Bank statements, invoices and receipts arrive as PDFs, and the numbers in them need to end up in a spreadsheet. Client documents have to stay private, and engagement letters need a signature before the work starts. PDFZyro handles those jobs in the browser, with nothing to install on the office computers.
Files are encrypted before they're stored, and converting or editing a document never changes the original.
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Convert the tables in bank statements, invoices and reports into real rows and columns in an .xlsx file, with numbers you can sum, sort and reconcile. Choose one worksheet per page or one per table. For a scanned statement, run OCR first, and check the totals before relying on the result.
OCR turns scans and phone photos of paperwork into PDFs whose text you can search, select and copy, so a supplier name or invoice reference is found in seconds. Save final records as PDF/A copies for long-term keeping.
Share a document through a link with a password, an end date and downloading turned off, or encrypt the PDF itself with a password before you email it. Only you and the people you share with can open files in your library.
Send the engagement letter for e-signature: clients sign from an email link on any device, without an account, after agreeing to sign electronically. You get a sealed PDF and a certificate of completion for the client file.
Compress scanned statements and long reports so they fit email attachments and upload limits, and merge a client's documents into one file in the order you choose. The original files stay as they were.
Yes. Make the scan searchable with OCR first, then convert it to Excel. Results depend on the scan: clear, straight pages give the best tables, so check the totals before using the figures.
Files are encrypted before they're stored and only you and the people you share them with can open them. Every edit or conversion makes a new file or version, so the document the client sent is never changed.
Yes. They open the email link and sign in the browser on a phone, tablet or computer, without creating an account. You get the sealed PDF and a certificate of completion when everyone has signed.
Yes. On the Business plan each person has their own login in a shared team, with team folders and roles such as Viewer, Editor and Admin, so staff only see what they need.
Not directly. PDFZyro doesn't connect to accounting software or bank feeds. It produces standard Excel, Word and PDF files that you can import or attach as you do now.
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