF invoices, bank statements, financial reports, and receipts into clean Excel (.xlsx) and CSV spreadsheets using multimodal vision AI. It automatically identifies tabular structures and column hierarchies without requiring manual bounding box setup.

How do I convert a PDF bank statement or invoice to Excel?

Upload your document to FilesToSheet via drag-and-drop. The multimodal AI extracts line items, validates totals and math consistency, and generates a formatted Excel (.xlsx) or CSV file compatible with QuickBooks, Xero, and Excel in seconds.

Can FilesToSheet extract tables from scanned documents or mobile photos?

Yes. FilesToSheet supports native PDFs as well as scanned documents, smartphone photos, and receipts across PDF, PNG, JPG, and WebP formats, handling skewed angles, shadows, and borderless tables.

Is FilesToSheet safe for confidential financial documents?

Yes. FilesToSheet operates under a zero-retention privacy architecture where all uploaded documents and extracted records are automatically purged after 24 hours. Your data is encrypted at rest (AES-256) and in transit, and is never used to train AI models.

Does FilesToSheet offer a free trial?

Yes. Every new user receives 5 free extraction credits upon signup with no credit card required. Additional credits can be purchased in pay-as-you-go packs that never expire.

What file formats are supported?

FilesToSheet supports PDF files (digital PDFs, scanned PDFs, multi-page PDFs) as well as image formats including PNG, JPG, and WEBP. You can export extracted output to Microsoft Excel (.xlsx), CSV, or JSON.

Can it extract complex bank statements and invoices?

Yes! FilesToSheet uses multimodal AI vision models specifically trained to recognize table borders, date columns, transaction descriptions, debit/credit amounts, tax rates, and sub-totals automatically.

Is my financial data secure and private?

Yes, 100%. We strictly do not keep your data. Your original uploaded document (PDF or image) is deleted immediately after extraction completes. All extracted tabular columns and spreadsheet records are automatically purged after 24 hours. All transfers are encrypted with 256-bit TLS/SSL, and we never train public AI models on your private documents.

What happens if a page fails to extract correctly?

Our AI engine delivers high precision. If a document fails due to file corruption or unreadable scans, consumed credits are credited back to your workspace balance.

No! Purchased credit top-up packs do not expire at the end of the month. Use them whenever you need them.

How do I convert PDF financial statements to Excel?

Simply upload your PDF financial statement (income statement, balance sheet, or cash flow statement) to FilesToSheet. Our AI OCR engine automatically identifies and extracts all tables, preserving column headers, subtotals, and numeric formatting. You can then download the result as a clean Excel (.xlsx) or CSV file ready for financial modeling or accounting software import.

Can I convert PDF invoices to CSV?

Absolutely, upload any invoice PDF and receive a clean CSV for accounting software.

Is there a limit on the number of pages per PDF?

No strict limit; large PDFs are processed efficiently, though very large files may take longer.

How secure is my uploaded data?

All uploads and downloads travel over encrypted TLS 1.3 channels. Source documents are permanently deleted immediately upon extraction, and extracted sheet records are completely wiped within 24 hours.

Does it support multi-currency invoices?

Yes, our AI accurately identifies and extracts currency symbols and numeric values across international invoice formats.

Is there a free trial available?

Yes, new users receive free credits upon signing up to test our AI extraction capabilities on their own documents.

Do you offer API access for developers?

We are currently rolling out API access; please contact our support team if you are interested in integrating FilesToSheet into your own workflow.

AI-Powered Multimodal OCR Engine

Convert PDF Financial Statements
To Excel Spreadsheets Instantly

Stop manual data entry. Extract multi-page balance sheets, invoices, bank statements, and scanned documents directly into formatted Excel (.xlsx), CSV, or JSON with 99%+ accuracy.

Try For Free Explore Features

No Credit Card Required

Zero Data Retention

Supported Document Types Like

Financial Statements Invoices & Receipts Bank Statements Scanned Images & PDFs

FilesToSheet Real Application Interface Preview

Built For Accounting & Data Teams

Everything You Need To Automate Manual Data Entry

Eliminate hours of copy-pasting numbers from PDFs into spreadsheets. Let AI do the heavy lifting in seconds.

