# PDFExcel Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about PDFExcel Software - reviews, pricing plans, popular comparisons to other OCR products and more. Source: https://www.capterra.com/p/10042842/PDFExcel --- # PDFExcel Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 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/) 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://pdfexcel.ai/&name=PDFExcel) ## FAQs about PDFExcel Overview ### What company size and specific industries is PDFExcel built for? PDFExcel is designed for accounting teams and finance professionals in businesses of many sizes, including small firms, mid-market companies, and larger organizations. It fits accounting departments, CPA firms, tax preparation practices, accounts payable groups, controllers, auditors, and bookkeepers handling financial document work. Features and Usability ### What are the key features of PDFExcel? PDFExcel offers data extraction and document conversion as its core features. It extracts data from PDF files and converts documents into spreadsheet-ready formats, supporting workflows that move information between PDFs and Excel. 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. The $69 Starter plan includes 50 documents monthly and $1.50 per extra document, while the $199 Pro plan covers 200 documents with $0.99 overages. The $699 Business plan includes 1,000 documents and $0.59 overages. Integrations ### Which third-party tools and platforms does PDFExcel integrate with? PDFExcel integrates with 11 third-party tools, including Google Drive, Airtable, Notion, Tableau, Zapier, Microsoft Power Automate, QuickBooks Online, Xero, NetSuite, PostgreSQL, and MySQL. Its catalog covers file storage, automation, analytics, accounting, databases, and workspace platforms. 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 self-paced reference material for reviewing features and setup steps. Getting Started and Support ### What customer support options does PDFExcel offer? PDFExcel provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. No reviewer feedback about support is available, so support quality, response times, and helpfulness cannot be described from user experience data. ## Pricing Free Trial Free Version 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/) ## 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.