Converter
Bank Statement PDF to Excel Converter
Excel is where most document data actually ends up — reviewed, totaled, and passed along. Converting a PDF to Excel properly means more than dumping text into cells: fields should arrive labeled, amounts should arrive as numbers, and repeating rows should land in their own table.
This converter extracts the document with AI and writes a formatted .xlsx workbook: summary fields on one sheet, and repeating data — line items, transactions, service lines — as proper rows on their own sheet, ready for pivot tables and formulas.
Bank statement conversions output every transaction as its own row — date, description, amount, and balance — the exact shape needed for cash-flow analysis, underwriting spreadsheets, and accounting import.
How it works
- 1
Upload the bank statement
PDF (including scanned), PNG, JPG, or WEBP — from any source, with no template setup.
- 2
AI extracts the fields
Account holder & bank name, Statement period, Opening & closing balance, Every transaction (date, description, amount), and more — each with a confidence score so you know what to double-check.
- 3
Download the Excel output
A formatted .xlsx workbook with labeled headers, typed numeric cells (so SUM and pivot tables work immediately), and nested tables on separate sheets instead of flattened into single cells.
What lands in your Excel output
- ✓Account holder & bank name
- ✓Statement period
- ✓Opening & closing balance
- ✓Every transaction (date, description, amount)
- ✓Total deposits & withdrawals
Example column layout
A converted bank statement produces consistent, labeled columns:
date,description,amount,type,balance…,…,…,…,…
When to use Excel
- →Reviewing and totaling extracted values with spreadsheet formulas
- →Building pivot tables across a batch of converted documents
- →Sharing structured document data with teammates and clients
- →Preparing data for systems that accept Excel import
FAQ
How do I convert a bank statement PDF to Excel?
Upload the bank statement, review the extracted fields, and download the .xlsx. Batch upload combines many bank statements into one workbook.
Do amounts come through as real numbers?
Yes — currency and numeric fields are written as numeric cells, not text, so totals and pivot tables work without cleanup.
How are line items and tables handled?
Repeating rows are written to their own sheet with one row per item, preserving the tabular structure instead of cramming everything into one cell.