Blog
Extracting data from documents, the right way.
Practical guides for turning PDFs, receipts, invoices, and bank statements into clean spreadsheets using ignitai on your Apple devices.
Bank, card & brokerage statements
-
Convert Brokerage Statement PDF to Excel on iPhone
Turn a brokerage statement PDF into a clean Excel sheet on iPhone — holdings and transactions extracted from a statement read on-device, only its text uploaded.
guides brokerage-statements iphone -
Convert brokerage statement PDF to Excel on Mac (2026 guide)
Turn Fidelity, Schwab, Vanguard, and Robinhood statement PDFs into one Excel sheet on Mac — read on-device; only the text is uploaded, trades and dividends split out.
guides investing mac -
Convert bank statement PDF to CSV on iPhone (2026)
Turn monthly bank-statement PDFs into clean CSV rows on iPhone — statements read on-device; only the text is uploaded — a sign convention and balance check that hold up.
guides bank-statements iphone -
Convert bank statement PDF to Excel on iPad (2026 guide)
Turn monthly bank-statement PDFs into a clean Excel sheet on iPad — statements read on-device; only the text is uploaded — merchants normalized, budget pivot current.
guides bank-statements ipad -
Convert bank statement PDF to Excel on Mac — PDFs stay on your Mac
Turn a year of bank-statement PDFs into one Excel workbook on Mac. Statements read on-device; only the text is uploaded — pivot-ready columns, balances that reconcile.
guides bank-statements mac -
Convert credit card statement PDF to Excel on iPhone (2026)
A step-by-step iPhone walkthrough for turning monthly credit card statement PDFs into clean Excel rows — statements read on-device; only the text is uploaded.
guides credit-cards iphone -
Convert credit card statement PDF to Excel on Mac
Consolidate a year of credit card statement PDFs into one Excel workbook on Mac — read on-device; only the text is uploaded — merchants normalized, totals reconciled.
guides credit-cards mac -
Convert credit card statement PDF to Excel on iPad
Turn monthly credit card statement PDFs into an Excel workbook on iPad — statements read on-device; only the text is uploaded — merchants normalized, categories ready.
guides credit-cards ipad -
Convert bank statement PDF to CSV on iPad (2026 workflow)
Turn monthly bank-statement PDFs into a clean CSV on iPad — statements read on-device; only the text is uploaded — import-ready columns for QuickBooks or Xero.
guides bank-statements ipad -
Convert bank statement PDF to CSV on Mac (2026 workflow)
Turn a year of bank-statement PDFs into one consolidated CSV on Mac — statements read on-device; only the text is uploaded — import-ready for QuickBooks or Xero.
guides bank-statements mac -
Convert bank statement PDF to Excel on iPhone (2026)
A step-by-step walkthrough for turning monthly bank-statement PDFs into clean Excel rows on your iPhone — statements read on-device; only the text is uploaded.
guides bank-statements iphone
Scans, photos & PDFs to Excel
-
Convert PDF Schedule to Excel on Mac: Rosters, Gantt, Timetables
Turn a PDF schedule into Excel on Mac: shift rosters, P6 or MS Project Gantt PDFs and timetables as one row per shift or task. Read on-device; only the text is uploaded.
guides scheduling mac -
Convert BOQ PDF to Excel on Mac: Bill of Quantities by Item
Turn a bill of quantities PDF into Excel on Mac: one row per item with ref, full description, unit, qty, rate and amount. Read on-device; only the text is uploaded.
guides construction mac -
Convert aging report PDF to Excel on Mac (2026 guide)
Turn AR and AP aging report PDFs into Excel on Mac — read on-device; only the text is uploaded — one row per customer or invoice, bucket totals tied to the balance sheet.
guides accounting mac -
Convert tax return PDF to Excel on Mac (2026 guide)
Turn tax return PDFs into Excel on Mac — read on-device; only the text is uploaded — 1040 and schedule lines as rows for lending, planning, and year-over-year review.
guides tax mac -
Convert balance sheet PDF to Excel on Mac (2026 guide)
Turn balance sheet PDFs into Excel on Mac — read on-device; only the text is uploaded — a row per line item, years as columns, proven by assets = liabilities + equity.
guides accounting mac -
Convert general ledger PDF to Excel on Mac (2026 guide)
Turn general ledger PDFs into Excel on Mac — read on-device; only the text is uploaded — one row per transaction, its account on every row, tied out to the trial balance.
guides accounting mac -
Convert profit and loss PDF to Excel on Mac (2026 guide)
Turn P&L statement PDFs into Excel on Mac — read on-device; only the text is uploaded — one row per account line, ready for the trend pivot and due-diligence math.
guides accounting mac -
Convert trial balance PDF to Excel on Mac (2026 guide)
Turn trial balance PDFs into Excel on Mac — read on-device; only the text is uploaded — one row per account, debit and credit columns that foot, ready for the workpapers.
