PDF SDK for Accounting Document Processing
Process invoices, tax documents, and financial reports. Automate statement generation and redact sensitive financial data.
Accounting & Tax Document Challenges
Invoice processing requires accurate data extraction
Tax documents have strict formatting requirements
Client statements need personalization at scale
Financial data must be properly protected
Use Cases
Invoice Processing
Extract data from invoices and populate accounting systems.
const invoice = await PDFDancer.open('vendor_invoice.pdf');
const vendor = await invoice.selectTextLinesMatching(/Vendor:\s*(.+)/).getText();
const amount = await invoice.selectTextLinesMatching(/Total:\s*\$([\d,]+\.\d{2})/).getText();
const invoiceNum = await invoice.selectTextLinesMatching(/Invoice #:\s*(.+)/).getText();Client Statement Generation
Generate personalized client statements with account activity.
const statement = await PDFDancer.open('statement_template.pdf');
await statement.replaceText('{{CLIENT_NAME}}', client.name);
await statement.replaceText('{{PERIOD}}', reportingPeriod);
await statement.replaceText('{{BALANCE}}', formatCurrency(balance));
// Populate transaction table
for (const tx of transactions) {
await statement.addTableRow(tx.date, tx.description, formatCurrency(tx.amount));
}Tax Document Redaction
Redact sensitive information from tax documents for sharing.
const taxDoc = await PDFDancer.open('tax_return.pdf');
await taxDoc.allPages().selectTextLinesMatching(/SSN:\s*\d{3}-\d{2}-\d{4}/)
.forEach(line => line.redact('***-**-****'));
await taxDoc.allPages().selectTextLinesMatching(/Account #:\s*\d+/)
.forEach(line => line.redact('Account #: [REDACTED]'));Compliance Support
IRS document retention requirementsAICPA professional standardsSOC 2 data handling requirementsState CPA board regulations
Why PDFDancer
- True Text Editing: Modify existing content in place, not overlays
- Semantic Selection: Find content by line, paragraph, or pattern
- Permanent Redaction: Content is removed, not just hidden
- Self-Hosting Available: Keep data in your environment
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