Step 1: Open the Excel converter
Start with the matching Statemently converter: /converters/pdf-table-to-excel. Upload the source file and let the converter build a structured output instead of copy-pasting rows by hand.
Use this for statements, reports, ledgers, and exported tables where the visible PDF columns need to become spreadsheet columns.
Step 2: Review the preview
Before downloading, check the first rows. Confirm headers, dates, signs, and any balance or reference columns that matter for your workflow.
PDFs often store words by position, not as real table cells, so review line breaks and long descriptions.
Step 3: Download and use the file
Download the converted Excel file and import or open it in the destination app. If you are preparing an accounting import, keep the original source file next to the converted file for audit history.
Use Excel when you need formulas, filters, or formatting; use CSV when another system needs plain rows.