How-to guide

How to convert a PDF to Excel

Pull tables, invoices, or financial statements out of a PDF and into a working Excel spreadsheet. PDFly extracts data straight in your browser — pick "Extract data only" for fast plain rows, or "Preserve table formatting" (Premium) for a CloudConvert pass that rebuilds borders, merged cells, and number formats.

1 min read

Most PDF-to-Excel work is people trying to recover numbers from a report — bank statements they need to reconcile, vendor invoices they want to total, a quarterly summary they want to chart. Re-typing rows by hand is tedious and error-prone.

PDFly does the lift in your browser. Free "Extract data only" mode reads the text layer and lays it out as rows you can clean up in Excel — perfect for simple tabular PDFs. The Premium "Preserve table formatting" mode runs a server-side pass that recovers cell borders, merged headers, and number formats — worth it when the source PDF has complex tables you want to keep visually intact.

  1. 1

    Step 1 — Open the Convert tool

    Open the Convert tool. You'll see the upload screen titled "Convert PDF".

    PDFly Convert tool upload screen, ready to accept a PDF for conversion to Excel
  2. 2

    Step 2 — Upload your PDF

    Click "Choose Files" and pick the PDF that contains the table or numbers you want in Excel — or drag it onto the page. Bank statements, invoices, financial reports, expense exports all work.

    Choose Files button highlighted on PDFly's Convert upload screen for picking the PDF whose tables you want in Excel
  3. 3

    Step 3 — Pick the Excel format

    In the sidebar, click the "Excel" format. PDFly will reveal two output modes: a free "Extract data only" extraction and a Premium "Preserve table formatting" pass.

    Excel output format card highlighted in PDFly's Convert sidebar after uploading a PDF, ready to reveal the data-extraction sub-options
  4. 4

    Step 4 — Choose a conversion mode

    "Extract data only" reads the PDF's text layer and lays it out as rows in a single sheet — fast, no formatting, ideal for further analysis. "Preserve table formatting" runs a server-side pass that recovers cell borders, merged cells, and number formats. Pick whichever fits your workflow.

    Extract data only PDF-to-Excel conversion mode selected and highlighted in PDFly, with the Premium Preserve table formatting option visible underneath
  5. 5

    Step 5 — Run the conversion

    Click the convert button at the bottom of the sidebar. PDFly walks the PDF's text layer, splits it into rows by column delimiter, and packages the result as a single .xlsx — usually a few seconds for a typical document.

    Convert 1 File button highlighted at the bottom of PDFly's Convert sidebar to start the PDF-to-Excel conversion
  6. 6

    Step 6 — Download the Excel file

    When the conversion finishes, the result panel shows the new .xlsx with its file name and size. Click "Download" to save it locally — open it directly in Excel, Numbers, or Google Sheets.

    Conversion Complete success card in PDFly showing the resulting .xlsx file with its name and size, and the Download button highlighted

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