FormToExcel
Use AI to extract fields from PDF and scanned forms, tables, receipts, and invoices, then export the structured data to Excel.
About FormToExcel
FormToExcel uses AI to move information from general forms, tables, receipts, and invoices into Microsoft Excel. It accepts PDFs and scanned images, including JPG and BMP, and recognizes text fields, checkboxes, and radio buttons. Its upload, extraction, review, and spreadsheet-export workflow can replace repetitive manual entry for teams that regularly handle similarly structured paperwork. The resulting Excel files can then support analysis or downstream data entry. A mobile workflow also allows document uploads away from a desk, including at conferences and job sites. FormToExcel is a paid product with a free trial, so users can test representative documents before committing. Extracted records should still be reviewed before database use, particularly when scans are unclear or document layouts vary. The service describes high accuracy, but practical accuracy depends on the submitted files and does not eliminate the need for quality checks.
Best for
Best use cases
Convert PDF forms into an Excel-ready spreadsheet
Extract structured data from scanned receipts and invoices
Upload forms from a conference or job site for later analysis
Compare before choosing
Reduces repetitive retyping compared with manual data entry
Exports extracted records directly to Microsoft Excel
Requires review of extracted data before database use
Features
Convert forms to Excel
Upload form documents in PDF or image formats and extract their fields into an Excel-ready spreadsheet instead of retyping the data.
Process receipts and invoices
Turn scanned receipts and invoices into structured rows that can be reviewed, analyzed, or added to an existing data-entry workflow.
Capture documents away from a desk
Use the mobile workflow to upload forms while at a conference or job site, then export the extracted information to Excel.
Pros
- Exports extracted form data directly to Excel, reducing repetitive manual entry.
- Recognizes text fields, checkboxes, and radio buttons across common form layouts.
- Supports PDFs, scanned images, and mobile uploads for office and field workflows.
Cons
- Paid access is required after the free trial, adding an ongoing adoption cost.
- Extracted records should be reviewed before database use, so the workflow is not fully hands-off.
- Results depend on source scan quality and layout consistency, which can increase review work.
Pricing Plans
Paid access
- Free trial available
- Convert PDFs and scanned images
- Export extracted data to Excel
* Pricing information is for reference only. Please refer to the latest announcement on FormToExcel's official website.