Bank statement to
Excel converter

Turn a PDF bank statement into Excel or CSV in about ten seconds. Every transaction is read, the running balance is checked, and the file stays on your computer the whole time.

Free, and no account neededSee plans

Convert to Excel
Features

From PDF to spreadsheet

Three things have to go right to convert a bank statement properly. The rows have to come out of the page in order, the columns have to be identified, and the arithmetic has to be checked before you trust it.

Every transaction pulled out of the PDF

Text based PDFs, scans, phone photos, CSV exports, and XLSX files all go in. For a text PDF the parser uses the real characters and where they sit on the page, so rows come back in the order the bank printed them.

  • Dates, descriptions, amounts, and balances detected by position
  • Scanned and photographed statements read with built in OCR
  • Multi page statements handled in a single pass
Every transaction pulled out of the PDF

Works with the layout your bank happens to use

Banks do not agree on anything. Some print debit and credit in separate columns, some use one signed amount. Column detection works it out from the page itself, so a layout nobody has seen before still parses.

  • Day first and month first dates told apart per document
  • Comma and full stop decimal formats both read correctly
  • Save a layout once and the same bank matches it next time
Works with the layout your bank happens to use

Arithmetic checked before you see the table

Each row is tested against the running balance the bank printed. If the numbers do not carry from one line to the next, that row is flagged rather than quietly shipped into your spreadsheet.

  • Running balance reconciled line by line
  • Rows that do not add up are flagged for review
  • Edit any cell before exporting to .xlsx or .csv
Arithmetic checked before you see the table
The short version

Three numbers that matter

0

Bytes sent to a server

The converter has no backend. Turn your wifi off after the page loads and it still converts.

<0s

For a typical statement

A normal monthly statement is done before you have finished reading this sentence.

0%

Of rows shown to you

Nothing is dropped in the background. Every row appears in an editable table before export.

How it works

Convert one in three steps

Transform your bank statements into organized spreadsheets with a quick four-step workflow.

Add your statement

Drop in a PDF, image, CSV, or XLSX file. Nothing is sent anywhere, the browser just opens the file off your disk.

Add your statement

Let it read the page

Rows, columns, dates, and amounts are detected, then every line is checked against the running balance.

Let it read the page

Review and download

Fix anything flagged, then download a .xlsx or .csv with the columns lined up and the totals tying out.

Review and download
Pricing

Free to start, paid at volume

Converting a statement costs nothing and needs no account. The paid plans exist for people doing it in bulk every month.

Free

For the occasional statement

$0/month
Get Started Free
  • Unlimited conversions, one file at a time
  • PDF, scan, photo, CSV, and XLSX input
  • Editable table with balance checking
  • Download as .xlsx or .csv

Pro

For a monthly bookkeeping run

$9/month
Get Started Free
  • Everything in Free
  • Convert many statements in one go
  • Saved layouts per bank
  • Email support within one working day

Ultra Pro

For practices handling client books

$13/month
Get Started Free
  • Everything in Pro
  • Higher batch limits for large back runs
  • Shared layouts across your team
  • Priority support
FAQ

Common questions

If something here is unclear, the honest answer is usually in the second sentence rather than the first.

No. The statement is read inside your own browser tab and never sent anywhere. There is no upload endpoint and no account holding your files. You can disconnect from the internet after the page has loaded and the conversion still works, which is the simplest way to prove it to yourself.

Open the converter, drop in the PDF, and download the .xlsx file. The parser reads the transactions, checks each row against the running balance, and shows you an editable table before anything is exported. A typical monthly statement takes a few seconds and needs no account.

Text based PDF statements, scans and phone photos of statements, CSV exports, and XLSX spreadsheets. Scanned and photographed statements are read with text recognition that runs on your device, with page rotation corrected automatically and uncertain lines flagged for review.

Almost certainly, because nothing is hard coded per bank. Columns are found by where they sit on the page rather than by matching a known template, so layouts nobody has seen before still parse. If a column lands in the wrong place you can remap it, and that mapping is remembered for next time.

CSV and XLSX inputs come through unchanged. Text based PDFs parse cleanly in most cases, and every row is checked against the running balance the bank printed, so arithmetic errors surface instead of hiding. Scans depend on the quality of the scan, which is why low confidence rows are flagged rather than trusted.

Yes, using the unlock tool. Enter the password your bank gave you and you get an unlocked copy with the text and layout intact, nothing flattened into images. Like everything else here it runs locally, so the password and the file both stay on your machine.

No. There is no sign up, no email verification, and no login for the free converter. Open the page and drop in a file. Accounts only exist on the paid plans, where they carry your saved bank layouts and batch settings.

Converting statements one at a time is free with no cap and no account. The paid plans start at nine dollars a month and add batch conversion, saved layouts per bank, and support, which mainly matters if you are reconciling books for other people.

Yes, and that is most of who uses it. The output is a normal .xlsx or .csv with date, description, amount, and balance columns, which imports into standard bookkeeping software. Because the file never leaves the machine, it also tends to clear client confidentiality rules that block upload based tools.

Convert your first statement

Drop in a PDF and watch it come back as a spreadsheet, without the file ever leaving your computer.