--- title: "PDFExcel Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PDFExcel Software - reviews, pricing plans, popular comparisons to other Data Extraction products and more." source_url: "https://www.capterra.com/p/10042842/PDFExcel/" page_type: "product" language: "en" --- # PDFExcel Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 23, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) PDFExcel ## What is PDFExcel? PDFExcel is software that converts PDFs, scanned documents, and images into structured spreadsheets. Using specialized extraction models, it interprets document layouts across formats. The three-step workflow involves uploading files, selecting fields for extraction, and delivering data as Excel or CSV files without templates or manual reformatting. The platform processes documents through optical character recognition, layout analysis, and validation, enabling it to handle complex structures such as financial tables, merged cells, and headers. It extracts data from invoices, bank statements, contracts, purchase orders, and tax forms. PDFExcel integrates with cloud services such as Google Drive and SharePoint for automated processing, detecting new files and delivering structured output to designated folders. Security features include encryption, isolated processing, and automatic deletion after extraction. ## What is PDFExcel used for? [OCR](https://www.capterra.com/ocr-software/)[Data Extraction](https://www.capterra.com/data-extraction-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $69 Usage Based, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PDFExcel?[Manage this product listing](https://www.g2.com/products/pdfexcel/claim_requests/new?auto=true) ## FAQs about PDFExcel Overview ### What company size and specific industries is PDFExcel built for? PDFExcel is designed for accounting and finance teams in businesses of all sizes, especially small and mid-sized companies that rely on bookkeeping, accounts payable, tax, and audit work. It also fits CPA firms, tax preparation practices, and other organizations where controllers, auditors, and finance professionals handle financial data. Features and Usability ### What are the key features of PDFExcel? PDFExcel offers data extraction and document conversion as its core features. Data extraction supports pulling information from PDF files, while document conversion handles transforming files between PDF and Excel formats. These functions focus on moving structured content between documents and spreadsheets. Pricing ### How much does it cost and what fees or limitations are included? PDFExcel starts with a free plan for 10 documents per month, plus a free trial. Paid plans begin at $69 per month for the Starter plan with 50 documents and $1.50 per extra document. Pro costs $199 monthly for 200 documents, and Business costs $699 monthly for 1,000 documents. Integrations ### Which third-party tools and platforms does PDFExcel integrate with? PDFExcel connects natively to Airtable, Google Drive, Microsoft Power Automate, MySQL, NetSuite, Notion, PostgreSQL, QuickBooks Online, Tableau, Xero, and Zapier. It covers file storage, automation, databases, finance, and analytics tools for importing, exporting, and syncing document data across common business systems. Getting Started and Support ### What training and onboarding options does PDFExcel offer? PDFExcel provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and feature review. Getting Started and Support ### What customer support options does PDFExcel offer? PDFExcel provides Email/Help Desk, FAQ/Forum, and Knowledge Base support. These channels give users direct help, self-service answers, and community-style guidance. No reviewer feedback is available here to describe response times or support quality, so only the listed support options can be confirmed. ## Features AI summary Based on 957 Data Extraction reviews Capterra reviewers highlight these as the OCR features buyers care about most: - **Secure Data Storage** (**51%** of reviewers rated this feature as critical) - **Convert to PDF** (**52%**) - **API** (**58%**) PDFExcel is positioned around OCR-related document handling, giving teams a way to work with scanned files and extracted data in a more efficient format. Its capabilities can help businesses process document content, move information into usable outputs, and support day-to-day file workflows, allowing teams to handle records more efficiently and reduce manual data entry. Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10042842/PDFExcel/pricing/) Free Plan $0.00 It includes: - Excel, CSV, & QuickBooks export - OCR for scanned documents - 20 MB max file size per document - No overage allowed; users must upgrade to continue usage beyond the cap Starter Plan $69.00 Usage Based,Per Month It includes: - Excel, CSV, & QuickBooks export - OCR for scanned documents - 20 MB max file size per document Pro Plan $199.00 Usage Based,Per Month It includes: - Automated pipelines - Excel, CSV, & QuickBooks export - OCR for scanned documents - 20 MB max file size per document Business Plan $699.00 Usage Based,Per Month It includes: - Automated pipelines - Excel, CSV, & QuickBooks export - OCR for scanned documents - 20 MB max file size per document ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Notion](https://www.capterra.com/p/186596/Notion/)[ Tableau](https://www.capterra.com/p/208764/Tableau/)[ Airtable](https://www.capterra.com/p/146652/Airtable/)[ MySQL](https://www.capterra.com/p/11482/MySQL/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.