| Date | Description | Credit | Debit | Category |
|---|---|---|---|---|
| 01/03 | Payment from Atlas Ltd. | 3,240.00 | — | Income |
| 01/05 | Office rent | — | 1,150.00 | Premises |
| 01/08 | BureauPro supplies | — | 86.42 | Supplies |
| 01/12 | EnergyPlus electricity | — | 74.90 | Utilities |
| 01/18 | Le Jardin lunch | — | 48.60 | Meals |
| 01/24 | Payment from Nova Ltd. | 890.00 | — | Income |
Convert your Bank Statements
to Excel, CSV, or OFX
Dates, descriptions, debits, credits, and balances are automatically structured in a file ready for your spreadsheet or accounting software.
- Data-protection controls
- Export Excel/CSV/OFX
- Secure data
Drag and drop your PDF files here, or click to select
1 file · 100 pages max · Free preview of 2 pages
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Source PDFs are deleted after processing.Processed transiently in memory for conversion
Excel, CSV, and OFXThree export formats
5 free creditsNo credit card required
Turn a bank statement into structured data.
Transactions are extracted row by row and automatically categorized from their descriptions in a clear table ready to export.
Useful information is returned in consistent columns.
Dates, descriptions, credits, and debits are organized into consistent columns. Each transaction is also categorized automatically from its description, for faster reporting or accounting imports.
| Date | Description | Credit | Debit | Category |
|---|---|---|---|---|
| 01/03 | Payment from Atlas Ltd. | 3,240.00 | — | Income |
| 01/05 | Office rent | — | 1,150.00 | Premises |
| 01/08 | BureauPro supplies | — | 86.42 | Supplies |
| 01/12 | EnergyPlus electricity | — | 74.90 | Utilities |
| 01/18 | Le Jardin lunch | — | 48.60 | Meals |
| 01/24 | Payment from Nova Ltd. | 890.00 | — | Income |
Files ready for your favorite tools
- Excel
- Google Sheets
- QuickBooks
- Xero
- Sage
Convert your bank statements in three steps.
Upload multiple statements at once. We structure them, you export them.
-
Import your bank statements
Add multiple scanned or digital PDFs at once.
-
AI OCR analyzes your documents
Our OCR engine detects and structures the transactions in each statement, then automatically categorizes them from their descriptions.
-
Export your data
Download your results in Excel, CSV, or OFX format.
Once your statements are converted, combine them or analyze your cash flow.
Combine up to 50 converted bank statements without changing the original files.
The smart view matches equivalent columns, adds the source of each row, and sorts by date when it is recognized. The side-by-side view preserves each structure.
More informationAnalyze how your cash flow changes over time using multiple converted statements.
The report consolidates inflows, outflows, and net cash flow, then shows their monthly evolution and the distribution of expenses.
More informationThe same statements. Three very different jobs to get done.
Prepare several client files, understand cash flow, or clean up your own books: choose your day-to-day work to see the workflow and output built for it.
Turn a folder of PDFs into an export ready for your next step.
Import statements across clients or periods, review the extracted transactions, then consolidate only what belongs together. Every row keeps its source statement so checks stay straightforward.
- Process several statements in one production flow.
- Harmonize columns with Fusion without altering the sources.
- Export to Excel, CSV, or OFX and continue in your own tools.
Read your cash movements before you decide.
Bring together several accounts or periods to follow cash in, cash out, and net flow. Monthly trends and the expense breakdown surface what deserves your attention.
- Consolidate several accounts or periods into one report.
- Track monthly inflows, outflows, and net flow.
- Spot the largest spending areas before you export.
Clean up your accounts without retyping every line.
Convert your statement, review the suggested categories, and correct them when needed before sharing the data. Categorization speeds up preparation; final accounting and tax validation stays with you.
- Turn the PDF into structured dates, descriptions, debits, and credits.
- Review suggested categories before any accounting use.
- Share a clean file; the source PDF is deleted after processing.
Works with statements from your bank
What our customers say.
Feedback from accounting firms, finance teams, and entrepreneurs who use BankStatementLab in their work.
BankStatementLab has transformed how we handle client statements. What used to take hours of manual entry now takes minutes. The accuracy is impressive, and our clients love the faster turnaround.
As a growing startup, we needed a reliable way to process bank statements for our monthly reconciliation. This tool is a game-changer—it's fast, accurate, and saves us countless hours every month.
We've tested several bank statement converters, and BankStatementLab is by far the best. The support for UK banks like Barclays and HSBC is excellent, and the CSV exports integrate seamlessly with Xero.
Pricing and credit volume, clearly stated.
Start for free, then choose the volume that matches your processing needs.
Yearly: −50 % · Convert your PDF bank statements into usable formats. Choose the plan that fits your needs.
Basic
5 credits included, renewed monthly. No credit card required.
- ✓ Excel, CSV, and OFX export
- ✓ Community support
Starter
For regular users
- ✓ Custom AI instruction
- ✓ Statement merge
- ✓ Cash Flow report
- ✓ All export formats
- ✓ Email support
Pro
For professionals
- ✓ Advanced AI model
- ✓ API access
- ✓ Custom AI instruction
- ✓ Automatic categorization
- ✓ AI OCR included
- ✓ Statement merge
- ✓ Cash Flow report
Business
For teams and companies
- ✓ Advanced AI model
- ✓ API access
- ✓ Custom AI instruction
- ✓ Automatic categorization
- ✓ AI OCR included
- ✓ Statement merge
- ✓ Cash Flow report
Your statements remain under your control.
You choose which files to process and control retention of extracted results from your account. Source PDFs are deleted after processing.
View our security policy →Your data remains confidential
We do not sell your information. It is processed only to operate the service and meet applicable legal obligations.
You stay in control
You decide what you import and export.
Reliable conversion
Goal: a frictionless and secure conversion.
Secure data
We process your files only to perform the conversion.
Helpful answers before your first conversion.
Ready to save hours every month?
Turn your next statement into usable data and join 10,000+ professionals who have automated their bank statement processing
Try itChoose your output
Convert directly to Excel or CSV
Open the dedicated format page for its upload workflow, column checks, and bank-specific guides.