Extract invoices and statements into Excel without manual entry
SendItSheets turns client PDFs into clean spreadsheets you can review and export. Batch process invoices, bank statements, and purchase orders in minutes not evenings.
- Batch upload PDFs (folders, monthly packs, or vendor exports)
- Review and edit results before export
- Export to Excel, CSV, or JSON for your workflow
Your “done by Friday” workflows without the copy/paste
SendItSheets is built for the work accountants and bookkeepers do repeatedly: importing bills, reconciling bank activity, and turning messy PDFs into reviewable tables.
Invoice to Excel
Extract vendor name, invoice number, dates, line items, tax, and totals. Great for monthly bill entry and AP cleanup.
Open invoice converterBank statement to Excel
Turn statement PDFs into a transactions table you can filter, categorize, and reconcile faster.
Open bank statement converterPurchase order to Excel
Extract PO line items into clean columns (SKUs, quantities, unit cost) for procurement and matching.
Open PO converterHow bookkeepers use SendItSheets each month
This page is meant to convert and rank without competing with your converter pages. It points users into the right tool once they’re ready.
Upload a client’s monthly PDF pack
Drag in invoices, statements, and vendor PDFs (even mixed layouts). SendItSheets is designed for batch input.
Review the extracted tables
Scan for exceptions instead of entering everything. Adjust any fields before exporting (great for messy PDFs).
Export to Excel / CSV and reconcile
Export clean columns you can filter, pivot, categorize, and reconcile — then import or post as needed.
Designed for speed + confidence
Most “PDF to Excel” tools optimize for quick conversion, not financial workflows. SendItSheets optimizes for structured outputs you can actually use.
Tip: link this page from your invoice/bank/PO converters as “For accountants & bookkeepers” to strengthen topical authority.
FAQ
Answers to what accountants and bookkeepers ask before they trust a tool with client documents.
Turn client PDFs into spreadsheets you can actually use
Upload a small batch, review the output, and export to Excel or CSV. If it saves you time on the first run, it’ll save you time every month.
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