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Bank Statement to Excel

PDF → XLSX · CSV5 credits per statement page, minimum 25Beta

Turn any PDF bank statement into a clean, categorized spreadsheet — without uploading your finances to a chatbot.

What do you need?
Files are deleted after processing
EXAMPLE
STATEMENT.PDF — SCANNED
arrow_forward
TRANSACTIONS.XLSX
2024-03-14, STARBUCKS #442, Dining, -6.40
2024-03-14, PAYROLL ACME INC, Income, +2,450.00
2024-03-15, SHELL OIL 7742, Fuel, -52.18
2024-03-16, RENT MARCH, Rent, -1,800.00

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

The same file, different jobs. Tap a prompt to try it.

ACCOUNTING & BOOKKEEPING
Month-end without manual entry
A clean row-per-transaction sheet you can import into QuickBooks or Xero.
TAX PREP
Schedule C, from statements
A year of transactions, categorized for filing.
LENDING & UNDERWRITING
Verify income and spending
Deposits, recurring payments, and fees laid out as signed rows you can check.
LEGAL & FORENSIC
Follow the money
Every transfer as a dated, signed row you can sort and trace.
PROPERTY MANAGEMENT
Track rent as it lands
Deposits pulled out as positive rows you can match to tenants and months.
SMALL BUSINESS
Know where the money goes
A spending breakdown by category — no bookkeeper.
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.

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Try it free. 50 credits every month.
No card needed. Files are deleted after processing.
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Bank Statement Converter — PDF to Excel/CSV | 42tools