The Wakett Blog

How Our PDF to Excel Converter Transforms Statement Processing for Financial Teams

Written by Wakett | 7 November 2025

The right PDF to Excel converter can completely revolutionise your workflow, turning a boring task into a golden opportunity to make your data work for you. At Wakett, we’ve seen firsthand how automating data extraction from PDFs not only saves time but also boosts accuracy, consistency, and staff satisfaction—and we’re proud to be able to share it with you.

Before that,  however, let’s see how our software has helped one particular client of ours.

 

Case Study: From Manual Data Entry to Instant, Accurate Conversions

For years, one our clients regularly had to manually download PDF documents from multiple banks and brokers, copy the data within, and then paste it into one or more spreadsheets. This time-consuming task wasn’t just boring, it also led to an increase in the risk of human error and slowed down reporting, which, by extension, delayed the decision-making process.

Indeed, when they came to us, it was clear that this task was hurting the team’s morale and performance. But what could they do? The data was and remains invaluable to their business. 

Well, thankfully, we had the right software to help him out...

 

Discover AUTOMAN’s PDF Conversion Engine

Enter Wakett’s AUTOMAN, a cutting-edge automation tool with a built-in PDF to Excel converter that has allowed this and many other clients to do away with manual copying and pasting, and streamline workflows while drastically cutting down processing time for tasks like TCA reports, reconciliation, and more!

With AUTOMAN, all those time-consuming manual tasks became effortless: the PDF to Excel converter automatically transforms complex PDF statements into clean CSV or Excel tables, all fully customisable and ready for immediate use in accounting systems.

Here’s what changed:

➡️ No more manual input: Every PDF statement is now converted automatically.
➡️ Error-free data: Conversion accuracy has now hit 100%.
➡️ Huge time savings: The client has experienced a 98% reduction in time spent processing data.
➡️ Real-time alerts: The system instantly flags any anomalies so the team can check and fix them.

Yes, what once took hours is now being done in seconds, and all without compromising precision.

 

It’s Now Your Turn to Transform Your Workflow

If you’re still manually entering data from PDFs, it’s time to rethink your process. A powerful PDF to Excel converter can help your business eliminate human error, boost productivity, streamline reporting, and improve staff satisfaction overall.

So, what are you waiting for? Get in touch with us to discover how our automation solutions can help you convert your PDFs to clean, accurate Excel sheets in seconds.