Zero setup, zero training
No templates, no labeled data, no schema files. Drop the document in and Docusift returns clean structured data.
Financial statement → Excel
Convert Financial statement to Excel
Drop a financial statement into Docusift and get a clean Excel back in seconds. No templates to maintain, no model training, no manual cleanup. Works on native PDFs, scans, and mobile photos alike.
A financial statement — income statement, balance sheet, cash-flow — arranges revenue, expenses, assets, liabilities, and equity into line items and subtotals that every preparer labels and nests differently, so an analyst spreading a company re-keys the whole statement.
Docusift reads the entity, the reporting period, and every line and subtotal off an income statement, balance sheet, or cash-flow statement into structured rows that map to a standard chart, so spreading starts from clean figures.
The Excel export arrives as a real .xlsx workbook with typed columns — numbers as numbers, dates as dates — so formulas, filters, and pivot tables work the moment you open it.
| Line | Current | Prior |
|---|---|---|
| Revenue | 1,284,000 | 1,096,000 |
| Gross profit | 512,000 | 438,000 |
| Operating income | 184,000 | 142,000 |
| Net income | 131,000 | 98,000 |
Example structured output
{
"document_type": "financial_statement",
"statement": "income_statement",
"entity": "Northwind Manufacturing",
"period": "FY2025",
"lines": [
{ "label": "Revenue", "current": 1284000, "prior": 1096000 },
{ "label": "Gross profit", "current": 512000, "prior": 438000 },
{ "label": "Net income", "current": 131000, "prior": 98000 }
],
"confidence": 0.96
}Why teams choose Docusift
A confidence score on every field
Every value ships with a confidence score and a citation back to the source pixel in the original document, so low-confidence fields route to review instead of landing unchecked.
Fast turnaround
Seconds per document, not minutes. Built for production pipelines, not batch jobs.
Privacy first
Workspace-isolated processing, encrypted in transit and at rest, and one-click data deletion.
Frequently asked questions
How do I convert a financial statement to Excel?
Upload the financial statement to Docusift via the dashboard or REST API. Docusift extracts every field, row, and table, then returns a clean Excel ready to download or push to your accounting tool — typically inside a second per page.
Is there a free financial statement to Excel converter?
Yes. Docusift's free tier covers 100 pages per month with no credit card required. That's enough to convert most monthly batches of financial statement for a small team.
What financial statement layouts are supported?
Any layout. Docusift parses the document visually rather than matching against a template, so it works on layouts it has never seen before — including multi-page, multi-column, and scanned variants.
Will the Excel match the original column order?
Yes. Docusift preserves the source structure where it makes sense and lets you remap columns or fields via a single config call when you need a different shape.
Do I need to train a model first?
No. Docusift recognizes hundreds of document types out of the box. Custom fields are configured with a single sentence — no labeled training data required.
How is pricing calculated?
Pay per page processed. There is a free tier for evaluation and volume discounts for production workloads. No seat fees.
Can Docusift handle scanned or photographed documents?
Yes. The pipeline runs OCR + layout analysis + extraction in one pass, so scans, mobile photos, and native PDFs all flow through the same endpoint.
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Free tier includes 100 pages per month. No credit card required.
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