DocsLoop
DocsLoop converts PDF bank statements and invoices into rows you can review and export to Excel (XLSX) or CSV, without manual typing.
About DocsLoop
DocsLoop
DocsLoop is a PDF-to-Excel converter focused on bank statements and invoices. You upload a PDF (up to 2 MB), a vision AI reads each page and turns transactions into rows, you check the extracted rows in your workspace, then download Excel or CSV. The free preview processes page 1 without signup and the page is not stored. Signing up gives 20 free pages. Paid options are one-time page packs, with a stated per-page rate from $0.033. The site states the tool works with any bank's layout, supports scanned PDFs read as images, and shows extracted rows before export. Invoices and custom templates are also mentioned.
Key features
- Converts PDF bank statements into rows with date, description, amount, and category
- Converts PDF invoices, including invoice number, dates, vendor and customer, and line items
- Custom template option where users name the fields to extract
- Reads each page as an image, so scanned PDFs can work
- One signed Amount column: money in positive, money out negative
- Dates in YYYY-MM-DD format
- Review extracted rows before exporting
- Export to Excel (XLSX) or CSV
- Free web preview of page 1 without signup; previews are not stored
- Opening and closing balance and statement details extracted for bank statements
Best suited for
- Bookkeepers and accountants reconciling client statements
- Lenders and brokers reviewing applicant statements in a spreadsheet
- Small business owners catching up on bookkeeping
- Freelancers and teams converting PDF statements or invoices to spreadsheets
Pricing
Start with 20 free pages on signup (no card needed). Individual: $19 for 300 pages ($0.063/page). Small Team: $49 for 900 pages ($0.054/page). Agency: $99 for 3,000 pages ($0.033/page). Pay once, no subscription. Custom packs above 3,000 pages available on contact.
Discussion
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