🔒 Bank-Level Security | ⚡ 30-Second Processing | 🎯 99.9% Accuracy

Convert Bank Statement PDF to Excel in Seconds — Free & Secure

Transform any bank statement into a perfectly organized Excel spreadsheet. Upload your PDF, CSV, or scan — our AI does the rest. No manual typing, no formatting headaches.

Upload Your Bank Statement

Drag and drop your PDF, CSV, or Excel file here, or click to browse

PDFCSVExcel
13K+
Statements Converted
500+
Banks Worldwide
97.5%
Accuracy Rate
30s
Average Processing

From Bank Statement PDF to Excel in 3 Clicks

1

Upload Your Bank Statement

Drag and drop any format: PDF bank statements, CSV exports, or scanned images.

2

AI Extracts & Organizes

Our bank statement converter automatically reads transactions, categorizes spending, identifies income, and structures everything into clean Excel columns.

3

Download Your Excel File

Get an editable bank statement Excel template with formulas, charts, and pivot-ready data. Or explore your interactive dashboard first.

Everything You Need to Master Your Bank Statement Data

Bank Statement PDF Converter

  • Handles messy PDFs, multi-page statements, and scanned documents
  • Auto-detects columns (date, description, amount, balance)
  • Preserves transaction history from any bank account Excel sheet

Smart Categorization Engine

  • Income vs. expenses automatically tagged
  • Custom categories (groceries, utilities, entertainment)
  • Spending trends over time

Export Options That Work Your Way

  • Download as .xlsx for Excel or Google Sheets
  • Get a bank statement example Wells Fargo-style template
  • Connect to accounting software via CSV export

The Most Reliable Bank Statement to Excel Converter

Built for Bank Statements

Unlike generic PDF converters, we specialize in bank statements.

  • Handles complex multi-page statements
  • Detects tables even in scanned PDFs
  • Works with any bank account Excel sheet format

Privacy-First Design

Your financial data deserves military-grade protection:

  • Files deleted after processing
  • Zero data storage on our servers
  • End-to-end encryption

Trusted by Professionals

Join accountants, bookkeepers, and financial analysts who rely on us for:

  • Client onboarding (accountants)
  • Loan applications (mortgage brokers)
  • Expense audits (small businesses)

Your Questions 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.

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.