Convert a bank statement to Excel
Upload any bank statement PDF — get CSV & Excel , AI categories , scanned PDFs too — every transaction in its own row.
Used by accountants, lenders, and businesses
Encrypted in transitPDF never stored
A real conversion
The statement goes in. Usable rows come out.
This is an actual scanned sample statement. We read the transaction table, turn debit and credit columns into signed amounts, and add a category to every row.
Rows found
21 transactions
Structure fixed
Debits become negative
Balance check
$586.71 matched
How it works
Three steps, about thirty seconds
The slow part of this job was never the reading — it was retyping. That is the part that goes away.
01
Drop in the PDF
Any bank, any country. Digital exports and scanned or photographed statements both work — OCR runs first when it needs to.
02
AI rebuilds the table
A PDF has no columns to inherit, so every row is read and reconstructed: date, description, signed amount, and a category.
03
Export the workbook
Download as .xlsx or CSV. It opens with real columns — sort, filter, and pivot immediately, no cleanup pass.
The alternatives
Three ways people do this
Generic converters treat a statement as a grid of text. They do not know that column three is money or that a wrapped description belongs to the row above it.
Retyping it by hand
Accurate only as long as attention holds
1–3 hours
Generic PDF-to-Excel converter
Columns split in the wrong places, merged rows, no categories
10–30 min of cleanup
This tool
Clean columns, signed amounts, categories already applied
About 30 seconds
Before you rely on it
Four things worth a glance
Conversion removes the typing, not the judgement. If the workbook is going into a reconciliation or in front of a client, these are the four places to look first.
Sign direction
Confirm purchases are negative and deposits positive before importing anywhere. It is the one error that silently doubles a total.
Summary rows
Opening balance, closing balance, and carried-forward lines should sit outside the transaction rows, not inside them.
Wrapped descriptions
Long merchant references span two printed lines. Check that the full text stayed attached to the right transaction.
Transfers and fees
Low-frequency rows are where a human eye still earns its keep — especially internal transfers that look like income.
Convert your own statement
Upload a PDF, get a clean spreadsheet with real columns in about 30 seconds.
Statement analyzer pricing
Pro
For heavy files and repeat work
- 200 PDF pages per billing cycle
- Unlimited visible transactions per report
- Subscription and recurring charge detection
- Priority support
Business
For lenders, accountants, and teams processing at volume
- 500 PDF pages per billing cycle, then $0.08/page
- REST API access with your own keys
- Unlimited visible transactions per report
- Priority support
FAQ