10 best PDF Editors for Financial Companies

Finance companies need modern tools and techniques to audit businesses, prevent data breaches, and stay ahead of the competition. And that explains why many finance professionals are looking for ways to edit PDF online to improve their documentation processes.

But finding PDF editors powerful enough to handle the volume of work from financial companies is trickier than entering a few keywords in your Google Chrome’s search bar.

Fortunately, a few PDF tools have unique features suitable for big organizations and price points that won’t eat into the wallets of financial companies. So if you are looking for the best PDF editors to recommend to your firm, this article will review 10 of them.

Lumin PDF

Do you want a cloud-based PDF editor and reader with real-time sync features to ensure you never progress while editing a PDF? Or are you looking for a reliable tool to organize, combine, watermark, and even convert PDF to editable Word?

Lumin PDF is a popular tool similar to Google PDF editor that can do all these and more.

This software grants you unparalleled control when trying to edit PDF file online. It lets you sign documents electronically, eliminating the need to print and scan them manually. And if your firm is looking to go paperless, Lumin PDF will help you on your journey.

And when you use its communication tool to collaborate with colleagues and stay updated with internal documentation progress, you’ll struggle to believe it costs only $79 annually. 


If your priority is to combine, delete, extract PDF pages, then Sejda is worth considering. This tool can handle the workload of a financial company, as it lets users work on up to 200 pages three times daily.

And the best part is that you can use some of its features for free. So in case you want to test the waters, you don’t have to pay to get any value out of this PDF software.

What’s more? Sejda works well on Linux, Windows, and macOS, and the interface is simple. So you don’t need to spend on new computers or professionals to work with the tool.

Finally, it’s remarkable that the PDF editor is available offline and online. In a world where you can either modify PDF online or edit documents offline and export, having a tool that offers both options is welcome.


For a tool named SmallPDF, this software is one of the most feature-packed PDF tools on this list (and any other, for that matter). 

SmallPDF handles PDF editing tasks like annotation, text editing, e-signing, etc., without lagging your computer. And its ability to secure your PDF files with passwords, compress documents, and merge files makes it a fan-favorite in the financial documentation space.

Then throw in the existence of a SmallPDF app for mobile phones, and things begin to seem too good to be true. Agile documentation is one method finance companies can use to stand out, and SmallPDF allows you to work on your documents while on the move.


PDFescape is also worthy of being called one of the best PDF software. You can edit, rotate, annotate, extract and add text to PDF file easily with this online tool.

Like SmallPDF, this tool lets users choose their preferred version; it has online and desktop applications. But for financial companies, the primary reason the desktop version is preferable is it has added features like allowing you to edit up to 1000 pages of a document.

To enjoy the benefits that come with using the feature-packed desktop application, you need to register for the ultimate plan. And at $5.99 per month billed yearly, it is a worthwhile investment for any financial firm.

PDFelement 6

With OS compatibility on both Mac and Windows, PDFelement 6 has an intuitive interface that allows you to make PDF editable in a few steps.

This PDF tool is an asset because its developers understand that not everyone is tech-savvy. They designed the software for users to easily access and operate without supervision and prior tech knowledge.

And financial companies enjoy PDFElement 6 because it allows easy consolidation of their financial records since employees can transform paper documents into online copies.

It also has unique features like property recognition, data extraction in bulk, passwording PDFs, etc. Finally, the OCR feature of this PDF tool that allows you to find invoice information is the heartthrob of several accounting professionals.

PDFelement 6 is ideal for companies that need a PDF editor’s full array of functionalities.

Adobe Acrobat

Even though it isn’t the only online PDF editor worth considering when money isn’t a constraint, Adobe Acrobat is the pioneer of PDF editing.

This tool creates, splits, and combines PDF documents. It also lets users add texts and images to PDFs, draw, and even fill out government forms that other software may not be able to open.

Surprisingly, the software is straightforward to navigate, even with many features. Companies can use OCR  to recognize scanned texts, summarize typed documents to barcodes, build mini-apps within existing documents using JavaScript, etc.

So decades after its launch, Adobe Acrobat is still relevant in any debate about the best PDF editor today.

Nitro Pro 10

Nitro Pro 10 is one of the best PDF editing software on the market because of its simple UI.

Like Adobe Acrobat, this tool has an OCR feature that quickly scans and recognizes texts. Financial companies can use the feature to convert paper documents to digital files and prevent file loss.

Apart from these exciting features, Nitro Pro 10’s customer support system is another strong point. And the presence of a centralized location where team members can share information will improve collaboration in any financial firm.


Okular is a platform that lets you read files, magazines, e-books, and other documents formats like PDF, Epub, jpeg, jpg, WebP, CBZ, etc. 

Thanks to the thumbnail feature, you can preview documents on Okular, which is helpful when checking for previous modifications.

What’s more? Okular lets you copy texts from elsewhere, paste them in your PDF document, and its text zoom functionality helps users with deteriorating eyesight.

A content panel also helps you find chapters when looking through your documents, and these features make it suitable for financial companies.


SodaPDF is one of the best tools to create fillable PDF because of its easy-to-use editing features. With this PDF file editor, you can create fillable PDF with a few clicks. Its straightforward instructions will help your teammates get the hang of using it in a few minutes.

Secondly, you can edit a document and store the updated version in your Google Drive, Dropbox, or company’s online storage system, then sync it across multiple devices, and work at your convenience. 

Finally, you can manage numerous files faster using SodaPDF’s batch tool and even encrypt, blackout or whiteout sensitive information.


Just like the name implies, PDFMerge’s strength is in its ability to combine several PDFs into one file.

But it is more than just a PD merger; you can also convert images to other file formats, resize and compress documents to fit your needs.

If you need a PDF edit online free, get PDFMerge. It is available on Linux, Windows, Mac, Android, and iOS devices.

And it takes the security of its users’ data seriously, so don’t worry about losing sensitive customer information since it deletes all files after 6 hours.


Financial companies require water-tight documentation methods and devices for daily tasks. The tools on this list are feature-packed to boost productivity, prevent file loss and ease a company’s transition to a paperless workflow.

With several security features to ensure the safety of your information, some of these tools require a small fee. But why settle for less when you can use the full features of the PDF tools listed above to work smarter?

Christopher Stern

Christopher Stern is a Washington-based reporter. Chris spent many years covering tech policy as a business reporter for renowned publications. He has extensive experience covering Congress, the Federal Communications Commission, and the Federal Trade Commissions. He is a graduate of Middlebury College. Email:[email protected]

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