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Bank Statement to Excel Converter

Upload a PDF statement, get a clean spreadsheet — every transaction, every column, no manual retyping.

  • AI powered
  • Server processed
  • Free
  • No signup

🔒 Your PDF is sent to our API server and to Anthropic's Claude API for extraction. It is never stored on either side beyond the request. For maximum privacy, use client-side tools; this one is server-assisted because bank statement layouts vary too widely for pure regex.

Client-side converters keep your files on your device.

How to use Bank Statement to Excel

  1. Upload a PDF bank statement (up to 15 MB). Digital PDFs — the kind you download from online banking — give the cleanest results.
  2. Click 'Extract transactions'. Our AI reads the whole statement, table layout and all, and returns every row as structured data.
  3. Review the on-page table. Inflows show in green, outflows in red, with running balance where present.
  4. Download in your preferred format: XLSX (Excel-native), CSV (works with Google Sheets, Numbers, any accounting tool), or JSON (for developers).

Common use cases

  • Bookkeeping and reconciliation. Reconcile a month of transactions against your accounting software in minutes instead of retyping row by row.
  • Tax preparation. Get a clean CSV of every deductible transaction from your business account — feed straight into your accountant's template or into QuickBooks / Xero.
  • Loan and mortgage applications. Lenders often ask for 3–6 months of statements as PDFs. Convert them to Excel to build a summary of average balance, income and recurring expenses.
  • Personal finance analysis. Pull a year of statements into one spreadsheet and pivot by category, merchant, or month. No manual data entry.
  • Multi-bank consolidation. Works with statement layouts from most major banks — US, EU, UK, and Turkish banks (Garanti, İş Bankası, Yapı Kredi, Ziraat). Merge the CSV output from several banks into a single ledger.

Tips

  • Digital PDFs (downloaded from online banking) work best. Scanned statements can be read too but with lower accuracy — OCR support is on the roadmap.
  • For statements with unusual date formats, the AI infers the year from statement headers. Double-check the first and last row before feeding into accounting software.
  • The 'reference' column captures check numbers, wire references, and transaction IDs where the statement shows them.
  • For very long statements (100+ pages), split the PDF first using our Split PDF tool and process in chunks — faster and more accurate.

Troubleshooting

No transactions found.
The statement is probably a scanned image, not a digital PDF. OCR support is planned. In the meantime, request a digital statement from your bank's online portal.
Amounts appear as positive when they should be negative (or vice versa).
Different statements use different sign conventions — some show debits as positive, some as negative. Check the first few rows and flip the sign in Excel if needed. We normalize to 'positive = inflow' where possible.
It took longer than 30 seconds.
Large or dense statements can take a minute. AI extraction runs page by page. Very large statements (>10 pages) may hit the 15 MB cap — split first.

Frequently asked questions

Is my bank statement stored anywhere?
No. Your PDF is sent to our API server and to Anthropic's Claude API for extraction, and is discarded immediately after the response. Nothing is saved on either side, no logs of statement content are kept.
Which banks does it work with?
Any bank whose statement is a standard tabular PDF — this covers virtually all US, UK, EU banks, plus major Turkish banks like Garanti BBVA, Türkiye İş Bankası, Yapı Kredi, Akbank, Ziraat, QNB Finansbank, Halkbank, VakıfBank. Also works with credit-card statements.
Does it work with scanned (image) PDFs?
Partially. Digital PDFs (native text) work great. Scanned statements are read via the AI's vision capability but accuracy is lower. Full OCR support is coming.
How accurate is the extraction?
For clean digital PDFs from major banks, accuracy is typically 98%+ on amounts and dates. Descriptions may be lightly abbreviated. Always spot-check the first, last and largest-value rows before using for tax or legal purposes.
Why is this server-assisted instead of client-side?
Bank statement layouts vary too wildly for regex or template-matching to work reliably. AI extraction with document vision handles the variance. We keep everything else on this site client-side for privacy.
Can I use this for VAT / KDV returns?
Yes — the CSV output is compatible with accounting tools that consume tabular transaction data, including Logo, Mikro, Netsis for Turkish businesses. Always cross-check with your muhasebeci before filing.
Is there a monthly limit?
Free tier is generous but rate-limited per IP. If you need to process hundreds of statements per month, contact us about the Public API.