guides accounting mac -
Convert medical bill PDF to Excel on Mac (2026 guide)
Turn medical bill and EOB PDFs into Excel on Mac — read on-device; only the text is uploaded — service dates, codes, and patient responsibility in clean columns.
guides finance mac -
Convert payroll register PDF to Excel on Mac (2026 guide)
Turn payroll register PDFs into Excel on Mac — read on-device; only the text is uploaded — one row per employee per pay period, ready for the GL and the comp audit.
guides payroll mac -
Convert inventory list PDF to Excel on Mac (2026 guide)
Turn inventory list PDFs into a stock sheet in Excel on Mac — read on-device; only the text is uploaded — SKU, quantity on hand, and unit cost in clean columns.
guides inventory mac -
Convert mortgage statement PDF to Excel on Mac (2026 guide)
Turn mortgage statement PDFs into Excel on Mac — read on-device; only the text is uploaded — principal, interest, and escrow in their own columns, ready for tax time.
guides finance mac -
Convert packing list PDF to Excel on Mac (2026 guide)
Turn packing list PDFs into a receiving log in Excel on Mac — read on-device; only the text is uploaded — PO number, SKU, ordered vs shipped quantities in clean columns.
guides logistics mac -
Convert timesheet PDF to Excel on Mac (2026 payroll guide)
Turn timesheet PDFs into one Excel hours sheet on Mac — read on-device; only the text is uploaded — employee, date, job code, regular and overtime hours in columns.
guides payroll mac -
Convert bill of lading PDF to Excel on Mac (2026 guide)
Turn bill of lading PDFs into an Excel shipment log on Mac — read on-device; only the text is uploaded — BOL number, carrier, consignee, weight, and charges in columns.
guides logistics mac -
Convert expense report PDF to Excel on Mac (2026 guide)
Turn expense report PDFs into clean Excel sheets on Mac — read on-device; only the text is uploaded — employee, date, merchant, category, and amount in their own columns.
guides bookkeeping mac -
Convert purchase order PDF to Excel on Mac (2026 workflow)
Turn customer purchase order PDFs into Excel sheets on Mac — read on-device; only the text is uploaded — PO number, items, quantities, and prices in their own columns.
guides purchase-orders mac -
Convert rent roll PDF to Excel on Mac (2026 workflow)
Turn rent roll PDFs into Excel sheets on Mac — read on-device; only the text is uploaded — unit, tenant, lease dates, and rent in their own columns, ready to underwrite.
guides real-estate mac -
Convert price list PDF to Excel on Mac (2026 workflow)
Turn supplier price list PDFs into clean Excel sheets on Mac — read on-device; only the text is uploaded — SKU, description, and unit price in their own columns.
guides price-lists mac -
Convert a Picture to Excel on iPad (no retyping)
Turn a photo or screenshot of a table into a real Excel sheet on iPad. The image is read on-device — only its text is uploaded — and lands as clean .xlsx columns.
guides photos ipad -
Picture to Excel on iPhone: Photo of a Table to Real Columns
Photograph a table, get an Excel sheet with every value in its own cell on iPhone. Live Text copies words; this keeps the columns. First document free (up to 4 pages).
guides photos iphone -
Convert Scanned PDF to Excel on iPad (2026 guide)
Turn a scanned PDF into a clean Excel sheet on iPad — no text layer needed. The pages are read on-device, only the text is uploaded, and land as clean, separated columns.
guides scanned-documents ipad -
Convert Paystub PDF to Excel on iPhone (2026 guide)
Turn paystub PDFs into a clean Excel sheet on iPhone — gross, taxes, and net per pay period, with the stub files read on-device, only their text uploaded.
guides payroll iphone -
Convert Scanned PDF to Excel on iPhone (no retyping)
Turn a scanned PDF into a clean Excel sheet on your iPhone — no text layer needed. The page is read on-device and lands as clean, separated columns.
guides scanned-documents iphone -
Convert Scanned PDF to Excel on Mac (no retyping)
Turn a scanned PDF into a clean Excel sheet on Mac — no text layer required. The page is read on-device and lands as clean, separated columns.
guides scanned-documents mac -
Convert W-2 PDF to Excel on Mac (2026 tax-season guide)
Turn a stack of W-2 PDFs into one clean Excel sheet on Mac — forms read on-device; only the text is uploaded — every box reconciled, totals that match what you file.
guides tax mac -
Convert paystub PDF to Excel on Mac (2026 payroll guide)
Turn a year of paystub PDFs into one clean Excel sheet on Mac — stubs read on-device; only the text is uploaded — gross, net, taxes, and YTD reconciled per pay period.
