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PDF to XLSX converter

Convert Bank Statements to Excel

Upload a PDF or scanned statement to extract dates, descriptions, amounts, and balances into rows you can filter, reconcile, and edit in Excel.

Upload a bank statement for Excel conversion

The extraction runs in the same secure workspace used by the main converter. Review the table before choosing Excel (XLSX) as your export.

  • 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 · 2-page preview

No file handy?

Conversion safeguards

1

Native or scanned PDFs

Upload a text-based statement or a clear scan and review the extracted transaction table.

2

Preview before export

Check dates, descriptions, amounts, and balances against the source statement before downloading.

3

Excel, CSV, and OFX outputs

Choose Excel or CSV after extraction; OFX is available for supported current and savings account workflows.

A spreadsheet built for review

Excel is the practical choice when you need formulas, filters, pivot tables, manual corrections, or a workbook to share with an accountant.

  • Editable cells and formats

    Correct a label, apply your date format, and keep amounts as usable spreadsheet values.

  • Analysis-ready workbook

    Sort, filter, add formulas, or build a pivot table without rebuilding the statement by hand.

  • Multi-page statements

    Bring transaction rows from every statement page into one consistent table for review.

statement.xlsx Example structure
Example Excel transaction table after bank statement conversion
DateDescriptionAmountBalance
03/18/2026ACH PAYMENT — SUPPLIER-1,245.8018,904.22
Additional statement rows continue in the same column structure…

How to convert a bank statement to Excel

Keep the source statement beside the extracted table so every step remains reviewable.

  1. 1

    Upload the statement

    Select a native PDF, scanned PDF, or supported image of your bank statement.

  2. 2

    Review the extracted rows

    Check dates, descriptions, signs, amounts, and balances against the source statement.

  3. 3

    Export the XLSX workbook

    Choose Excel after extraction, then continue your reconciliation or analysis in the spreadsheet.

Bank-specific statement guides

Open the matching guide for statement columns, download steps, date conventions, and bank-specific extraction pitfalls.

View supported banks →
US Chase statement guide US Bank of America statement guide US Wells Fargo statement guide US Truist statement guide US Citizens Bank statement guide UK HSBC UK statement guide UK Barclays statement guide UK Lloyds statement guide UK Nationwide statement guide UK TSB Bank statement guide
Read the detailed PDF-to-Excel guide Need CSV instead?

Frequently asked questions

Practical checks before you use the extracted file downstream.