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Bank Statement to Excel
Turn any PDF bank statement into a clean, categorized spreadsheet - without uploading your finances to a chatbot.
50 credits free every month
No card needed
Private files
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Upload after your free sign-upPDF statements, digital or scanned · up to 25 MB each
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Choose your settings after sign-up.
Secure upload
EXAMPLE
What you get
check_circleA row for every transaction
check_circleSigned amounts - debits negative, credits positive
check_circleSpending auto-categorized
check_circleRunning balance when the statement prints one
check_circleBoth Excel (.xlsx) and CSV, every time
How it works
1Upload statementsDrop in one or many PDF statements - digital exports or phone scans. Password-free encrypted PDFs are handled automatically.
2Page-by-page extractionOur vision models read every page and pull out each transaction with a signed amount, a category, and the running balance when it's printed.
3Download your spreadsheetGet a clean Excel file and a CSV - a row for every transaction, ready to sort, total, or import.
Who uses this tool
ACCOUNTING & BOOKKEEPING
Month-end without manual entry
TAX PREP
Schedule C, from statements
LENDING & UNDERWRITING
Verify income and spending
LEGAL & FORENSIC
Follow the money
PROPERTY MANAGEMENT
Track rent as it lands
SMALL BUSINESS
Know where the money goes
SECURITY
Built for sensitive documents
Bank statements, medical files, case records. Security isn't a feature we added - it's the foundation.
lock
Encrypted in transit
Encrypted in transit over TLS 1.2+, and stored in access-controlled, encrypted object storage. Files are protected the moment they leave your browser.
admin_panel_settings
Your files stay yours
Workspaces are isolated per account. Role-based access shows teammates only what they need.
auto_delete
Deleted, not stored
Files are deleted after processing. Everything runs on our own hardware and is never sent to an outside AI service, so your data is never used to train models.
dnsProcessed on our own hardwareauto_deleteDeleted after processinglockEncrypted in transit
Questions
All of them. There are no per-bank templates - a vision model reads each statement page the way a person would, so any layout works, checking or credit card, scanned or digital.
A row for every transaction with the posting date, the description as printed, a signed amount (debits negative, credits positive), a spending category we assign, and the running balance when the statement prints one. You get both an .xlsx and a .csv.
Yes. Files are read on our own servers, never sent to OpenAI or Google, never used for training, and auto-deleted 7 days after the job finishes.
Yes - every page is rendered to an image and read by our vision models, so photographed and scanned statements convert just like digital exports.
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Try it free. 50 credits every month.
No card needed. Files are deleted after processing.