PDF convert in to Excel

PDF convert in to Excel

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In the past ,I tried few PDF converters software on free trial version.

I am thinking owning one, but my friend is telling them that the cost of software is small. The catch is how much do you pay per scan. I did not know there are restrictions on number of documents you scan. If this is the case, it is a rental license and could potentially cost lots of money.

Does any person know a PDF converter with no string attached to the license?

Any comment would be much appreciated!

Replies (21)

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By johngroganjga
09th Jan 2014 10:48

Do you mean a converter to

Do you mean a converter to turn PDF files or Excel or Word etc.?  Or the other way round?

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By mrme89
09th Jan 2014 11:11

Copy and Paste

The best way I have found to put data from a PDF to excel is copy and paste.

If there are lots of pages you can:

View > page display > single page continuous > right click and select all > copy > paste to excel.

 

You then have to fiddle about with the spreadsheet. I've not yet come across a converter that puts everything into excel neatly though.

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Teignmouth
By Paul Scholes
09th Jan 2014 11:16

If it's PDF to Other then...

I've used Able2Extract for years, it has saved me so much wasted time.

Whilst on the subject, we've also used Adobe Acrobat for years to manipulate and do anything else to PDFs however I've been using Nuance PDF Convertor for the past two years which is far cheaper, quicker and does what Acrobat does, it also converts PFDs to Word, Excel & PPT, and the Mac version is as good as the PC version.

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Replying to FirstTab:
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By davegooding123
09th Jan 2014 13:39

Able2extract too

Paul Scholes wrote:

I've used Able2Extract for years, it has saved me so much wasted time.

Whilst on the subject, we've also used Adobe Acrobat for years to manipulate and do anything else to PDFs however I've been using Nuance PDF Convertor for the past two years which is far cheaper, quicker and does what Acrobat does, it also converts PFDs to Word, Excel & PPT, and the Mac version is as good as the PC version.

 

Another vote for Able2Extract from me too.

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Teignmouth
By Paul Scholes
09th Jan 2014 11:20

mrme89

Copying & pasting is OK but only if the PDF is character recognised, ie if it's a scan, where the software just takes a picture, you have to run it through an OCR process first and even then you'll regularly end up with weird fonts & formatting.

The two products I mention above do the lot and will recognise formatting, producing excellent results, with minimal correction needed.

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By leicsred
09th Jan 2014 11:21

Adobe online

I have an online account with Adobe I think it is £15 or so a year - this enables me to convert pdf's to word and excel. Not foolproof, but not too bad, and I don't know how good the others are!

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Man of Kent
By Kent accountant
09th Jan 2014 11:26

Able2Extract

Another vote for this.

Go for the professional version - brilliant. Has saved me loads of time especially where clients don't have on-line banking and I've converted pdf bank statements to csv files and imported into Xero.

 

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By mrme89
09th Jan 2014 11:30

Paul, many thanks for that suggestion. Now just to convince the IT departments that it will be ok to download!

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By User deleted
10th Jan 2014 14:29

Agree ...

... with Paul and KA,aAble2Extract is brilliant.

Whilst talking to IT I would recommend Avanquests Expert pdf professional too - this is a brilliant pdf writer and editor that allows you to password protect pdf's and is far cheaper than the full blown Adobe. You just print in the normal way but select it as your "printer" and then it asks you where you want to save the document,

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By Sheepy306
09th Jan 2014 15:43

Able2Extract
Another vote here for Able2Extract, I purchased it last year (on the recommendation of Mr Scholes over a pint at St Pancras Station!) for 1 specific job I was doing. It saved me loads of time and I'm sure it will do again in the future. And I think it was just a one-off purchase fee with no annual subscription.

The conversion was perfect and I was able to manipulate data once into Excel no problem.

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By Cantona1
09th Jan 2014 16:09

Thanks every one who has contribute to this thread! 

Kent Accountant! That is exactly what I want to use.

