The result you receive from PDF to Excel data entry
- Extract only what you need: choose the data fields to pull from the PDF, each placed in its own column in an agreed order.
- Convert entire tables: recreate the PDF tables as Excel spreadsheets, keeping the same structure and column headers as the original document.
- Usable data: content is checked and arranged so it's easy to edit, search, filter and calculate in Excel.
The delivered Excel file is built around how you actually use it: Our PDF to Excel data entry service turns every PDF into spreadsheet rows and columns you can use immediately.
Common PDF to Excel scenarios
Example 1: Consolidating bank statements. You have many pages of bank statements but only need the transaction date, description and amount. DataLiti can gather the information from all pages into one unified Excel table, making it easy to track and summarise transactions. It is a typical request to convert PDF to Excel for bookkeeping.
Example 2: Data entry from a document set. A single PDF contains multiple documents with different contents and item quantities. When exporting PDF data to Excel, you can ask us to extract the header information of each document along with the details of each line item, then arrange them into rows in Excel.
Example 3: Filtering information from a price list. The PDF has many fields, but you only need some of the data for product management. We'll pull just the requested columns, such as item code, product name and unit price, instead of converting the whole table. A simple PDF to Excel filter like this keeps your sheet lean.
We handle both software-exported PDFs and scanned PDFs
A PDF may contain text and numbers stored as electronic data, or just scanned images of a document. DataLiti accepts both and chooses the right method to convert the PDF to Excel. Whichever type of PDF you need converted, the result follows the agreed structure. That includes scanned PDF to Excel jobs as well as digital files.
For scanned PDFs, scan quality affects how well information can be recognised. Pages that are rotated, skewed or of poor image quality are taken into account during processing. If any content isn't clear enough to read accurately, we'll get back to you. Whether it is a clean export or a scanned PDF to Excel request, we tell you up front if any page is too unclear to read.
Handling multi-page PDFs with tables that run across pages
- Merge tables across pages: combine parts of the same table into continuous data, avoiding unnecessary repeated header rows.
- Keep documents intact: link the information belonging to the same document, even when it spans multiple pages.
- Separate multiple documents: arrange data by document or information group for easy lookup.
- Bulk PDF consolidation: process many documents with the same structure and combine the results into one unified Excel file.
When data is spread across many pages, PDF-to-Excel conversion needs to preserve the links between sections. Depending on the document structure, DataLiti can: This is how we convert PDF tables to Excel even when a table runs across ten pages.
Pick the data you need, or convert the entire PDF table
- Select data fields: When extracting data from PDF to Excel, you provide a list of information to capture, such as item code, item name, quantity, unit price, or created date. The Excel file focuses only on this data.
- Convert the entire table: When converting tables in PDF to Excel, we re-enter the table content from the PDF, suitable when you need to archive or continue processing all data.
You do not necessarily have to convert all content in the document. When converting PDF to Excel, DataLiti supports two processing options depending on your needs. For documents with many columns, extracting by information fields helps remove unnecessary data and create a cleaner spreadsheet. The two options are: Use it to extract data from PDF to Excel for just the columns you need, or convert PDF tables to Excel in full.
Customize how data is arranged in the Excel file
- Split each table into a separate sheet.
- Merge tables with the same structure into one sheet.
- Place tables consecutively in the same sheet.
- Add a category column to identify the data source or document group.
- Change column names and field order according to an existing template.
A PDF document can contain multiple tables with different content and structures. For documents sent periodically, DataLiti can use the structure agreed from the previous processing to make subsequent data batches more consistent. When converting tables in PDF to Excel, you can request that data be organized to fit your workflow: Either way, you convert PDF to Excel into the layout your team already uses.
Excel files for calculations, statistics, and cross-checking
After exporting data from PDF to Excel, the data is not only presented in a spreadsheet but also organized for subsequent work. Fields such as quantity, unit price, amount, and dates are formatted for their intended use; item codes or document codes are kept as in the source document. That makes PDF to Excel conversion a reliable first step for reporting and reconciliation, and it lets you extract data from PDF to Excel again and again in the same format.
On request, DataLiti can add calculation columns, group data, or sort data to support reporting, checking figures, and cross-checking between documents.
If you need to consolidate data from multiple batches, you can also provide an information field used to identify documents. We will use that criterion to check and detect potentially duplicate records.
Data entry from PDF to Excel in 4 steps
- Send documents and requirementsYou send a sample PDF file and describe the information to extract or request conversion of all tables.
- Agree on the Excel file structureDataLiti processes a portion of the data as a trial so you can check the layout, column names, order, and formatting before official processing.
- Proceed with conversionAfter agreeing on the approach, you send all documents. We extract data from PDF to Excel, enter the data, and check it according to the confirmed structure.
- Deliver resultsYou receive the completed Excel file as requested, ready for management, lookup, calculation, statistics, or import into your existing system.
FAQ
Is it okay if my PDF is hundreds of pages long?
Yes. When converting long PDF documents to Excel, we split the file for processing and then merge it back, so you receive a single result. Tell us the estimated page count so we can quote and schedule delivery.
If a table spans multiple pages, will the result be split?
No. We join the table parts into one continuous table and remove repeated header rows at the top of each page.
What if one PDF contains multiple invoices or documents?
Each document is separated into its own row or group of rows in Excel. A document with line items that continue onto the next page still counts as one.
Can I have only some columns from the PDF table?
Yes. Tell us the names of the columns you need, and the Excel file will contain only those columns in the order you want.
Will my financial documents in the PDF be kept confidential?
Documents are used only for the task you assign and are not shared with third parties. For sensitive documents, you can request a confidentiality agreement before sending.