---
title: "PDF Software for Accountants on Mac: Statements to Excel"
description: "For CPAs, chartered accountants and finance teams: statements to Excel checked against the balance, unlock client PDFs, certified copies, portal sizes."
url: https://sheafai.app/pdf-software-for-accountants-mac
---

# PDF software for accountants and finance teams

Client statements arrive as locked PDFs, portals reject big files, and certified copies need stamping. Sheaf handles all of it on your Mac, without sending client data to a website.

**In short:** Sheaf turns bank and card statement PDFs into Excel with every row checked against the running balance, opens password-protected statements using each client's saved details, stamps certified true copies (with UDIN for Indian chartered accountants) and shrinks files to a tax portal's upload limit. It works for CPAs, chartered accountants, bookkeepers and finance teams, entirely on the Mac.

Updated 9 November 2026

## What it does for you

**Bank statements to Excel**Every transaction in its own row with date, details, debit, credit and balance. Rows that don't add up to the balance are highlighted, so nothing slips into the books unchecked.

**Any bank, any country**Reads Indian, US, UK and Australian layouts: Dr/Cr columns, a single signed amount, money in and out, dates without a year, newest first, and scanned statements.

**Unlock client statements**Save each client's ID number, date of birth and customer IDs once. Sheaf opens their locked statements, India's AIS and Form 26AS, and UK payslips on its own.

**Certified true copy**Your signature, name, membership number and date in one stamp, in your country's wording. For Indian CAs, the UDIN is checked against your membership number.

**Fit the portal**One tap keeps each file under the limit: 10 MB for IRS and USCIS uploads, 5 MB for India's Income Tax and GST portals or Australia's ATO and myGov.

**Audit and working papers**Merge evidence into one PDF with bookmarks, add page numbers, watermark drafts and remove hidden data before sending.

**Redact before sharing**Remove account, card and tax ID numbers from documents you pass to third parties.

**Shortcuts**“Convert a bank statement to Excel” works in the Shortcuts app for batch jobs.

## A typical day

1. Drag a month of client statements onto Sheaf and choose Excel.
2. Locked ones open with the client's saved details; anything else asks once.
3. Check the highlighted rows against the PDF, shown side by side, then save one workbook with a sheet per statement and an All statements sheet.
4. Drag the signed financial statements and choose Certify, then Compress › Fit for the portal.

## Why it's safe to use with client files

- **Nothing is uploaded.** Every action runs on the Mac; Sheaf has no servers and no account.
- **Originals are never changed.** Each result is a new file next to the original, with Undo.
- **Sandboxed and reviewed by Apple.** Sheaf is sold only on the Mac App Store and opens only the files you give it.
- **Ready for IT.** [Sheaf for Business](https://sheafai.app/business) deploys through Apple Business Manager with managed settings.

See [every feature](https://sheafai.app/features).

[Download for Mac](https://apps.apple.com/app/id6830258390)

Free 7-day trial · then one purchase, no subscription

## Questions

### Can Sheaf convert a scanned bank statement to Excel?

Yes. Sheaf reads scanned pages on the Mac and then checks each row against the balance, so reading mistakes show up as highlighted rows.

### How does Sheaf know the Excel is right?

For statements with a running balance, Sheaf checks that each row's debit or credit takes the previous balance to the next one. Rows that don't add up are highlighted in the app and in Excel.

### Does Sheaf guess passwords?

No. It only tries passwords built from details you enter for your own clients, in the patterns banks and tax offices use, plus passwords you've saved. Those details are kept in this Mac's keychain.

### Can I add a UDIN to a certificate?

Yes. Choose India as the wording and paste the UDIN from udin.icai.org; Sheaf checks its length and that it contains your membership number.