Go for the professional version - brilliant. Has saved me loads of time especially where clients don't have on-line banking and I've converted pdf bank statements to csv files and imported into Xero 

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By Cantona1
10th Jan 2014 10:25

I have tried a trial version of Able2 Extract to see how the scan appear in excel. I need a license to get the result in excel.

If I were to buy the license, can I use it with out restriction, i.e. the number of documents I can scan? The reason for asking this is that I heard the vendors charges extra per scanned documents.

Can someone please clarify?

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Replying to tom123:
Teignmouth
By Paul Scholes
10th Jan 2014 12:27

unlimited

Hi Cantona1 - I've been using it for years for loads of docs and have never heard anything about a limit

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By Cantona1
10th Jan 2014 15:03

Hi Paul,

Thanks!

According to  the web site, the price of a single user license is $129. I do not think it is expensive if it is a one-off fee. 

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By Karen Bennett
12th Jun 2014 12:53

Bank Statements to Excel

Hi Cantona1,

OCRex has a PDF converter specifically designed to convert bank statements to excel, CSV or for importing into your accounts software system such as Xero, Sage, IRIS, VT, Digita and much more, called AutoRec.

AutoRec extracts transactional information from bank, online or credit card statements. It can identify what bank the statement is coming from, what type of statement (online, current or business account, etc) and simply capture all the data you need form the PDF.  

If you have a PDF file you don’t need to scan the bank statement you can simply upload the PDF to AutoRec and it’ll do all the work for you. If you have hard copies of the bank statement you, yourself need to scan the bank statement and save it as a PDF then upload to the software. You can scan the statements on a standard office scanner.

It can also go one step further by identifying presented and unpresented cheques and you can complete a payment and receipt analysis then export to your accounts software.

Regarding pricing we have four different packages depending on how many bank statement pages you would process in a year. The packages start from £99 for an annual subscription. The price per page collapses as the volume of bank statement per year increases. Training and support is also included in that price.

We are also launching a new data extraction solution on the market called DocuRec that does exactly the same thing but for invoices, receipts, purchase order, packing slips and more.

Here are other discussions that also address this same issue.

https://www.accountingweb.co.uk/anyanswers/question/bank-statement-reader

https://www.accountingweb.co.uk/anyanswers/question/how-convert-hard-copy-bank-statements-excel

OCRex has lots of case studies and testimonials too from our customer which can be found on our website www.ocrex.com. We have nearly 1,000 accounting practices subscribing to AutoRec in just two years.

I could show you a demo of how the software works? It is an online demonstration and takes approximately 15 minutes.

I hope that helps Cantona1.

Thanks, Karen 

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By IndusAcc
17th Oct 2014 00:15

Smartrex(OCR) - Convert Bank Statements to Excel

Hi Everyone,

 

Smartrex (OCR) is a bank reconciliation and analysis software. It reads bank statements and extracts information and convert bank statements to excel making it an effective bank statement reader software.

www.smartrex.co.uk

 

Smartrex(OCR) is the web based solution making it only Online Bank Statement Extraction software in the market which extract information convert bank statements to Excel, PDF and CSV.

 

I came across this software which is real value for money. It is the cheapest I found in the market which convert bank statements to excel. They do not charge per page. In just £50 per month you can convert unlimited bank statements(PDF/TIFF/JPG) to excel. i.e 1000 or 10000 pages of statements. They do not have restrict you. Simply amazing and there is no hidden cost.

http://www.smartrex.co.uk/smartrexpricing.html

 

Do not forget to thank me if you find that useful. Thank you.

 

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By ocrex_software
19th Nov 2014 18:41

Online v's desktop software

 

Desktop (non web based) software alternatives ensures the capture is done on your own computers, within your own organisation. This is the most secure because the bank statements don't ever leave your computer and therefore, nobody but you ever sees this data and no other organisation processes it or stores it. 

If you are looking for an online solution, that's fine, just be sure that the solution/service you choose provides adequate security of the data and you know what exactly is going on with your data. You may want to clarify if the solution is in fact a software solution alone or will any person(s) ever interact/see your, or your clients' statements? 

