PDF bank statement converter

Convert Bank Statements to Excel & CSV

Upload a PDF bank statement and turn the transactions into clean, structured spreadsheet data — Excel, CSV or JSON.

Drop your bank statement here

PDF, JPG or PNG · up to 25 MB

No signup required · Files deleted after processing · How files are handled

Works with statements from 1,000+ banks

Supported output

Your statement, structured properly.

From a fixed-layout PDF to a spreadsheet you can actually work with.

statement-january.pdf
PDF
Fixed-layout PDF — unusable for analysis
DateDescriptionDebitCreditBalance
02 Jan 2026AMAZON MARKETPLACE$42.19—$4,821.43
03 Jan 2026CLIENT PAYMENT—$2,500.00$7,321.43
04 Jan 2026UBER$18.70—$7,302.73
Clean columns: dates, descriptions, debits, credits, balances

How it works

How to Convert a Bank Statement

Three steps from PDF to spreadsheet, in a few seconds.

  1. 1. Upload

    Upload your PDF bank statement.

  2. 2. Extract

    We detect the statement layout and extract each transaction.

  3. 3. Download

    Export your transactions into Excel, CSV or JSON.

Bank statement conversion without the cleanup.

Accurate transaction extraction

Automatically separate dates, descriptions, debits, credits and balances.

Works with scanned statements

OCR fallback for statements where text cannot be extracted directly.

Ready for Excel

Export clean XLSX, CSV or JSON files instantly.

Use cases

Built for anyone working with financial data.

AccountantsTurn client statements into spreadsheet-ready transactions.BookkeepersReduce manual statement entry and reconciliation work.Mortgage brokersExtract applicant banking information faster.LendersConvert statements into structured underwriting data.Business ownersMove bank activity into Excel without manual copying.DevelopersSend statements through the API and receive structured JSON.

Bank coverage

Works with banks around the world.

Statement formats vary frequently. Our extraction system analyzes each document rather than relying solely on one fixed layout.

  • Chase
  • Bank of America
  • Wells Fargo
  • Capital One
  • Citibank
  • HSBC
  • Barclays
  • Lloyds
  • NatWest
  • Santander
  • Monzo
  • Revolut
View supported banks

Security

Your financial documents stay private.

Uploaded statements are processed in temporary storage and automatically deleted after processing completes. Paid plans can configure a custom retention window.

  • Encrypted upload

    Files are transferred over TLS-encrypted connections.

  • Temporary processing

    Statements are held in temporary storage only while processing runs.

  • Automatic deletion

    Originals are deleted automatically once your export is ready.

  • No statement data sold

    Your financial data is never sold or shared with third parties.

  • Secure infrastructure

    Processing runs on hardened, access-controlled infrastructure.

Guides

Useful bank statement conversion guides

Browse all guides

FAQ

Frequently asked questions

Can I convert a PDF bank statement to Excel?
Yes. Upload the PDF and every transaction is extracted into a clean XLSX file with separate columns for date, description, debit, credit and balance — numbers as numbers, ready for formulas and pivot tables.
Does this work with scanned statements?
Yes. When a statement has no embedded text layer — a scan, fax or photo — OCR extraction runs automatically, and every row carries a confidence score so you can review anything uncertain.
Which banks are supported?
Statements from over a thousand bank formats convert successfully, including Chase, Bank of America, Wells Fargo, HSBC, Barclays, Monzo and Revolut. The extraction system analyzes each document's layout rather than relying on one fixed template, so unfamiliar banks work too.
Is my bank statement stored?
Uploaded statements are processed in temporary storage and deleted automatically after processing completes. Paid plans can configure a custom retention window; statement data is never sold or shared.
Can I convert multiple statements?
Yes. Paid plans include batch upload — drop in several PDFs at once, watch the processing queue, and download each result. Each statement is processed independently with identical output columns.
Can I export transactions to CSV?
Yes. Alongside Excel, every conversion can be downloaded as an RFC 4180-compliant CSV with ISO dates and plain numeric amounts — formatted to import cleanly into QuickBooks, Xero and similar tools.
Is there an API?
Yes. The REST API accepts statement uploads via POST /v1/statements and returns structured JSON transactions, with webhooks for asynchronous batches. API access is included on Professional plans and above.
Can accountants use this for client statements?
Yes — that's one of the most common uses. Client statements from any bank convert into one consistent column layout, batch upload handles catch-up jobs, and automatic deletion keeps client documents from lingering after processing.

Convert your bank statement now

Upload a PDF statement and download clean Excel, CSV or JSON in seconds — no signup required for your first conversion.

Convert a statement