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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.

Online

Web

$9.99

/month

per license

(annual billing)

Show key features

Desktop

PDF Studio

$9.99

/month

per license

(annual billing)

Show key features

Popular
All-in-One

Document Suite

$14.99

/month

per license

(annual billing)

Show key features

Online

Essentials

Online PDF Tools

$4.99

/month

per license

(annual billing)

Show key features

Apps

Mobile

iOS & Android

Download Xodo iOS appDownload Xodo Android app

Show key features

Features Comparison

Find out what works best for you and your team.

Essentials

$4.99

/month

per license

(annual billing)

Web

$9.99

/month

per license

(annual billing)

PDF Studio

$9.99

/month

per license

(annual billing)

Document Suite

$14.99

/month

per license

(annual billing)

Base Information

Operating System (OS) Supported

Web Browser
Web Browser
Windows, macOS, Linux
Windows, macOS, Linux, iOS, Android

Computers per user license (info)

1
1+
1+
1+

Key features

Review & annotate PDFs

Bulk Processing

Fill & save PDF forms

PDF to Office Conversions

Office to PDF Conversions

Create PDF from blank page

Create PDFs from images

Loupe, pan & zoom, snapshot

Easy navigation with thumbnails, bookmarks

Premium Settings (advanced OCR, high quality conversion, high compression)

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.

Download Xodo Android app
Download Xodo iOS app
Download Xodo Windows app
Download Xodo Linux app
Download Xodo Mac app
Download Xodo Google Marketplace app

Frequently Asked Questions

Why Xodo?

ease of use

Ease of use:

Xodo simplifies document workflows with user experience available across platforms and devices, enabling users to work smarter and faster, anywhere.

security

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

Expertise:

Backed by 20 years of PDF expertise, Xodo delivers reliable, advanced solutions that streamline workflows, boost productivity, and scale your business.

Read how you can get the most out of our tools

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