guides payroll mac
PDFs to CSV, Numbers & Google Sheets
-
PDF to Google Sheets on iPhone: Clean Columns, No Retyping
Google Sheets can't open a PDF table. On iPhone, turn the PDF into clean columns and open them in the Sheets app in two taps, with no retyping and totals that tie out.
guides google-sheets iphone -
PDF to Google Sheets on iPad: Clean Columns, No Retyping
Google Sheets can't open a PDF table. On iPad, turn the PDF into clean columns and open them in the Sheets app, with no retyping and a total that ties out.
guides google-sheets ipad -
Convert PDF to Google Sheets on Mac (2026 workflow)
Turn PDF tables into a live Google Sheet on your Mac — the PDF read on-device, only its text uploaded, clean columns imported, totals tied out in under a minute.
guides google-sheets mac -
Convert PDF to Numbers on iPhone: Clean Columns, No Pasting
Pasting a PDF into Numbers gives you one column of text. Get the table into Numbers on iPhone with every value in its own cell, then check that the total ties out.
guides numbers iphone -
Convert PDF to Numbers on iPad (2026 native workflow)
Turn PDFs into clean Apple Numbers spreadsheets on iPad — files read on-device; only the text is uploaded — clean columns, tables that open straight in Numbers.
guides numbers ipad -
Convert PDF to Numbers on Mac (2026 native workflow)
Turn PDFs into Apple Numbers spreadsheets on Mac — files read on-device; only the text is uploaded — clean columns open straight in Numbers, one Save makes it .numbers.
guides numbers mac -
Convert PDF to CSV on Mac with AI — the PDF stays on your Mac (2026)
Turn any PDF — born-digital, scanned, or photographed — into a clean CSV on your Mac with AI. Read on-device, only the text uploaded, verified in about a minute.
guides pdf-to-csv mac
Invoices, receipts & tax forms
-
Convert 1099 PDF to Excel on Mac (2026 tax-prep guide)
Consolidate a folder of 1099-NEC, 1099-MISC, 1099-K, and 1099-INT PDFs into one Excel workbook on Mac — forms read on-device; only the text is uploaded, Schedule C-ready.
guides tax-forms mac -
Scan receipts to a spreadsheet on Mac (2026 batch workflow)
Turn a folder of receipt photos and PDFs into one clean Excel spreadsheet on Mac — read on-device; only the text is uploaded — ready for expenses and tax season.
guides receipts mac -
Convert invoice PDF to Excel on iPhone
Turn invoice PDFs from Mail or Files into Excel rows on iPhone — invoices read on-device; only the text is uploaded — line items, totals, and tax via the share sheet.
guides invoices iphone -
Convert invoice PDF to Excel on Mac — batch, PDFs stay on your Mac
Batch a folder of vendor invoice PDFs into one Excel workbook on Mac — read on-device; only the text is uploaded — line items, tax rates, and totals that reconcile.
guides invoices mac -
Scan receipts to a spreadsheet on iPhone (2026 workflow)
Capture paper receipts with the iPhone camera and turn them into a spreadsheet — images read on-device; only the text is uploaded — categories, totals, and tax by row.
guides receipts iphone -
Convert invoice PDF to Excel on iPad (2026 walkthrough)
A practical walkthrough for turning vendor invoice PDFs into Excel rows on iPad — invoices read on-device; only the text is uploaded — line items and totals extracted.
guides invoices ipad -
Scan receipts to a spreadsheet on iPad (2026 workflow)
Turn a stack of paper receipts into a clean Excel or CSV spreadsheet on iPad — camera capture, receipts read on-device, batch export for expenses or taxes.
guides receipts ipad
Batch conversion
-
Convert PDF Form to Excel on Mac: One Row per Filled Form
Convert filled PDF forms to Excel on Mac: one row per form, one column per field, from fillable, flattened or scanned copies. Read on-device; only the text is uploaded.
guides forms mac -
Convert utility bill PDF to Excel on Mac (12-month batch)
Turn a year of utility bill PDFs into one Excel sheet on Mac — bills read on-device; only the text is uploaded — billing period, usage, and amount due in clean columns.
guides utility-bills mac -
Batch Convert PDFs to Excel on Mac (one pass, one workbook)
Turn a folder of PDFs into one Excel workbook on Mac. One plain-English prompt, one pass, one consolidated sheet — files read on-device; only the text is uploaded.
guides batch-convert mac -
Batch convert PDFs to CSV on Mac (2026 workflow)
Turn a folder of PDFs into one consolidated CSV on Mac — one prompt, one pass, one spreadsheet, and your files read on-device; only the text is uploaded.
guides batch-convert mac
Turn your own PDFs into spreadsheets — right on your iPhone, iPad, or Mac.
Every guide above is a job ignitai does in about a minute. Your first document (up to 4 pages) is free; then $29.99/month (USD) for 80 pages a week.