Accounting document workflows
PDF tools for accountants
Your ledger lives in Xero or QuickBooks — but the documents around it arrive as PDFs. Statements that need to become rows, client records that need account numbers removed before filing, receipt packs that need merging, engagement letters that need signatures. Wolf PDF handles that layer in one browser tab, with no software to install and no client data retained after processing.
How it works
- 1Pick the job: convert, redact, merge, compress, or sign
- 2Upload the client document
- 3Run the tool and review the output
- 4Download — files are auto-deleted after processing
Month-end and bookkeeping jobs
The recurring PDF work in a bookkeeping month, handled in the browser rather than by retyping or printing.
- Bank and supplier statements → Excel or CSV rows, then reconcile against opening and closing balances
- Invoice and receipt packs merged into one document per client per period
- Oversized scan bundles compressed to fit portal upload limits
- Split large packs so each schedule can be filed where it belongs
Client confidentiality, done properly
When client documents move — to lenders, to other advisers, into shared drives — a black box drawn over an account number is not redaction; the text is still in the file. Wolf PDF removes the marked content from the file itself.
- True redaction: marked text and image content is deleted, not covered
- Redact account numbers before statements go into email threads
- Password-protect files that still carry income or identity data
- Files are deleted after processing; leftovers auto-clear within 30 minutes
Engagement letters and client sign-off
Collect signatures on engagement letters, authority forms, and approvals without printing or chasing scanned copies back.
- Send a PDF for signature with placed fields; the client signs from an email link
- Clients do not need an account to sign
- Self-sign your own documents in the browser
- Ask PDF answers questions about long documents with page citations — useful for a first pass over an unfamiliar contract
What Wolf PDF is not
It is not a ledger, a tax platform, or a bank feed — and it does not pretend to be. It is the fast lane for the PDF admin around those systems.
- No direct Xero, QuickBooks, HMRC, or IRS integration — exports go via CSV import screens
- Extracted figures should always be reconciled before they reach a ledger
- Free tier for occasional use; Premium (£4.99/month or £39.99/year) removes daily and page limits for practice workloads
- Runs entirely in the browser — nothing to install past IT approval
Common questions
Answers for accountants and bookkeepers evaluating Wolf PDF for client work.
Is client data safe to upload?
Documents are processed for your session only and deleted after processing, with leftovers automatically cleared within 30 minutes. Document content is never used for anything except the action you ran. For extra caution, redact identifying details before uploading anywhere.
Does it integrate with Xero or QuickBooks?
Not directly. Statement conversions export to CSV or XLSX, which import cleanly through Xero and QuickBooks import screens after matching columns. We would rather be honest about that than claim an integration that does not exist.
How accurate is statement conversion?
Digital statement PDFs convert reliably; scans are harder for every tool. Either way, reconcile the extracted totals against the statement balances before the data touches a ledger — it takes 30 seconds.
Can clients sign engagement letters without creating an account?
Yes. You need an account to send signature requests; recipients sign from a secure link with no signup.
Is the redaction actually safe for client documents?
Yes — it is true redaction. The marked text and image content is removed when the file is rebuilt, so it cannot be selected, copied, or extracted afterwards.
What does it cost for regular use?
Free covers occasional use with daily limits. Premium is £4.99/month or £39.99/year and removes conversion, page, and signing limits — one client statement pack a month typically justifies it.