Turn an invoice PDF into an Excel sheet
Retyping an invoice into a spreadsheet is slow and easy to get wrong. If the PDF came from billing software, the text is already inside it. This guide shows how to get that text into an Excel workbook with the amounts stored as numbers you can add up, filter and pivot.
Your file is never uploaded. The PDF is read in your browser and makes no network requests while it works.
Open the Invoice PDF to CSV tool
Steps
- Open the tool and drop your invoice PDF onto the box, or click it to choose the file.
- Under Output, pick XLSX (Excel).
- Look over the Summary preview. Click any cell that looks wrong and type the correct value.
- Check the Line items preview the same way.
- Click Download summary for the header fields and Download line items for the item table. Each comes as its own workbook.
Good to know
Numbers, not text
In the XLSX file, amounts and quantities that could be read as numbers are saved as number cells. Formulas like SUM work straight away, with no text-to-columns step.
What stays as text
Dates, descriptions and anything the tool couldn't read as a number are kept exactly as printed. A quantity written as 40 hrs, for example, stays as the text 40 hrs rather than being guessed into a number.
Scans are refused
A scanned invoice is a picture of a page with no text layer. The tool does not do OCR, so it tells you the file can't be read instead of producing empty or wrong rows.
Questions
Can I get CSV instead?
Yes. Choose CSV under Output. There is also a UTF-8 BOM option that helps Excel open CSV files with accented characters correctly.
Does my invoice leave my computer?
No. The PDF is read by JavaScript in the open tab and nothing is sent to a server.
Working with bank statement PDFs too? RowSmith converts text-based PDF statements to CSV or Excel in your browser.
This guide was written with AI assistance and reviewed against the tool's behaviour. Always review your output before using it.