Cloud/web/online based capture software/solutions/products/services (whichever they call themselves) may use technology alone and just provide a web based interface, or as is the case with most capture solutions, they use technology to automatically capture data where possible (to reduce costs) and supplement this with human data processors for accuracy verification and any further data entry required. Thus they might be better described as smart cloud based BPO service providers. This is okay, but do consider the security implications if you are using the service for your clients' data. If there is human processing as part of the offered solution, is this carried out by staff of the company you are paying, or do they further outsource it to other companies/agents? Who is answerable to what happens with that data?

If the online solution does not have humans verifying the accuracy of the data, it will not always be accurate. And if it's not accurate, is it of any use? Would you be happy if a payment of 1,000 pounds was recognised as a payment for 11,000 pounds because there was a handwritten tick mark beside the printed number? Also, even if they don't routinely have data processors view the data, they might use the problem statement images as test cases to improve the product - i.e. so that it might be able to recognise that format better (or at all) the next time it sees one similar to it. Thus, the developers of that service have visibility and access to the statements. 

If you are considering an online solution, I suggest you ask the following questions of the service provider:

1) Are the statements uploaded ever accessible or viewable by any staff of the service provider or worse, third party companies/agents/contractors to the service provider? 

2) If they are, are all of the statements automatically redacted to hide all Personally Identifiable Information (PII) before they are ever viewed by a staff member and if only being used by developers to improve the product, will you be asked for your permission, on a case by case basis, with regard to each and every statement belonging to you before doing so?

3) If you are the human verifier of accuracy through your interaction with the web application, are they storing your statement images in an non-redacted format. If they are redacted, are they redacted automatically. They should be.

Then ask yourself if you're content with the answers.

Finally. If you want to use an online service hybrid, try www.StatementRec.com. It's easy to use, offers 100% accuracy every time, is using banking grade SSL security throughout, automatically redacts all Personally Identifiable Information from images upon upload, does not outsource anything to any unconnected third parties and is delivered by OCREX, makers of AutoRec, a product which has just become the first ICAEW accredited statement capture/reconciliation product that there has ever been. 

Regards,

Brendan Woods

 

 

 

 

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By j0nnybr4v3
03rd Feb 2015 00:01

Nice, I will try PDF converter with no string attached to the license that makes it awesome..

.

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By liorwn
14th Feb 2015 03:40

PDF2XL is the most professional solution in the market

I'd highly recommend you consider trying PDF2XL by Cogniview. They have the most professional PDF to Excel conversion solution in the market and their support is out of this world. 

The main features you should be concerned about PDF to Excel conversion are:

Do you have to upload your document anywhere? (With any desktop software, you won't need to)Can the software support scanned PDF files and perhaps other formats like TIFF?Can you convert unstructured date as well as simple tables to a new structured format? (PDF2XL is the only one that can do this outside of software like Monarch)Can you tweak the layout and the location of the fields manually before conversion and not just remove/add columns/rows? Does the software allow you to define field types to match in Excel (like Date/Currency/Number/etc)?
 

When you do your research, make sure to see how comprehensive you need the software to be or if you just require a straight up PDF to Text, that happens to end up in Excel vs. you need to extract the data and make it available to use and process later.

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By quickbpro
07th Sep 2015 23:00

Best Tools for PDF Bank Statements into EXCEL or CSV

I use either of two tools for this:

PDX2XL by Cogniview: $399 for the OCR edition (if the statements are scanned), fully customizable

and

PDF2CSV by Money Thumb: $59.99 but, no OCR Support, required digital bank statements

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By tponnier
20th Apr 2017 06:28

Another great tool I have been using for PDF to CSV/Excel conversion is IntelliGet ( http://www.mountonetech.com/intelliget ). There is just a yearly license fee for the download and then you can convert as many documents as you want on your PC. No need to upload on the internet/cloud.

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