Convert

Sorting through PDFs to keep track of data can be a tedious task. Boss Insights offers a document conversion tool as a solution to this problem. This tool can convert financial documents such as balance sheets, income statements, payroll reports and tax transcripts from PDF files in to more usable formats such as Excel or JSON.

The document conversion tool can help save time and also provide a clearer understanding of the financial health of both your organization and its employees. By using this tool, you’ll be able to make more informed decisions, leading to potential cost savings and more.

Getting Started:

For a tutorial on converting documents through the API, including a Postman tutorial for convenience, please see our Document Conversion page here within the technical documentation.

If you are a Portal user and would like to convert through the Portal, please visit the Tools page in the product guide.