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A Complete PDF Solution for Finance Professionals

Increase document productivity and build efficient paperless workflows with secure and accurate PDF tools for financial services and organizations.

All-in-one PDF Industry for financial services

Streamline & Safeguard Financial Documents Processing

Enterprise-grade security

Security is at the center of our product, framework, and company operations. Most of the time, your files will never leave your own computer. If upload to the server is needed, files are removed as soon as they are processed and TLS encryption provides end-to-end security of data.

Available on all platforms

An entire set of powerful PDF tools is available on all the platforms and devices you're already using - desktop, mobile, browser. Spend less time switching between different products and more time working seamlessly with your PDFs and digital documents from anywhere.

Save valuable time

Our tools are aimed squarely at tackling annoying PDF tasks. With Xodo handling the document processing part of your work, you get to focus on the more important job of delivering exceptional client service. Start reducing costs, saving time, and increasing revenue today.

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Accurately Convert PDF to Excel

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Accurately transfer your PDF data and tables into editable formats like Microsoft Excel instantly. Start analyzing your key financial information, banking statements or budget reports in seconds with the help of our PDF converter tools.

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Sign PDF Invoices, Contracts & Forms

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Keep your financial operations moving forward by utilizing secure e-signature technology for a quicker document turnaround. Our Sign PDF tool allows you to quickly type in your signature, draw it, or even add a saved signature image to confirm digital agreements.

Extract Scanned Text with OCR

We aren't perfect and neither are the documents we receive. Avoid costly manual errors and save time by using our built-in optical character recognition (OCR) engine to process scanned documents and unlock content trapped inside image-based files.

Instantly Fill Out PDF Forms

Streamline the application process by filling out PDF forms anywhere when needed - online, on your mobile device or via your browser. Add your signature, fill in text fields, checkboxes, drop-downs and other form fields with the click of a button or tap of a finger.

View, Annotate, Redact PDF

Get all the essential tools you need to work with your PDF documents. Access powerful tools that will make your PDF work seamless - including viewing and annotating your financial documents, as well as permanently redacting any sensitive information.

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Use Cases for Finance Professionals

Xodo PDF tools can be used to work on the most common documents required for financial purposes:

Government-approved tax forms

Banking and income statements

Balance sheets

Business plans

Profit and loss statements

Budget reports

Cash flow statements

Brokerage agreements

Get Started with Xodo Pro

Consider Xodo Pro if you are an individual finance professional. To empower your entire organization with secure PDF tools, contact us to get a custom quote with flexible pricing.







billed annually

  • Includes access to 30+ Xodo Pro tools and features plus:
  • Unlimited document processing
  • Bulk file conversion
  • Customer and technical support
  • 5GB of storage on Xodo Drive
  • AskPDF AI toolBETA



Xodo Pro for multiple users

Custom pricing

tailored to your needs

  • Includes all features of the Pro plan plus:
  • Discount on volume licensing
  • Centralized billing
  • Flexible payment options
  • Available for annual plans
  • Manage multiple seats

Get Xodo on all your devices!

Bring your documents to life with an array of digital tools. Xodo is your one stop shop to edit and convert your documents and boost your productivity.

Download Xodo Chrome extensionDownload Xodo Android appDownload Xodo iOS appDownload Xodo Windows appDownload Xodo Google Marketplace app

Click Above to Download!

Frequently Asked Questions

Why choose Xodo?

Xodo is powered by proven Apryse document processing technology that enables leading global companies to easily view, edit, convert, and sign documents within their workflows.

Get Xodo Pro today and gain access to secure and innovative document processing tools!

Utilize industry leading technology

Utilize industry leading technology

Keep your files

Keep your files secure

Use on all

Use on all platforms

Work without any limits

Work without any limits

Get exclusive features on mobile

Get exclusive features on mobile

Read how you can get the most out of our tools

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How to Convert PDF to Excel

Manually copying PDFs into Excel can be tedious and time-consuming. But with the right tool, you can transfer data with the click of a button! Learn how to convert PDF to Excel and start analyzing your data with precision and accuracy.

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Xodo’s Guide on PDF Files for Accountants

Attention accountants! Need tips on how to work with and manage PDFs? This guide is for you! Find easy tips for major PDF tasks in your workflow. From PDF conversion and annotation to PDF redaction and editing – this guide has it all!

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How to Calculate Profit with Excel

Looking for a way to track how much your business makes? Our step-by-step guide shows you a simple way to keep track of your profits with Microsoft Excel. Learn how to set up the right formula to gain control over your business finances.

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How to Redact a PDF (2 Secure Ways)

Got sensitive details in your PDF you don’t want anyone to see? Xodo can help! Instantly black out any confidential information from your PDFs permanently. Learn how to efficiently search, select, and customize how you redact PDF text.

Essential tools for your workflow

Convert from PDF