Bank statement to Excel
Convert bank statements to reviewable Excel data
Extract dates, descriptions and amounts from bank statement PDFs, review the transactions, and download a structured Excel workbook.
For accountants, bookkeepers, finance teams and any professional who needs transaction data without retyping every row.
How it works
Upload the statement
Choose a text-based or scanned PDF. Available pages are processed first, even when the complete file exceeds your balance.
Review the extracted rows
Check transaction dates, descriptions and signed amounts against the source document.
Export for your workflow
Download Excel, CSV or OFX on every package, subject to its page and review limits.
Accuracy and compatibility
Password-protected PDFs must be unlocked before processing.
Statement layouts vary; always review extracted data before posting it to accounting software.
Frequently asked questions
Can it read scanned statements?
Yes. Every package can process scanned-statement rows using its available pages and unlock the exact remainder without uploading again.
Which columns are extracted?
The review table includes transaction date, description/details and transaction amount, with source order preserved.
Can I export CSV or OFX?
Yes. Excel, CSV and OFX exports are available on every package; review and workflow controls still depend on the active package.