How to convert documents to Excel and CSV for free

Automating their processes with AI

Affinda has removed the laborious workload from our accounts staff, who now focus on quality assurance and management of any outliers.

- Nathaniel Barrs, CTO, PSC Insurance

95%

reduction in manual work

10×

more invoices processed with no added staff

Enhanced auditability and tracking of invoice approvals

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Customer satisfaction is always our top priority, and Affinda has helped us achieve that by eliminating phone calls, manual handling, and delays.

- Jorg Both, Head of Business Systems, Northline

120,000

proof of delivery documents processed annually

82%

of documents straight-through processed in the first weeks

Automatic validation of documents against ERP system

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Two recruitment specialists reviewing a list of candidates

Affinda's ongoing improvements in its AI models demonstrate its innovative approach in Document AI.

– Michael Zhao, AI Product Manager, SEEK

High accuracy parsing across multiple languages
Improved customer experience thanks to better structured data
Stronger compliance with international data security and software standards

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Affinda’s support and expertise were invaluable… The experience working with Affinda was excellent.

- Nick Tran, Business Analyst, StateCover Mutual

300,000

documents processed annually

80

different document types

60%

Enhanced auditability and tracking of invoice approvals

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Logistics manager reviewing paperwork onsite

The results have spoken for themselves. I recommend Affinda to anyone looking to enhance their product or business with AI capability.

- Steve O’Keeffe, CTO, Felix

76%

reduction in manual data input

30%

reduction in compliance data errors

85,000

compliance documents processed annually

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Frequently asked questions about document conversion

How do I to convert documents to Excel?

Simply upload your document to our free tool at the top of this page, and watch as it converts your document to an Excel file. The platform reads, extracts, validates and exports your document data before converting it into an Excel file in moments.

Need to convert documents to Excel at scale? Try our platform for free - it's fast to set up and integrates easily with your existing business systems.

With our platform, you can:

Upload your documents via drag-and-drop, email or API (single or bulk).
Define your schema (or let the AI predict fields) and choose Excel output.
Apply business rules (e.g., flag missing data, validate formats or check for duplicates).
Validate automatically against your business logic and system requirements.
Export clean Excel files, or push the data straight into your systems.

Result: clean, reliable document conversion to Excel in minutes — no manual re-keying required.

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How do I convert documents to CSV files?

Simply upload your document to our free tool at the top of this page, and watch as it converts your document to a CSV file. The platform reads, extracts, validates and exports your document data before converting it into a CSV file in moments.

Need to convert documents to CSV files at scale? Try our platform for free - it's fast to set up and integrates easily with your existing business systems.

With our platform, you can:

Upload your documents via drag-and-drop, email or API (single or bulk).
Define your schema (or let the AI predict fields) and choose CSV file output.
Apply business rules (e.g., validate required fields, check data formats or identify inconsistencies).
Validate automatically against your business logic and downstream system requirements.
Export clean CSV files, or push the data straight into your systems.

Result: clean, reliable document conversion to CSV files in minutes — no manual re-keying required.

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How accurate is the conversion from documents to Excel or CSV files?

The conversion of documents to Excel or CSV is powered by our platform's data extraction capability, which is 99%+ accurate. After extraction, we convert your data to Excel or CSV automatically and seamlessly. For the small number of documents that may need review, built-in signals alert you and once your team has validated them, your data is converted immediately.

Can I define custom Excel or CSV formats?

Yes. Configure your output fields, data types and column order through our platform interface, or simply describe what you need in natural language. Affinda will generate the exact Excel or CSV structure your downstream systems require.

How quickly can I create a document conversion model?

In minutes. Upload a sample document and the AI instantly predicts which fields to extract. Refine with a few clicks if needed. The model learns from every decision, improving accuracy over time and enabling straight-through processing when you're ready to convert documents to Excel or CSV at scale.

What data fields can Affinda's AI extract from documents?

Affinda can extract any field from any document type. Common fields include:

Document identifiers

Document Type / Category
Document Number / Reference ID
Issue Date / Effective Date / Expiry Date
Version Number / Revision Date
Page Number / Total Pages

Entity and contact information

Individual Names / Organization Names
Addresses (billing, shipping, registered)
Contact Details (phone, email, fax)
Tax IDs / Registration Numbers
Job Titles / Roles

Financial and transactional data

Line Item Descriptions
Quantities / Units of Measure
Unit Prices / Extended Amounts
Subtotals / Tax Amounts / Total Due
Currency / Exchange Rates
Payment Terms / Due Dates

Complex structures

Multi-page tables with nested rows
Form fields, checkboxes and radio buttons
Handwritten notes and annotations
Stamps, seals and signatures
Attachments and embedded documents
Mixed-language content

Need something specific?
Define custom fields in the UI or describe what you need in natural language. Affinda adapts its schema to match your document class and extracts exactly what matters to your workflow.

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What file types does Affinda's document converter support?

Affinda handles all standard file formats, including:

PDF
JPG / JPEG
PNG
TIFF
DOC / DOCX
XLSX
HTML
TXT / CSV

Whether your documents are native digital files or scanned images, Affinda converts them to Excel or CSV with clean, structured data ready for your systems.

Can Affinda extract data from scanned, low-quality or image-based document?

