How do I extract data from a bank statement PDF?+
The easiest way is to upload your PDF to our tool. AI reads every transaction on every page — date, description, and amount — and returns clean structured data in seconds. No copy-pasting, no manual re-entry. You can then export to CSV or Excel.
What data gets extracted from the bank statement?+
Every transaction row is extracted: date, merchant/description, and amount (with sign for debits vs credits). The AI also categorizes each transaction into one of 19 spending categories and detects recurring subscriptions.
Does it work with any bank's PDF format?+
Yes — any bank worldwide. Chase, Bank of America, Wells Fargo, HSBC, Barclays, ING, Santander, and thousands more. As long as the transactions are in the PDF (even scanned/image PDFs via OCR), the AI extracts them.
Can I extract data from a scanned bank statement PDF?+
Yes. For image-based or scanned PDFs, we use OCR to read the text before extraction. This works for photographed statements, scanned paper statements, and low-quality PDF exports from online banking.
What formats can I export the extracted data to?+
You can export as CSV (opens in any spreadsheet app) or download a full Excel .xlsx file. The extracted data has clean columns — Date, Description, Amount, Category — ready to import into Excel, QuickBooks, Xero, or any accounting tool.
How many transactions can it extract?+
Unlimited per page. A typical monthly statement with 100–300 transactions processes in under 30 seconds. Free tier covers 3 pages — most single-month statements fit within that.
Is the extraction accurate?+
Accuracy is 98%+ for standard digital PDFs and 95%+ for scanned statements. The AI handles varying date formats, currency symbols, transaction codes, and multi-line descriptions automatically.
Is it free to extract bank statement data?+
Yes — the first 3 pages are free with no signup required. Paid plans start at $9/month for larger volumes or ongoing use.
