Frequently Asked Questions
Quick answers about our PDF to Excel conversion service
Pricing & Account
How does pricing work?
We offer flexible options for every need. Please visit our pricing page for detailed information about our plans.
Can I cancel anytime?
Yes! Both plans can be cancelled anytime with no penalties. You'll retain access until the end of your billing period. No questions asked.
Can I try before subscribing?
Yes! You can purchase an Express Conversion for a single PDF without any subscription. Check our pricing page for details.
Do you offer refunds?
Yes, we offer a 30-day money-back guarantee. If you're not satisfied within your first 30 days, we'll refund your payment in full.
Security & Privacy
Is my financial data stored?
No. Your PDF files and extracted data are automatically deleted from our servers within 24 hours of processing. We don't store or archive your financial information.
How secure is the upload process?
We use 256-bit SSL encryption for all data transfers. Files are renamed with secure identifiers and stored temporarily in encrypted storage.
How can I verify my data is deleted?
Each conversion has a unique secure ID. After 24 hours, attempting to access that ID returns a "not found" error, confirming deletion. We also provide deletion logs upon request.
Are you GDPR compliant?
Yes, we are fully GDPR compliant. You have the right to access, correct, and delete your data. We process data only with your explicit consent.
Technical & Support
Which brokers are supported?
We support all major US brokers including TD Ameritrade, E*TRADE, Charles Schwab, Fidelity, Interactive Brokers, Robinhood, Vanguard, and more. Our AI auto-detects the format.
What data is extracted?
We extract all trades (stocks, options, ETFs), dividends, interest payments, fees, commissions, and account summaries. Each transaction includes date, symbol, quantity, price, and totals.
What if extraction fails?
Our AI has 99.9% accuracy, but if extraction fails, you can retry for free. Subscription users get priority support for complex statements.
Is this suitable for tax reporting?
Yes! Our Excel format is compatible with major tax software and organized for easy import. Many CPAs use our service to save hours during tax season.
More Questions
Do you support international brokers?
Currently we focus on US brokers, but we're expanding to Canadian and UK brokers soon. Join our waitlist for international support updates.
Can I process multiple PDFs at once?
Yes, with our subscription plans you can process multiple PDFs based on your monthly allowance. Each PDF is processed separately and you receive individual Excel files for each statement.
What file formats do you support?
We currently support PDF files up to 10MB. The PDFs can be text-based or scanned images - our AI handles both formats automatically.
Do you have an API?
API access is available with select subscription plans. For enterprise API needs and custom integrations, please contact our sales team.
Still have questions?