FAQ: convert a bank statement PDF

Upload the bank statement PDF, let BankStatementLab extract the dates, descriptions, and amounts, review the detected transactions, then choose an Excel, CSV, or OFX export. You never need to connect your bank account.

You can upload PDF bank statements and JPEG, PNG, or WebP images. Digital PDFs usually produce the clearest results, but readable scans and photos are also supported. Remove password protection from a PDF before uploading it.

Choose Excel when you want to review or edit the data in a spreadsheet, CSV for flexible imports into most software, and OFX when your accounting application accepts a structured banking format. You can export the same extraction in more than one format.

BankStatementLab is designed to recognize statements from more than 1,000 banks, including Chase, Bank of America, Wells Fargo, Capital One, Citibank, HSBC, Barclays, Lloyds, NatWest, and Santander. You can review an unusual layout before exporting the result.

Yes. Extracted transactions remain editable before export. Check dates, amounts, and balances carefully, especially when the source is blurry, tilted, or uses an unusual layout.

First confirm that the file is not password-protected and every page is readable. For images, use a straight, well-lit scan instead of a dark or angled photo. If the issue continues, contact support with the bank name, file type, and error message.

Yes. When signed in, you can upload up to 15 files in one batch, with a limit of 100 pages in total and 50 MB per file. The number of pages processed also depends on your available credit balance.

One page processed with the standard model uses 1 credit. The advanced model uses 2 credits per page. The Basic plan includes 5 credits renewed each month with no card required; the other plans increase the available monthly volume.

Transfers are encrypted with TLS 1.3. BankStatementLab never asks for online-banking credentials, does not sell your data, and does not use your documents to train AI models. The service is designed to comply with GDPR requirements.

Source PDFs are deleted after processing. Exception: source PDFs for multi-table extractions by signed-in users may be retained for up to 7 days for quality review. Retained PDFs are accessible only to authorized administrators. They cannot be downloaded by users or through the public API. Extracted data can be deleted manually or automatically according to the retention period configured in your account.

Yes. Export in a format accepted by your software, then use its bank-transaction import feature. Check the date format and column mapping before confirming the import because screens and requirements vary by application and version.

Yes. The API lets you integrate extraction into your own workflow. API access is included with Pro and Business plans, and credits are shared between the application and API.

Yes. You can cancel without a cancellation fee, and your plan remains active until the end of the period already paid. You can then return to the Basic plan or choose another plan that matches your volume.

Use the chat on the website or the Contact page. To speed up diagnosis, include the bank name, document format, and error message. Avoid sending unmasked bank data when it is not necessary.