PDF Bank Statement to Excel in seconds
Stop retyping transactions. Upload your US bank statement PDF and get a clean Excel file — one row per transaction, with real dates and numeric amounts you can sort, filter and sum straight away.
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 to convert a PDF bank statement to Excel
Download your statement
Sign in to your bank and download the statement as a PDF.
Upload it above
Drop the PDF in. Every transaction is read and checked against your opening and closing balance.
Download Excel
Review the rows, fix anything you like, then download a ready-to-use .xlsx file.
An Excel file that's actually ready to use
Most converters give you text that only looks like numbers. This gives you a proper spreadsheet.
Real dates and numbers
Dates are Excel dates and amounts are numbers, so sorting, filtering, pivot tables and SUM formulas work immediately.
Clean columns
Date, Description, Category, Amount and Balance — with a frozen header row and sensible column widths.
Multi-page statements
Long statements are processed as a whole, with every page's transactions in one sheet.
Reconciliation check
Extracted transactions are compared with your opening and closing balances, and any mismatch is flagged before you download.
Edit before you download
Change a date or amount, add a missing row or delete a duplicate right in the browser.
Also CSV and QBO
Need to import into QuickBooks or Xero? Download a CSV or QBO file from the same conversion.
Frequently asked questions
How do I convert a PDF bank statement to Excel?
Download the statement as a PDF from your bank, drop it into the converter on this page, review the extracted transactions, and click Download Excel. It usually takes under a minute.
Will the dates and amounts be real Excel values?
Yes. Dates are saved as Excel dates and amounts as numbers (negatives in red), so formulas, sorting and pivot tables work without any cleanup.
Does it work for business and personal accounts?
Yes. Personal and business statements from Chase, Bank of America, Wells Fargo, Capital One, Citi and other US banks are supported, including credit card statements.
Can it convert a scanned PDF to Excel?
Yes. Scanned and photographed statements are read with OCR. Rows the AI is unsure about are highlighted so you can double-check them.
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.
Convert your PDF bank statement to Excel
First statement free — then from 9¢ a page. 7-day money-back guarantee.