Yes. We combine advanced OCR with Retrieval-Augmented Generation (RAG), LLMs, agentic workflows and proprietary reading-order algorithms to accurately extract data from scanned documents, photos and poor-quality images. Affinda also enhances low-resolution files to improve recognition, helping you convert even challenging documents to Excel or CSV files with confidence.

What languages and currencies are supported?

Affinda automatically detects and processes documents in 50+ languages and any currency, including multi-currency transactions. Mixed-language documents are handled seamlessly and currency symbols or codes are preserved or normalized based on your export settings when you convert documents to Excel or CSV files.

Supported languages include: Afrikaans, Albanian, Amharic, Arabic (Standard, Egyptian, Sudanese, Algerian, Moroccan, Levantine), Bahasa Indonesian, Bengali, Bhojpuri, Bulgarian, Burmese, Chinese (Mandarin [PRC/Taiwan]), Cantonese (Wu, Min Nan, Jinyu, Xiang, Hakka), Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Gujarati, Hebrew, Hindi, Hungarian, Italian, Japanese, Javanese, Kannada, Korean, Latvian, Lingala, Lithuanian, Macedonian, Malayalam, Marathi, Nepali, Norwegian, Odia, Persian (Farsi), Polish, Portuguese, Punjabi (Western and Eastern), Romanian, Russian, Slovak, Slovenian, Somali, Spanish, Swahili, Tagalog, Tamil, Telugu, Thai, Turkish, Ukrainian, Urdu, Vietnamese, Yoruba.

Does Affinda integrate with ERP, CRM, HRIS and other business systems?

Yes. Affinda connects to ERP, CRM, HRIS, AP automation, procurement, legal tech, document management and claims systems. Use our AI Integrations Agent to choose from 400+ systems and build no-code workflows, or integrate via APIs and client libraries. Convert documents to Excel or CSV, validate and push data straight into your systems.

Can I convert thousands of documents to Excel or CSV files?

Yes. Use the free tool at the top of this page for one-off conversions or, to process hundreds at once, sign up for a free trial.

To convert thousands of documents to Excel or CSV at scale - and enable straight-through processing directly into your business systems - our platform is built for that level of automation. You can try it out and process your first 500 documents for free with the trial.

What are examples of document conversion workflow automations?

Document conversion to Excel and CSV powers workflow automation across every business function, including:

Finance and Accounting

Automate invoice processing and accounts payable by extracting vendor details, line items, amounts and payment terms from any invoice format.
Apply validation rules to catch duplicates, flag missing purchase orders and verify totals before pushing structured data directly into your ERP or AP automation system.

Operations and Procurement

Speed up purchase order processing by automatically capturing supplier information, product codes, quantities and pricing from incoming documents.
Convert documents to CSV files that feed directly into your procurement platform, reducing manual entry and improving order accuracy.

HR and People Operations

Streamline employee onboarding by extracting personal details, tax information and employment history from application forms and supporting documents.
Validate required fields, check data formats and push clean Excel files straight into your HRIS - cutting onboarding time and improving the new hire experience.

Is my data secure?

Yes. Affinda is built with enterprise-grade security at its core. We’re ISO 27001:2022 certified and SOC 2 and GDPR compliant, ensuring your documents and data are protected throughout the conversion process. Access controls are role-based, processing is fully auditable and data exports are tightly managed. If you'd like to learn more about our security practices, you can get in touch to discuss compliance requirements, deployment options and data residency aligned with your organization’s needs.

What is document conversion?

Document conversion is the process of transforming any document (PDF, image or digital file) into structured, machine-readable data such as Excel (XLSX) or CSV. Affinda's AI platform automates the entire workflow, from file intake to extraction, validation and export, so you can convert documents to Excel or CSV files in minutes with 99%+ accuracy. The result is clean, structured data ready for analysis, reconciliation or integration with your business systems.

What is document data extraction?

Document data extraction reads any document and identifies key information (identifiers, dates, amounts, addresses, line items and more), then structures it into clean, usable formats.

Affinda's AI transforms unstructured documents into Excel or CSV files that integrate seamlessly with your ERP, CRM, HRIS or other business systems. Our platform combines reading-order models, OCR, LLMs, RAG and agentic workflows to extract data from any document type, format or language with 99%+ accuracy and rapid processing speeds - perfect for both single conversions and high-volume automation.

Field extraction captures everything from simple key-value pairs to complex nested tables, preserving relationships and context. Our AI understands document layout and structure, delivering clean, ready-to-use Excel or CSV files that slot straight into your workflows.

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Want to convert documents to Excel or CSV files at scale?

Automate any document workflow

Reduce errors, reduce risk

Scale without limits

Improve customer satisfaction

See ROI in weeks, not months

Combine the best of artificial and human intelligence

Affinda's document AI can read, understand and extract data from any document

Create models in seconds

Cleanse and transform data

Apply business logic

Pathway 1: Use our AI integrations agent

Pathway 2: Write your own code

No need to talk to sales. Get started now

Sign up for free

Upload documents

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Automating their processes with AI

95%

10×

120,000

82%

300,000

80

60%

76%

30%

85,000

Try document conversion at scale, for free

Frequently asked questions about document conversion

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