Finance

Tools for Accountants & CPAs

Accounting professionals who process financial records, reports, and tax documents.

32 tool configurations available · Free to use

Package Financial Workpapers and Statements Into One ZIP

Bundle financial statements, tax workpapers, and supporting schedules into one ZIP for clean client or auditor delivery. Sign up free.

Clean Accounting CSV Exports: Fix Blank Rows and Whitespace Before Reconciliation

Remove blank rows and fix whitespace in CSV exports from QuickBooks, Xero, or banking portals before reconciliation. Free to get started.

Remove Duplicate Transactions from Bank and Ledger CSV Exports

Remove duplicate transactions from bank exports, ledger files, and accounts payable CSVs. Key-column dedup keeps your first record. Free to start.

Filter Accounting CSV Exports to Isolate the Rows You Need

Isolate specific transactions, accounts, or periods from CSV exports. Filter by column value — free Deliteful account, no card needed.

Merge General Ledger, Bank, and Payroll CSVs Into One File for Reconciliation

Combine general ledger, bank, and payroll CSV exports into one file for reconciliation. Aligns mismatched columns. Free account with Google.

Fix CSV Date and Number Formats Before Reconciliation

Fix inconsistent date and number formats in exported CSV reports before reconciliation or audit. Free account, no card required — sign up with Google.

Remove Internal Ledger Columns from Financial CSV Exports

Strip internal ledger columns from accounting CSV exports before sharing with clients or auditors. Fast, no-code column removal. Free Deliteful account required.

Sort Financial CSV Data by Date, Amount, or Account Code

Sort transaction and ledger CSVs by date, amount, or account code. Free Deliteful account. Sign up with Google and organize your financial data in seconds.

Split Transaction CSVs Into QuickBooks and Xero–Ready Import Files

Split large transaction or bank feed CSVs to fit QuickBooks and Xero import limits. Each chunk includes headers so every import maps correctly.

Convert CSV Files to Excel Spreadsheets for Accounting Workflows

Convert client CSV exports into Excel spreadsheets instantly. Accountants use Deliteful to prep financial data for review, audit, and client delivery in seconds.

Convert Engagement Letters and Financial Reports from Word to PDF

Convert Word-based financial reports and engagement letters to PDF. Accountants use Deliteful to deliver clean, uneditable documents to clients.

Fix Client Excel Exports Before Reconciliation — Remove Blanks and Trim Whitespace

Remove blank rows and trim whitespace from client-exported Excel files before reconciliation. Free Deliteful account — get clean workbooks in seconds.

Combine Excel Worksheets Into One Consolidated Sheet for Month-End Close

Accountants: merge multi-tab trial balances, GL exports, and period reports into one consolidated Excel sheet. Free account, no card required.

Deduplicate Excel Transaction Files for Accountants and CPAs

Consolidate Excel exports from multiple sources and remove duplicate transactions or entries. Clean, audit-ready data in one deduplicated file.

Eliminate Duplicate Excel Entries Before Reconciliation

Accountants: eliminate duplicate transactions and entries from Excel exports before reconciliation. Free Deliteful account — Google sign-in, no card required.

Extract Exactly the Excel Rows You Need — For Accountants & CPAs

Isolate specific ledger rows, expense categories, or client records from Excel exports. Accountants use Deliteful to filter without breaking source files.

Merge Multiple Excel Files Into One Consolidated Sheet for Accounting

Combine monthly Excel reports into one consolidated sheet instantly. Merge first worksheets across files, aligned by column. Free account, no card needed.

Normalize Excel Headers Before Importing Into Accounting Software

Convert Excel column headers to snake_case before importing into accounting software. Free Deliteful account, sign up with Google — no card required.

Remove Working Paper Columns from Excel Before Delivering Client Financials

Drop internal audit columns, working paper fields, and draft notes from Excel before sending financials to clients. Free Deliteful account, sign up with Google.

Sort Excel Ledger and Transaction Data by Column

Quickly sort Excel transaction or ledger data by date, amount, or account code. Accountants use Deliteful to prep clean sorted workbooks for audits and reconciliations.

Split Excel Files by Client or Cost Center — Built for Accountants

Split client or cost-center Excel data into separate files instantly. Accountants use Deliteful to automate Excel splitting — free account, no card required.

Split Large Excel Ledger Exports into Client-Ready Files

Accountants: split large Excel ledgers or exports into smaller files for client delivery or software import. Free account, no card required.

Excel to CSV for Accountants: Clean Data Exports for Accounting Workflows

Export Excel reports to UTF-8 CSV for accounting software imports, audit deliverables, and data reconciliation. No formatting noise, just clean data.

Paginate Financial Reports and Workpapers Before Client Delivery

Paginate financial reports, tax workpapers, and audit files before client delivery or regulatory submission. Free account — sign in with Google in seconds.

Extract Raw Text from Financial PDFs for Accounting Workflows

Pull raw text from bank statements, tax documents, and financial PDFs in bulk. Feed data into Excel or accounting software without manual retyping.

Consolidate Financial Statements and Workpapers Into a Single PDF Package

Combine financial statements, workpapers, and client documents into one audit-ready PDF. Free Deliteful account. No card required, no software to install.

Extract Text from Scanned Financial PDFs into Editable Word Documents

Convert scanned financial statements, tax forms, and receipts into editable Word docs via OCR. Batch up to 50 PDFs. Free Deliteful account required.

Convert Scanned Financial Documents into Searchable PDFs

Convert scanned invoices, bank statements, and tax documents into searchable PDFs. Free Deliteful account — sign up with Google in seconds.

Pull Text from Scanned Invoices and Financial Statements

Extract text from scanned invoices, statements, and tax docs. Create a free Deliteful account and run OCR on scanned financial PDFs instantly.

Lock Down Client Tax Returns and Financial Statements Before Emailing

Accountants: encrypt client tax returns, financial statements, and audit files before emailing. Protect sensitive data in seconds with Deliteful.

Strip Unnecessary Pages from Financial Reports and Client PDFs

Strip cover letters, filler pages, or client-specific sections from financial PDFs before sharing. Free account, no install — process in seconds.

Unlock Encrypted PDF Statements and Tax Documents for Accountants

Accountants: unlock encrypted PDF statements, tax forms, and reports using your known password. Remove protection and access your files for review or archiving.

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