Bank statementextraction
Extract transaction rows from bank statement PDFs for spreadsheets, databases, and downstream finance workflows.
If you want ranked software options, start with bank statement software. If you only need export formats, use the converter.
Choose The Right Workflow
Use the converter when the main question is CSV, Excel, QIF, OFX, or QBO output rather than extraction itself.
Open the converterUse the reader if the hard part is scanned or image-based statements and document readability comes first.
Open the readerUse the software page if you are comparing tools, setup tradeoffs, privacy, and best-fit workflows.
Compare softwareHow it works
Three steps to financial clarity
Upload your PDF
Drop any bank statement — scanned image or text-based. Works on phone, tablet, or desktop.
AI extracts everything
Our AI reads each transaction, identifies merchants, and structures data into clean rows ready for export.
Export clean rows
Send extracted fields to Excel, CSV, or the next system in your workflow without manual retyping.
1.Upload your PDF
Drop any bank statement — scanned image or text-based. Works on phone, tablet, or desktop.
2.AI extracts everything
Our AI reads each transaction, identifies merchants, and structures data into clean rows ready for export.
3.Export clean rows
Send extracted fields to Excel, CSV, or the next system in your workflow without manual retyping.
More than just categories
Real financial clarity from your bank statement.
Subscription tracker
Find the charges you forgot about
AI scans every transaction and flags recurring payments. Most people discover at least one subscription they'd forgotten.
- Detects monthly, annual, and weekly charges
- Shows your true monthly subscription cost
- Spots free trial conversions before they auto-renew
Subscription tracker
Find the charges you forgot about
AI scans every transaction and flags recurring payments. Most people discover at least one subscription they'd forgotten.
- Detects monthly, annual, and weekly charges
- Shows your true monthly subscription cost
- Spots free trial conversions before they auto-renew
AI Insights
Your finances, explained by AI
Get a personalized breakdown of spending habits and anomalies. AI reads every transaction and tells you what actually matters.
- Highlights unusual spending spikes
- Tracks month-over-month trends
- Summarizes financial health in plain English
AI Insights
Your finances, explained by AI
Get a personalized breakdown of spending habits and anomalies. AI reads every transaction and tells you what actually matters.
- Highlights unusual spending spikes
- Tracks month-over-month trends
- Summarizes financial health in plain English
Smart recommendations
Not generic tips — your tips
Every recommendation is based on your actual transactions. Specific dollar amounts, not vague advice.
- Based on your real spending patterns
- Specific dollar amounts you can save
- Actionable in under 5 minutes
Potential monthly savings
$227/mo
Potential monthly savings
$227/mo
Smart recommendations
Not generic tips — your tips
Every recommendation is based on your actual transactions. Specific dollar amounts, not vague advice.
- Based on your real spending patterns
- Specific dollar amounts you can save
- Actionable in under 5 minutes
Pricing
See where your money goes
Upload a statement and get answers in seconds. No card required.
- 1 analysis / month (up to 25 pages)
- 20 transactions per document
- Auto-categorized transactions
- Money flow visualization
- Export to CSV & Excel
- 500 pages / month
- 100 transactions per document
- Everything in Free
- AI savings advisor chat
- Find hidden subscriptions
- Extract receipts, invoices & tables
- 12 months history
- Unlimited pages
- Unlimited transactions per document
- Everything in Basic
- 5 image recaps / month
- Redact sensitive data
- Fraud & fake-statement detection
- Translate any language
- Priority support
FAQ
Bank statement extraction software FAQ
Try extraction free today.
Upload any bank statement PDF. No account required. Anonymous previews include up to 20 transactions per report.
Try Extraction Free →Related reading
How to Analyze a Bank Statement
What to look for once your data is extracted — patterns, categories, anomalies.
Bank Statements for Self Assessment
Using extracted statement data to calculate income and expenses for HMRC.
Bank Statements for a Business Loan
What lenders extract from statements and how to prepare your data.