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.

Enterprise-grade security

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.

Available on all platforms

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.

Save valuable time

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.

Xodo Document Suite

Full Access

$14.99/mo*

How many licenses do you need?

*Price per license, annual billing

Access to all Xodo products and more:
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Access to all Xodo products & premium tools
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Includes advanced OCR, compress, redact, PDF converters, signatures & editing.
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Unlimited actions & downloads
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Cross-platform: Web, iOS, Android, Windows, MacOS, Linux
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Offline desktop use
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Team onboarding support
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Priority customer support

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.

Click Above to Download!

Frequently Asked Questions

How to edit a PDF bank statement?

How to fill out PDF tax forms?

How to redact sensitive information in a PDF file?

How to extract invoice data from PDF?

How to safely archive financial PDF documents?

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

Keep your files secure

Use on all platforms

Work without any limits

Get exclusive features on mobile

Read how you can get the most out of our tools

How to Convert PDF to Excel (Complete Guide)

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 accurately convert PDFs to Excel online without any software, on Mac, and on iPhone or Android devices using Xodo's PDF to Excel converter, and start analyzing your data with precision and accuracy.

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!

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.

How to Redact a PDF Securely (on Any Device)

Do you have sensitive data in your PDF that you don’t want anyone to see? With Xodo, you can permanently redact any confidential information from your PDFs. Learn how to do it online, on desktop, and mobile devices.