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Digital and scanned PDFs

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.

Watch the demo · 45 s
  • 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

No file handy?

10,000+ active professionals 4.8/5 customer satisfaction 5 free credits

Source PDFs are deleted after processing.Processed transiently in memory for conversion

Excel, CSV, and OFXThree export formats

5 free creditsNo credit card required

THE VIDEO DEMO

Discover BankStatementLab in 45 seconds

From PDF to structured data: conversion, categorization, bank reconciliation, statement merging and Cash Flow.

Background music, no voice-over

Try it

Files ready for your favorite tools

  • Excel
  • Google Sheets
  • QuickBooks
  • Xero
  • Sage
99.9%+of transactions correctly identified
1,000+supported banks
4.8/5customer satisfaction
How it works

Convert your bank statements in three steps.

Upload multiple statements at once. We structure them, you export them.

  1. Import your bank statements

    Add multiple scanned or digital PDFs at once.

  2. AI OCR analyzes your documents

    Our OCR engine detects and structures the transactions in each statement, then automatically categorizes them from their descriptions.

  3. Export your data

    Download your results in Excel, CSV, or OFX format.

Go further

Once your statements are converted, combine them or analyze your cash flow.

Statement merge

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 information
Video preview: Statement merging in 30 seconds
Cash flow

Analyze 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 information
Video preview: Cash flow in 30 seconds
New · Bank reconciliation

Spot differences between your statements and your books.

Compare your bank statements with your accounting entries. Find suggested matches and transactions present on only one side.

  • Import and check your accounting data
  • Review the suggestions
  • Exportable report
Explore bank reconciliation
Video preview: Bank reconciliation in 30 seconds
Your workflow, your outcome

The 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.

Multi-client production

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.
Bank Statement OCR for Accounting Firms

Works with statements from your bank

ChaseBank of AmericaWells FargoCitibankHSBCBarclaysLloyds BankRevolutWiseN26BNP Paribas
What our customers say

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.
Sarah MitchellSenior Accountant
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.
David ChenCFO
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.
Michael O'BrienAccounting Director
Transparent pricing

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.

$0/ month
5 credits/month
  • ✓ Excel, CSV, and OFX export
  • ✓ Community support
Create my free account

Starter

For regular users

$9/ month
50 credits/month
  • ✓ Custom AI instruction
  • ✓ Statement merge
  • ✓ Cash Flow report
  • ✓ Bank reconciliation
  • ✓ All export formats
Starter
Recommended

Pro

For professionals

$29/ month
400 credits/month
  • ✓ Advanced AI model
  • ✓ API access
  • ✓ Custom AI instruction
  • ✓ Automatic categorization
  • ✓ AI OCR included
  • ✓ Statement merge
  • ✓ Cash Flow report
  • ✓ Bank reconciliation
Pro

Business

For teams and companies

starting at$59/ month
1,000 credits/month
1,000
5,000
  • ✓ Advanced AI model
  • ✓ API access
  • ✓ Custom AI instruction
  • ✓ Automatic categorization
  • ✓ AI OCR included
  • ✓ Statement merge
  • ✓ Cash Flow report
  • ✓ Bank reconciliation
Business
Security and data control

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 →
01

Your data remains confidential

We do not sell your information. It is processed only to operate the service and meet applicable legal obligations.

02

You stay in control

You decide what you import and export.

03

Reliable conversion

Goal: a frictionless and secure conversion.

04

Secure data

We process your files only to perform the conversion.

Frequently asked questions

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 it
No credit card required
5 credits on signup, then 5/month
Export Excel/CSV/OFX

Choose your output

Convert directly to Excel or CSV

Open the dedicated format page for its upload workflow, column checks, and bank-specific guides.

Convert to Excel (XLSX) Editable workbook for review and analysis → Convert to CSV Portable rows for imports and reconciliation →