Question 1

How do I convert a bank statement PDF to Excel?

Accepted Answer

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.

Question 2

Does this work with scanned bank statements?

Accepted Answer

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.

Question 3

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

Accepted Answer

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.

Question 4

Is my financial data safe?

Accepted Answer

Absolutely. We use bank-level encryption, delete files after processing, and never store your data.

Question 5

What if my statement has multiple pages or accounts?

Accepted Answer

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.

Question 6

Do I need to install software?

Accepted Answer

Nope. This is a 100% web-based bank statement converter. Works on any device — Mac, PC, tablet, or phone. No downloads, no setup.