Solutions · Finance & accounting

Statements, workbooks and approvals in one place

Finance teams live in spreadsheets and PDFs. DocuVerse opens both, calculates the workbook and lets approvers sign off right on the sheets.

q3-statement.xlsx
C6fx=C2+C3+C4
2Revenue482,300
3Cost of sales(196,750)
4Operating costs(141,920)
5Net profit143,630

APPROVED

CFO · 8 Nov 2026

Works withPDFWord .docxExcel .xlsxBrowsersNode.js.NET & BlazorC library

3

formats in one viewer: PDF, Word and Excel

20+

markup, signing and page tools

0

uploads to a third-party service

MIT

licence: free for commercial use

Use cases

Where DocuVerse fits in finance & accounting

q3-sales.xlsx
D7fx=SUM(D3:D6)
ABCD
2RegionQ1Q2Q3
3North18,24021,07524,310
4South12,90011,48015,060
5East9,61513,23012,775
6West16,42017,90520,140
7Total57,17563,69072,285
SalesTargets
01

Close the month in the workbook

Statements calculate with their own formulas, tables and rules, and save back to .xlsx.

Learn more
lease-renewal.pdf

Create New Signature

DrawTypeUpload
Create
02

Print and approve

Sheets print to PDF with their page setup; approvers stamp them with name and date.

Learn more
terminal
$ docuverse docx2pdf proposal.docx proposal.pdfwrote proposal.pdf (14 pages)$ docuverse search proposal.pdf "renewal"page 3: … the renewal date is 1 March …page 9: … renewal fees are listed in …$ docuverse annotate proposal.pdf out.pdf 0 '{"type":"Stamp","icon":"Approved"}'annotation 42 added · saved out.pdf
03

Automate reporting

Produce, stamp and archive statement PDFs in batch jobs on your own servers.

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The workflow

From first draft to the final file

  1. 1

    Prepare

    The statement is calculated in the workbook, with its formulas and rules.

  2. 2

    Print

    The sheets are printed to PDF with their page setup, headers and footers.

  3. Approve

    The CFO stamps Approved with name and date; the PDF is archived.

Capabilities

What teams need, and how DocuVerse covers it

Workbooks that recalculate

About 170 Excel functions, tables, filters and conditional formatting, saved back to .xlsx.

q3-sales.xlsx
D7fx=SUM(D3:D6)
ABCD
2RegionQ1Q2Q3
3North18,24021,07524,310
4South12,90011,48015,060
5East9,61513,23012,775
6West16,42017,90520,140
7Total57,17563,69072,285
SalesTargets

Print-ready reports

Print sheets to PDF with their page setup, headers and footers.

Approval stamps

Approved, Final or your own stamp with name and date, on the PDF or the printed sheet.

Batch processing

Use the Node.js or .NET engine to stamp, flatten or extract text from many files at once.

Privacy and security

Documents stay where your users are

Statements and ledgers stay on the analyst’s device while they are reviewed; nothing is uploaded unless your application sends it.

  • Documents open inside the browser, on the user’s device
  • Encrypted PDFs open with the user or owner password
  • Your application chooses what is saved, and where

User’s device

Browser

DocuVerse

↓

only when your app sends it

Your servers

Your storage

optional: Server SDK

✕ No third-party viewer or conversion service in between

Build it

This workflow in a few lines

The same engine behind JavaScript and .NET, so the result is identical wherever it runs.

close-month.mjs
import { readFileSync, writeFileSync } from 'node:fs';import { init, ExcelDocument, PdfDocument } from 'docuverse';await init(); const book = ExcelDocument.open(readFileSync('q3-statement.xlsx'));book.command({ cmd: 'select', cell: 'C6' });book.command({ cmd: 'enter', text: '=C2+C3+C4' }); const pdf = PdfDocument.open(book.pdf());           // the printed statementpdf.addAnnotation(0, { type: 'Stamp', rect: [380, 60, 560, 110],  stampText: 'APPROVED\nCFO, 8 Nov 2026' });writeFileSync('q3-statement-approved.pdf', pdf.save());

Private by design

Documents are processed where your users are: in their browser, or on your servers.

Same result everywhere

Every SDK gives the same result, so a file looks and saves the same on every platform.

Free under MIT

Every feature, unlimited users and servers, no licence keys or per-document fees.

See it with your own documents

Free under the MIT licence, for PDF, Word and Excel, in the browser and on your servers.