Scan bank statement to Excel

Scan bank statement to Excel

Upload a photo or scan of your statement — get OCR extraction , AI structure , Excel download in seconds.

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PDF, JPG or PNG · Free: 1 page · Paid: multi-page
Scan Bank Statement to Excel — Free
Files deleted after conversion
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What the Excel export looks like

A clean 4-column spreadsheet — opens instantly in Excel, Google Sheets, or Numbers. Every transaction categorized by AI.

bankstatement.xlsx
C4
-$134.99
A
B
C
D
1
Date
Description
Amount
Category
2
01/03
WHOLE FOODS MKT #10247
-$67.42
Groceries
3
01/05
SHELL OIL 57442365
-$52.18
Gas
4
01/07
AMZN MKTP US*2K7
-$134.99
Shopping
5
01/10
DIRECT DEPOSIT PAYROLL
+$3,250.00
Income
6
01/12
NETFLIX.COM
-$15.99
Subscriptions
7
01/15
UBER TRIP HL4K9
-$24.50
Transport
+ all remaining transactions — auto-extracted from your PDF

How it works

Paper to spreadsheet in three steps

1

Scan or photograph your statement

Use a flatbed scanner, your phone camera, or a scanning app. JPG, PNG, and PDF are all supported. Multiple pages work too.

2

AI reads every row and column

Our AI uses OCR to extract the text, then identifies the date, description, and amount columns — even without visible gridlines.

3

Download your Excel file

A clean .xlsx file downloads instantly, ready to open in Excel or Google Sheets. Every transaction on its own row, properly structured.

Who scans bank statements to Excel

Any bank statement you can photograph or scan can be converted to a spreadsheet.

Phone photos of statements

Snap a photo of your paper statement on the kitchen table — no scanner needed. Works in good indoor lighting.

Flatbed scanner output

Upload the PDF or JPG your home or office scanner produces. Multi-page PDFs extract to a single Excel file.

Mailed paper statements

Many people still receive printed statements by post. Scan them once and have a digital, sortable record forever.

Tax preparation

Accountants and self-employed people scan statements to reconcile income and categorize expenses at tax time.

Loan and mortgage applications

Lenders often require 3–6 months of statements. Scan and organize them into spreadsheets for faster processing.

Old archived statements

Convert decades-old paper records into searchable digital spreadsheets for audits, disputes, or family accounting.

Scan any bank statement into Excel

Not every bank statement arrives as a clean PDF. Many people still receivepaper statementsby post, or they need to digitize statements from an older account with no online banking access. Scanning the physical document is the first step — converting it to a usable spreadsheet is where most people get stuck.

Our AI handles both steps automatically. Upload your scan as a JPG, PNG, or PDF — the OCR layer reads every character on the page, including amounts with currency symbols and dates in various formats. The AI then identifies which numbers are transaction amounts, which column is the date, and which is the description — even when the statement has no visible table borders.

The result is a properly structuredExcel file— not a wall of extracted text. Each transaction is on its own row with date, description, and amount in separate columns. Open it directly in Excel or Google Sheets and start sorting, filtering, or pasting into your budget tracker.

Secure

Secure

Your PDF is processed in memory and never saved to disk. All data is encrypted in transit.

Private

Private

We never sell or share your financial data. Anonymous uploads are auto-deleted after 7 days.

Transparent

Transparent

No hidden fees, no account required. 1 free page every month — upgrade only if you need more.

Pricing

See where your money goes

Upload a statement and get answers in seconds. No card required.

Free
Free
No card required
  • 1 PDF page / month
  • Auto-sort every transaction
  • See where your money flows
  • Personalized insights
  • Financial health score
  • Export to CSV, Excel & more
Upload Free
Most popular
Basic
$9/mo
  • 500 pages / month
  • Everything in Free
  • Track spending trends over time
  • Find hidden subscriptions
  • AI savings tips & advisor chat
  • Extract receipts, invoices & tables
  • Chrome & Sheets extensions
  • 12 months history
Pro
$19/mo
  • Unlimited pages
  • Everything in Basic
  • Redact names, accounts & addresses
  • Translate any language
  • Spot fake or altered statements
  • Fraud risk scoring
  • Faster processing
  • Priority support

FAQ

Scan bank statement to Excel — FAQ

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Upload one statement.
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No credit card. No account. Drop a PDF and see every transaction categorized in 30 seconds.

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