PDF to Word
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OCR Converter
Word to PDF
JPG to PDF
Excel to PDF
PDF Converter
PNG to PDF
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Merge PDF
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PDF Editor
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Validate PDF/AA 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.
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.
Accurately Convert PDF to Excel
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.
Sign PDF Invoices, Contracts & Forms
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.
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 Yearly
Save up to 50% with yearly billing
Xodo Web
Secure tools to edit, convert, and manage documents online.
Platforms:
What’s included:
- Access to 40+ online tools
- Unlimited document downloads
- No installs - works on any browser
$7.99
/month
What’s included:
- Access to 40+ online tools
- Unlimited document downloads
- No installs - works on any browser
Xodo PDF Studio Desktop
Offline PDF editor with powerful tools for Windows, macOS, and Linux.
Platforms:
What’s included:
- Access to 60+ professional tools
- Work offline — no internet needed
- Perpetual license option available (learn more)
$9.99
/month
What’s included:
- Access to 60+ professional tools
- Work offline — no internet needed
- Perpetual license option available (learn more)
Xodo Document Suite
All Xodo apps with full access across web, desktop, and mobile.
Platforms:
What’s included:
- Access to Xodo Web
- Access to Xodo PDF Studio
- Access to Xodo Mobile (iOS and Android)
$14.99
/month
What’s included:
- Access to Xodo Web
- Access to Xodo PDF Studio
- Access to Xodo Mobile (iOS and Android)
Not sure which plan to choose? Compare Plan Features.
Get Xodo on all your devices
Get more done in less time. Xodo lets you edit, convert, and manage your documents with powerful digital tools.
Click to download on your desired platform.
Frequently Asked Questions
Why Xodo?
Ease of use:
Xodo simplifies document workflows with user experience available across platforms and devices, enabling users to work smarter and faster, anywhere.
Security & Compliance:
Xodo minimizes risks, protects sensitive information, and ensures businesses meet the highest standards of data security and privacy, fostering trust and reliability.
Expertise:
Backed by 20 years of PDF expertise, Xodo delivers reliable, advanced solutions that streamline workflows, boost productivity, and scale your business.
