Increase document productivity and build efficient paperless workflows with secure and accurate PDF tools for financial services and organizations.
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 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.
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.
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.
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.
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.
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
Profit and loss statements
Cash flow statements
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 $108 annually
Xodo Pro for multiple users
tailored to your needs
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
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.
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 PDF Content
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.
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