Convert Bank Statements to Excel & CSV
Our AI bank statement converter turns PDF and scanned bank statements into clean, structured Excel and CSV spreadsheets, with automatic balance verification you can trust.
Drop your bank statement here
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How to Convert a Bank Statement to Excel or CSV
From PDF to structured data in 4 simple steps.
Upload your bank statement PDF
Drop your PDF bank statement into the converter. The file is transmitted over an encrypted connection to our processing environment - no signup needed.
AI extracts every transaction
Our models analyze the document structure, identifying and extracting all transaction rows accurately - even from scanned pages or complex multi-page statements.
Balances are verified, not assumed
Deterministic mathematical checks run automatically. We reconcile opening, closing, and running balances and flag anything that doesn't add up.
Download Excel or CSV
Export your clean, structured data instantly as an Excel (.xlsx) workbook or a CSV file. Your original PDF is deleted right after processing.
Why Use This Bank Statement Converter?
Built for accuracy, privacy, and speed - for bookkeeping, loan applications, and budgeting alike.
Accurate PDF-to-Excel extraction
Extract dates, descriptions, debits, credits and balances with high precision. Handles complex multi-line descriptions and varied bank statement formats.
Automatic balance verification
Mathematical checks help identify extraction mistakes. We calculate expected balances from transactions and verify them against reported balances - deterministically, not by asking the AI.
Works on scanned statements too
Turn statements into spreadsheets in seconds. The pipeline automatically picks text extraction or AI vision (OCR) per page, so scanned PDFs convert just as well as digital ones.
Privacy-first processing
Documents are processed over encrypted connections and automatically deleted after processing. No permanent storage of your statement contents.
Privacy First.
We understand the sensitivity of financial documents. That's why we've built a system that minimizes data retention.
Encrypted Transport
All uploads and downloads are secured with industry-standard TLS encryption, protecting your data in transit.
Automatic Deletion
Uploaded PDFs are deleted immediately after processing, and extracted data expires shortly after your download.
No Sale of Data
Your financial information is strictly yours. We never sell, share, or use your transaction history for ad targeting.
Simple, Transparent Pricing
Start for free, upgrade when you need more. Free plans are ad-supported; paid plans are always ad-free.
ANONYMOUS TRIAL
Try up to 2 pages free. No account required.
- 2 pages, no signup
- Excel & CSV export
- AI extraction
- Balance verification
- Ads shown
FREE
5 pages free every month with ads.
- 5 pages/month
- Excel export
- CSV export
- AI extraction
- Balance verification
- Ads shown
CREDITS
50 pages for $4.99. One-time payment. No ads.
- 50 pages, never expire
- Excel & CSV export
- AI extraction
- Balance verification
- No ads
PRO
300 pages/month. No ads.
- 300 pages/month
- Excel & CSV export
- No ads
- Priority processing
- Bulk conversion (Coming Soon)
Frequently Asked Questions
How do I convert a PDF bank statement to Excel?
Upload your PDF bank statement above - no signup required. Our AI reads the statement, extracts every transaction, and produces a downloadable .xlsx file with separate columns for Date, Description, Debit, Credit and Balance, plus a summary sheet with the statement details.
Can I convert a bank statement to CSV instead of Excel?
Yes. Every conversion gives you both formats - download a clean UTF-8 CSV file alongside the Excel workbook, whichever your accounting or budgeting tool needs.
Does the bank statement converter work with scanned or photographed statements?
Yes. The converter automatically detects whether a page is digital text or a scanned image, and uses AI vision extraction for scanned pages so you don't have to convert them differently.
Which banks does this work with?
Any bank. We read the PDF you download from your bank directly rather than integrating with specific banks, so statements from any personal or business account can be converted the same way.
Is Convert Bank Statement free?
Yes. You can try up to 2 pages with no signup at all. Creating a free account gets you 5 pages every month, supported by ads. For more volume or an ad-free experience, one-time credit packs and a Pro subscription are available.
How accurate is the AI extraction?
We don't just rely on the AI. We run deterministic mathematical checks on the extracted data (reconciling opening balances, transactions, and closing balances) and clearly tell you when something doesn't add up.
Are my bank statements stored?
No. Your documents are held temporarily during processing, and both the original PDF and the extracted data are automatically deleted after the download window expires.