Bank-Grade Encryption • Lightning-Fast AI • 98.2% Accuracy

Transform Bank Statements to Excel InstantlyNo Manual Entry Required

Upload your bank statement PDF or CSV, and our AI instantly converts it into a clean, organized Excel file—ready to analyze, edit, or share.

Upload Your Bank Statement

Drag and drop your files here, or click to browse

PDFCSVExcel
25K+
Statements Processed
850+
Banks Supported
98.2%
Accuracy Rate
45s
Avg Processing

25,247

Total Statements Converted

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From Bank Statement PDF to Excel in 3 Simple Steps

No software installation. No technical skills required. Just results.

1

Upload Any Statement

Drag & drop PDF statements, CSV files, or scanned images from any bank worldwide. Works with multi-page documents and encrypted PDFs.

2

AI Analyzes in Seconds

Advanced OCR technology extracts every transaction, auto-categorizes spending vs. income, and identifies patterns—all in about 45 seconds.

3

Download & Customize

Get a professionally formatted Excel file with built-in formulas, pivot tables, and interactive charts. Ready for accounting software or further analysis.

Powerful Features That Save You Hours of Work

Professional-grade tools designed for accuracy, speed, and complete financial visibility

Universal PDF Converter

  • Processes messy PDFs, multi-page statements, and low-quality scans
  • Intelligent column detection for dates, descriptions, amounts, and balances
  • Maintains complete transaction history with zero data loss

AI-Powered Categorization

  • Automatic income vs. expense tagging with 98%+ accuracy
  • Smart categories: groceries, utilities, dining, entertainment, and more
  • Visual spending trends and pattern analysis over time

Flexible Export & Integration

  • Download as Excel (.xlsx) or CSV for universal compatibility
  • Pre-formatted templates with formulas, charts, and pivot tables
  • Direct integration with QuickBooks, Xero, and accounting software

Why 25,000+ Users Trust Excel My Bank Statement

More than just a converter—a complete financial document processing solution

Purpose-Built for Financial Documents

Unlike generic PDF converters, our AI is specifically trained on bank statements from 850+ financial institutions worldwide.

  • Handles complex layouts, multi-page statements, and merged accounts
  • Advanced OCR reads even poor-quality scans and photos
  • Compatible with all major bank formats worldwide

Bank-Grade Security & Privacy

Your financial data is protected with the same security standards used by major banks:

  • 256-bit SSL encryption during upload and processing
  • Automatic file deletion within 1 hour of processing
  • Zero permanent storage—your data never touches our databases

Trusted by Financial Professionals

Join 25,000+ accountants, bookkeepers, and financial analysts who save hours every week:

  • Streamlined client onboarding for accounting firms
  • Faster loan processing for mortgage brokers and lenders
  • Efficient expense tracking for small business owners

Frequently Asked Questions

Everything you need to know about converting bank statements to Excel

How do I convert a bank statement PDF to Excel?

Simply upload your PDF bank statement, and our AI automatically extracts transactions into a formatted Excel file. You can download the bank statement Excel template in .xlsx format — no manual data entry required.

Does this work with scanned bank statements?

Yes! Our OCR technology reads even low-quality scans. If your bank only provides paper statements, just snap a photo or scan it — we'll convert it to an editable bank account Excel sheet.

Can I get my bank statement online as Excel directly from my bank?

Most banks (Wells Fargo, Chase, Bank of America) only offer PDF or CSV downloads — not formatted Excel files. Our converter turns those into a bank statement template Excel with categories, charts, and formulas you can customize.

Is my financial data safe?

Absolutely. We use bank-level encryption, delete files after processing, and never store your data. Learn more about our security measures in our Privacy Policy.

What if my statement has multiple pages or accounts?

No problem. Upload a 50-page PDF or a US bank statement sample with multiple accounts — our tool merges everything into one organized Excel file with separate tabs if needed.

Do I need to install software?

Nope. This is a 100% web-based bank statement converter. Works on any device — Mac, PC, tablet, or phone. No downloads, no setup. Check out our affordable pricing plans to get started.

Ready to Save Hours on Data Entry?

Join 25,000+ professionals who've already converted their bank statements to Excel. No credit card required to start.

✓ No software to install ✓ Works with all banks ✓ 98.2% accuracy