Convert bank statement PDF to Excel
Upload a bank statement PDF and get an Excel (.xlsx) spreadsheet with every transaction on its own row — dates, descriptions, money out, money in, a signed amount and the balance.
AI-Enhanced
Smart parsing understands different bank statement layouts.
Private by design
Your statement is processed privately and deleted after processing — we never keep the file.
Upload PDF
SecureHow it works
- 1
Upload your PDF statement
Drop in a statement from any bank. The file is processed and then deleted.
- 2
We extract every transaction with the correct sign
Money out becomes a negative amount, money in positive — dates, descriptions and balances kept intact.
- 3
Download Excel or CSV and import anywhere
Open it in Excel or Google Sheets, or import straight into Xero, QuickBooks or Sage.
What you get
Every conversion gives you an Excel (.xlsx) and a CSV file with these columns:
| Date | Description | Money Out | Money In | Amount | Balance |
|---|---|---|---|---|---|
| 12/09/2026 | CARD PAYMENT — GROCERIES | 45.20 | -45.20 | 954.80 |
Notes on Excel exports
- Dates are written as real dates and amounts as numbers, so you can sort, filter and build pivot tables straight away.
- The signed Amount column lets you SUM the period’s net movement in one formula.
- A CSV copy of the same data is included with every conversion.
FAQ
Other banks
First statement free. Plans from $12/month, or $5 for a single statement. See pricing
Turn the next statement into a spreadsheet
Convert one statement free — no card. Files are deleted after processing.