Convert bank statements to Excel
Turn statement PDFs and scans into structured data with transaction dates, descriptions, amounts, and account details.
Start free instantly • All document types • No signup required
Privacy First: Your images are never stored - processed instantly and discarded
Export templates use English headers. Extracted text generally stays in the document’s language.
A clearer view of your transactions
The standard Excel export puts transactions in one Transactions sheet. Available details depend on what is present and readable in the statement.
Transaction details
- Posting date
- Value date where available
- Description
- Reference where available
Money movement
- Signed transaction amount
- Currency
- Running balance where available
Account context
- Bank and account identifier
- Account holder where available
- Statement period
- Source filename
Money out is negative and money in is positive in the amount column. Separate debit and credit columns are not required to distinguish them.
Account identifiers and statement periods repeat on transaction rows so you can review their source. Opening and closing balances belong to the detailed layout or JSON, not the standard flat sheet.
Choose what happens next
Review and organize transactions
Excel
Sort and filter the downloaded spreadsheet, check dates and amounts, and prepare reviewed data for bookkeeping.
Import into accounting software
Xero CSV and QuickBooks CSV
PremiumDownload an accounting CSV for import into your software. This is a file export, not a direct connection or live bank feed.
An accounting CSV can contain transactions from several accounts without the identifiers available in the standard spreadsheet. Review the original statement and prepare transactions for each destination account before importing; the tool does not split them automatically.
Work with your own tools
CSV and JSON
Use CSV transaction rows or structured JSON in your own workflow. Word is also available for a readable document export.
Keep the statement in context
Before you convert
- Prefer the original statement PDF when available
- Include all relevant pages in order
- Keep account headers, column headings, and periods visible
- Check the current upload limits and remaining allowance
Before you use the result
- Compare transactions and amounts against the original
- Check amount signs and posting versus value dates
- Confirm the account and currency before grouping or importing
- Check for overlapping periods when combining statements
Choose Your Plan
On every plan, export templates use English headers and field names. Extracted text and source-table headers generally stay in the document’s language.
Free
Perfect for occasional use. No account needed.
- 5 conversions per day
- Single-file uploads, up to 5 MB
- Receipts, invoices, bank & credit card statements, paystubs, table images
- JPG, PNG, HEIC, HEIF, TIFF, WebP, single- and multi-page PDF
- Export to Excel, CSV, Word, JSON
- Privacy first: files & output are never stored
Free+
Bigger batches and email delivery.
- 5 conversions per day
- Batches of up to 5 files, up to 10 MB each
- Email delivery of results
- Everything in Free
Premium
Monthly subscription. Renews automatically until cancelled.
For power users who need high monthly volume.
- 2,500 pages per month
- Batches of up to 50 files, up to 25 MB each
- Parallel processing - up to 10× faster batches
- ZIP download for batches
- Document merging
- Xero CSV & QuickBooks CSV exports
- Email support
- Billed monthly, cancel anytime
- Everything in Free+
Bank statement questions
Can I upload a statement with several pages
Yes, within the upload limits and your remaining allowance. Each PDF page consumes one allowance unit. Pages in one PDF are processed as one document; this is different from merging separate files.
What if one statement contains several accounts
The standard spreadsheet can contain transactions from multiple accounts, with account and period columns on the rows. Check these against the source; masked account identifiers may not be unique.
How are debits and credits represented
The amount column uses negative values for money out and positive values for money in. Running balances are included where available. Verify signs and balances against the statement rather than treating them as proof of a correct extraction.
How do accounting exports differ from Excel
Standard Excel retains transaction and account context. Premium Xero and QuickBooks CSV use accounting import layouts with fewer fields; QuickBooks uses Date, Description, and Amount. Check the destination account and import requirements yourself.
What is free and when do I need Premium
Free and Free+ allow five PDF pages or images per day. Free uploads one file at a time, Free+ up to 5, and Premium up to 50 within its allowance. Premium can merge separate statements into flat Excel, CSV, Word, or accounting CSV; JSON and detailed layouts are not merge formats.
What happens to my statement data
Documents are processed in memory using an AI provider. If you choose email delivery, the output also passes through our email service and remains in your mailbox. Read the privacy policy for provider and account-data details.