Bank Statement to Excel — Free to Try
Convert your first bank statement free: a full conversion to Excel, CSV and QBO, with no sign-up and no credit card. If it saves you time, keep going for about 9¢ a page.
Drop your PDF or photo here
Bank statements, invoices, receipts — or click to browse. Batch upload supported.
PDF or image · any US bank or provider · digital & scanned · password-protected files
Don't have a file handy?
How the free conversion works
Upload your statement
Drop a PDF above (up to 20 MB). No account needed for your first one.
Get the full result
You see every transaction and can download Excel, CSV or QBO — not a limited preview.
Keep going only if it's useful
For more statements, sign up and choose pay-as-you-go credits or a monthly plan.
Straight answers about "free"
Reading and structuring documents with OCR and AI costs real money each time, so here's exactly what's free and what isn't.
Free: your first conversion
One full statement, invoice or receipt with no account and no card, so you can judge the quality yourself.
Paid: everything after that
Credit packs start at $9 for 100 pages (9¢ a page) and never expire. Or 500 pages a month for $29.
No subscription trap
Credit packs are one-off purchases. You only subscribe if you want the monthly plan.
7-day money-back guarantee
If it isn't right for you, ask within 7 days for your money back.
Excel, CSV and QBO included
Every conversion includes all three formats — no separate charge for Excel.
Private by design
Your original PDF is never stored, and any data you save to an account is encrypted and deletable.
Frequently asked questions
Is it really free to convert a bank statement to Excel?
Your first conversion is free — a complete one, not a preview — with no sign-up or card. After that, conversions use paid credits or a subscription.
What happens after my free conversion?
You'll be asked to create an account and choose a plan. Pay-as-you-go credit packs start at $9 and never expire, or you can subscribe for $29 a month.
Why isn't it completely free?
Every page is processed with OCR and AI models that cost money to run. Charging a small amount per page keeps the service accurate and private, with no ads and no selling your data.
Is there a watermark or page limit on the free conversion?
There's no watermark and the result is complete. The free conversion accepts files up to 20 MB.
Is my bank statement kept private?
Your original PDF is processed in memory and never stored. If you sign in, the extracted transactions are saved to your account encrypted so you can re-download them, and you can delete any document — or all your data — at any time.
How much does it cost?
Your first statement is free with no account or card. After that, pay-as-you-go credit packs start at $9 (9¢ a page, never expire) or choose a $29/month subscription with 500 pages. There's a 7-day money-back guarantee.
Try it free on your own statement
No sign-up, no card. Then from 9¢ a page if you keep going.