Bank Statement Converter to Excel & CSV

Any bank, any format, even a photo: converted to a 99% accurate spreadsheet. First pages free.

Drop your bank statement here

PDF, scanned, or a photo

Browse files

From PDF to spreadsheet in three steps

  1. 1

    Upload your statement

    Drop a PDF, or a photo of a printed statement. Up to 50MB, multi page included.

  2. 2

    We extract every transaction

    Date, description, amount and balance, read by our AI model. Every page, every row.

  3. 3

    Download Excel or CSV

    Open it in Excel directly, or import it into QuickBooks, Xero or FreshBooks.

Works with any bank

Drop any statement above. Or start from your bank's page, with download steps, format notes and straight answers.

Watch your statement become a spreadsheet

SAMPLE BANK
Statement period 01 Jan to 31 Jan 2025
Account: β€’β€’β€’β€’ 0000
JANE DOE (SAMPLE)
123 SAMPLE STREET
ANYTOWN 00000
Account summary
Opening balance$4,920.00
Money in3,200.00
Money out-457.50
Closing balance$7,662.50
Transactions
DateDescriptionAmountBalance
Opening balance$4,920.00
01/03Card purchase 01/02 Grocery Store Anytown-84.204,835.80
01/07ATM withdrawal 123 Sample St Anytown-100.004,735.80
01/10Bill payment City Utilities 55021-92.354,643.45
01/15Salary Acme Corp ref 00003,200.007,843.45
01/16Card purchase 01/15 Online Marketplace-127.457,716.00
01/18Card purchase 01/17 Coffee House #0921-8.507,707.50
01/19Transfer to John ref 0000-45.007,662.50
Closing balance$7,662.50
Page 1 of 2
bank-statement.csvreading statementextracting rowswriting csvcsv ready βœ“
Sample transactions extracted from a Sample Bank statement
DateDescriptionAmount
01/03Grocery Store-84.20
01/07ATM Withdrawal-100.00
01/10City Utilities-92.35
01/15Salary, Acme Corp+3,200.00
01/16Online Marketplace-127.45
01/18Coffee House #0921-8.50
01/19Transfer to John-45.00
7 transactions extracted Β· CSV ready

Illustration of the extraction process, shown with sample data.

What you get

No more manual typing.

0199% accuracy, field by field
Amounts and balances are read from the statement itself rather than retyped, so the closing column ties out.
accuracy
02Any bank, anywhere
Thousands of banks, with no supported list to check first.
coverage
03A year of statements in one batch
Convert a folder together and download the results in a single pass.
volume
04Encrypted, under your control
Uploads travel over SSL, and you can delete your files at any time.
privacy
05Lands in your ledger
Columns structured for QuickBooks, Xero and FreshBooks. Most statements convert in under 30 seconds.
workflow

Scanned statements convert too

A scan or a photo of a printed statement converts the same way as a native PDF.

  • Read by our AI model, no templates
  • Handwritten notes on the page are fine
  • Same clean columns, every time

Photos work best flat, well lit and with the full page in frame.

Frequently asked questions

Straight answers to what people ask before uploading a statement.

How does BankStatementConverter process and convert PDF bank statements?β–Ύ

BankStatementConverter uses advanced AI technologies, including Machine Learning and OCR, to turn PDF bank statements into Excel, CSV, or JSON formats.

Our standout feature is our high accuracy rate when converting bank statements. This high level of precision makes BankStatementConverter an ideal choice for those who require accuracy for workflow automation.

What kinds of bank statements can be converted?β–Ύ

Our tool can convert any bank statement, no matter the format or layout. We don't use fixed templates, so our tool works with every kind of statement. Our AI technology makes it easy to identify the data you need from any bank statement in the world.

Is my data secure with BankStatementConverter?β–Ύ

Your data security is our top priority. We assure you that your information is completely safe with BankStatementConverter.

After conversion, your data is promptly removed from our systems to ensure maximum privacy and security.

What happens to my files after conversion?β–Ύ

Your privacy is our top priority. Every file is encrypted during upload and processing. By default, files are automatically deleted shortly after conversion, but you can also choose to delete them immediately yourself. This gives you full control over your financial data at all times.

What is the file size or page limit for uploads?β–Ύ

BankStatementConverter supports files up to 50MB, including multi-page PDFs. This covers most monthly or yearly bank statements.

Which file formats can I export to?β–Ύ

You can export statements to Excel (XLSX) or CSV format. Excel provides a structured spreadsheet for analysis, while CSV files are perfect for importing into tools like QuickBooks, Xero, or FreshBooks. Both are optimized for clean, ready-to-use data.

Can I convert scanned PDFs or image-based statements?β–Ύ

Yes. If you only have a scanned or image-based PDF, our system uses OCR to extract the data. As long as the scan is clear, the tool structures transactions into Excel or CSV. Ideal for older or paper-based statements.

Which banks are supported?β–Ύ

BankStatementConverter works with any bank worldwide. Whether from Bank of America, HSBC, Wells Fargo, Barclays, or smaller regional banks, our system adapts to each layout and ensures accurate extraction.

How accurate is the conversion?β–Ύ

Our system is designed for financial documents, not just generic PDFs. It recognizes tables, balances, and currencies with high accuracy, even with unusual layouts. Most conversions are ready to use without manual cleanup, saving time and reducing errors.

How fast is the conversion process?β–Ύ

Most statements convert in under 30 seconds. Larger or scanned PDFs may take slightly longer. Compared to hours of manual entry, this speed is a major advantage for busy professionals.

Do I need to create an account to use the converter?β–Ύ

Yes. To use BankStatementConverter, you'll need to create an account. This ensures secure handling of your files and gives you access to all features, including batch conversions and fast processing.

Signing up allows you to manage your conversions more efficiently, making it especially useful for accountants and professionals who work with multiple statements on a regular basis.

How do the different plans work?β–Ύ

BankStatementConverter offers flexible plans designed for different needs. Whether you only convert a few statements each month or handle hundreds, there's a plan that fits. Each plan comes with a monthly allowance of conversions, so you can pick the one that matches your workflow. And if your needs grow, upgrading is simple; you'll always have the right level of access without paying for more than you need.

Can I use this tool for my clients' bank statements?β–Ύ

Yes. Many accountants, bookkeepers, and consultants rely on BankStatementConverter for client work. It handles different banks, currencies, and layouts securely, so you can deliver clean Excel-ready data without exposing sensitive client information.

Can I convert international or multi-currency statements?β–Ύ

Yes. The system supports USD, EUR, GBP, and many other currencies, preserving symbols and number formatting. It's perfect for businesses and accountants who manage international accounts and multi-currency reporting.

Convert your statement now

Create an account and convert your first pages free. Most statements are ready in under 30 seconds, and the spreadsheet lands in the same columns every time.

Get started for free

No card needed Β· Encrypted over SSL Β· Delete your files anytime