Free Beta
Bank Statement Converter
Convert bank statement PDFs to clean Excel or CSV files.
Review transactions and verify balances before export.
Drop your bank statement PDF here
or
PDF only · Max 20MB · Max 30 pages
Output formats
Excel (.xlsx)
Spreadsheet ready for review in Excel or Google Sheets, with transaction columns and balances.
CSV
Clean comma-separated rows for imports, scripts, and accounting workflows.
Example output
Fictional demo data — not from a real account.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-01-02 | ACME PAYROLL DEPOSIT | 2,500.00 | 3,500.00 | |
| 2026-01-03 | COFFEE SHOP DOWNTOWN | 4.50 | 3,495.50 | |
| 2026-01-05 | GROCERY MARKET #214 | 86.20 | 3,409.30 |
More than just conversion
We don't just extract transactions.
When opening and closing balances are available, we verify:
Opening Balance + Credits − Debits = Closing Balance
- Balance verified — the math matches.
- Balance could not be verified — review carefully before export. We never invent rows to force a match.
How it works
Step 1
Upload
Drop a text-based PDF bank statement.
Step 2
Review
Check transactions and balance status.
Step 3
Export
Download Excel or CSV when ready.
Supported statements
Best for
- Text-based PDF bank statements
- Checking accounts
- Savings accounts
Not supported yet
- Scanned PDFs / images
- Investment / brokerage statements
- Non-English formats
Privacy & security
Bank statements are sensitive. Original PDFs are deleted after processing. We do not store full transaction details or account numbers in analytics. Read the privacy policy and terms.
FAQ
How do I convert a bank statement to Excel?
Upload a text-based bank statement PDF on this page, review the extracted transactions and balance check, then download Excel (.xlsx).
Can I convert a PDF bank statement to CSV?
Yes. After preview, choose CSV export for structured rows you can open in sheets, databases, or accounting tools.
Does this work with text-based bank statement PDFs?
Yes. Text-based checking and savings PDFs work best in this free beta. If you can select text in a PDF viewer, it is usually text-based.
Are uploaded bank statements stored?
The original PDF is deleted after processing. We only keep anonymous technical metrics — not full transactions or account numbers.
Can I convert scanned bank statements?
Not in this beta. Scanned or image-only PDFs are unsupported. Use a text-based statement PDF instead.
How does balance verification work?
When opening and closing balances are available, we check Opening Balance + Credits − Debits = Closing Balance. You will see “Balance verified” or “Balance could not be verified” before export.
More tools
- Bank Statement to Excel — focused Excel (.xlsx) export workflow
- Bank Statement to CSV — clean CSV rows for imports
- PDF Bank Statement to Excel — PDF-specific tips and limits
- Supported Statements — what works in this free beta