Precision

AI Multimodal OCR Engine

Powered by advanced AI models that read blurry scans, rotated pages, and non-standard invoice formats with human-level accuracy.

Automated

Automatic Column & Header Detection

No manual bounding box selection needed. The system auto-identifies table borders, headers, sub-totals, and line item rows.

Export

Instant Excel (.xlsx) & CSV Export

Export directly to Microsoft Excel spreadsheets or standard CSV files ready for Google Sheets, QuickBooks, or Xero.

High-Volume

Multi-Page & Batch Processing

Process 50-page financial reports or 100 invoice PDFs in bulk with background queueing and ledger tracking.

Specialized

Bank Statement & Invoice Parser

Pre-built extraction logic tailored for credit card statements, bank ledgers, tax forms, receipts, and purchase orders.

Zero-Retention

Zero Data Retention & Privacy

We don't keep your data. Original documents are deleted immediately upon extraction, and extracted tabular records are automatically purged after 24 hours (or you can delete manually).

Ready to convert your first document?

Try For Free

Tailored Solutions

Built For Your Industry Workflow

Whether you process 10 invoices a month or 10,000 pages of bank statements, FilesToSheet handles it seamlessly.

Accountants & CPAs

Financial Statements & Bank Records

Convert PDF financial statements to Excel in seconds
Extract multi-year bank statements with all columns intact
Export ready-to-import CSVs for QuickBooks & Xero

Learn more about accountants & cpas workflow

Real Estate & Property

Rent Rolls & Lease Agreements

Parse complex landlord rent rolls into structured sheets
Extract tenant ledger deposits and payment histories
Audit vendor repair invoices & maintenance bills

Learn more about real estate & property workflow

E-Commerce & Retail

Supplier Invoices & Freight Receipts

Convert 100s of PDF supplier invoices to inventory sheets
Extract line item SKUs, quantities, and unit prices
Reconcile shipping manifest fees automatically

Learn more about e-commerce & retail workflow

Financial Analysts

Convert PDF Financial Statements to Excel

Extract tables from complex multi-column financial reports
Convert income statements, balance sheets & cash flow tables to Excel
Preserve multi-year comparison columns for financial modeling

Learn more about financial analysts workflow

Simple Pay-As-You-Go Credit Top-Ups

Transparent Pricing. No Monthly Contracts.

Buy credit packs as you need them. 1 Credit = 1 Document Page parsed into structured Excel or CSV.

Starter Pack

$9.00($0.09 / page)

100 Credits

Ideal for individuals & small teams processing occasional invoices and bills.

What's Included:

100 PDF Document Pages parsed
Export to Excel (.xlsx), CSV & JSON
AI Table & Header Auto-Detection
Custom Schema Template Builder
Email Support

Get Starter Pack

We Don’t Keep Your Data. Period.

Your financial statements, tax records, and invoices stay 100% confidential. Our infrastructure is engineered with automated, non-recoverable data purges so you can convert with complete confidence.

Original Files Deleted Immediately

The instant your table extraction is finished, the uploaded source document (PDF or image) is permanently erased from our cloud storage.

Extracted Data Purged in 24 Hours

All extracted tabular columns and spreadsheet row items are automatically wiped after 24 hours by automated maintenance cron jobs, or you can delete them manually at any time.

256-Bit SSL & Zero AI Training

All transfers are encrypted with TLS 1.3. We never sell, inspect, or use your confidential documents to train public AI models.

Got Questions?

Frequently Asked Questions

Everything you need to know about credit top-ups, formats, and AI extraction accuracy.

1 Credit allows you to extract tables and data from 1 PDF document page. For example, a 5-page bank statement uses 5 credits. Your credits never expire as long as your workspace account is active.

Convert PDF Financial Statements To Excel Spreadsheets Instantly