Bank statement to Excel

Move reviewed bank statement data into Excel.

Use a text-based PDF bank statement as the source, review extracted rows, then download an Excel workbook for reconciliation and bookkeeping.

Digital PDF only

Start with a supported bank statement.

Upload a PDF with selectable text from your bank. You can review extracted data before export.

  • Scanned documents and images are not supported yet.
  • Review every export for your accounting workflow.

Upload a bank statement

Upload a digital PDF statement from your bank. Scanned statements and images are not supported yet.

Digital PDF only. Review transactions before exporting Excel or CSV.
01

Readable transaction rows

Review dates, descriptions, debit and credit amounts, and balances in one structured workspace.

02

Balance-aware review

Use balance signals to spot data that needs attention before the file leaves the product.

03

A cleaner workbook

Export a practical Excel file after the transaction list has been checked.

How it works

A deliberate path from source document to export.

  1. 1

    Choose a digital PDF from your bank

  2. 2

    Review the parsed transaction list

  3. 3

    Download the Excel export when ready

FAQ

Practical details before you upload.

Does this support scanned statements?

No. This version supports text-based PDFs only and does not run OCR on scans or images.

Should I review the output?

Yes. Financial data should be reviewed before it is used for reconciliation, filing, or import.