BANK_STATEMENT_CONVERTER

Convert bank statements into reviewable transaction rows

Upload scanned or digital bank statements, preview extracted transactions for free, then unlock full Excel, CSV, QuickBooks, Xero, or JSON exports when the result is useful.

Convert a bank statement View Excel export workflow ->
OUTPUT
Reviewable rows
SPEED
Free preview
EXPORTS
Excel, CSV, QuickBooks, Xero
PARSER_PREVIEW
READY
BANK_STATEMENT_CONVERTER.pdf
BANK STATEMENT CONVERTER
OCR SOURCE DOCUMENT
Statement details
Bank name
Account number
Statement period
Opening balance
Transaction rows
Date
Description
Debit
Credit
Export formats
Excel workbook
CSV rows
QuickBooks/Xero-friendly columns
Structured JSON
JSON 
{
  "document_type": "bank_statement",
  "export": "xlsx",
  "bank_name": "Northstar Bank",
  "account_last4": "4821",
  "statement_period": "2026-04-01 to 2026-04-30",
  "transactions": [
    {
      "date": "2026-04-03",
      "description": "ACH CREDIT PAYROLL",
      "credit": 4200.0,
      "balance": 22620.25
    }
  ]
}

FIELD_SCHEMA

Fields built for bank statement conversion

The converter separates account metadata from transaction rows so dates, descriptions, debit and credit columns, balances, and statement periods remain reviewable before export.

Statement details

Bank name Account number Statement period Opening balance

Transaction rows

Date Description Debit Credit

Export formats

Excel workbook CSV rows QuickBooks/Xero-friendly columns Structured JSON

SUPPORTED_FORMATS

Supported bank statement formats

Inputs

Native PDF statements Scanned PDFs and phone photos Single-account and multi-account files Monthly, quarterly, and historical statements

Statement layouts

Separate debit and credit columns Running-balance tables Repeated page headers Transactions split across pages

Outputs

Excel, CSV, QuickBooks, and Xero CSV for accounting review Structured JSON QuickBooks/Xero-friendly columns

REVIEW_CHECKS

Review checks before export

OK

Opening balance equals prior closing balance

OK

Statement periods are separated by account

OK

Duplicate, overlapping, or missing months are visible for review

OK

Debit, credit, and balance columns stay aligned

PROOF

Bookkeeping workflow proof

Side-by-side source preview with structured output on this page

Sample transaction rows include date, description, amount, and balance

Exports preserve account metadata and statement period fields

Private workstation keeps results reviewable before download

Handles bank statements that break copy-paste

Scanned statements with faint or rotated transaction tables

Multi-page PDFs where repeated headers split transaction rows

Debit, credit, and balance columns that shift during copy-paste

Historical client statements that need period and account review

From PDF statement to unlocked export

1

Upload a bank statement PDF, scan, or image

2

Preview extracted rows and account metadata before checkout

3

Review dates, descriptions, amounts, and balances

4

Unlock the full export pack or use a monthly bookkeeping plan

RELATED_PARSERS

Bank Statement to Excel Bank Statement to CSV Bank Statement to JSON Bank Statement OCR Invoice to Excel Invoice to CSV Invoice to JSON Invoice OCR Purchase Order OCR Receipt OCR

BANK_STATEMENT_WORKFLOWS

For accountants For bookkeepers For lenders

FAQ

Common questions

Can I preview a bank statement before paying?

Yes. Start with a free preview, then unlock the full export only when the extracted rows are useful.

Can it convert scanned bank statements?

Yes. Upload scanned PDFs, digital PDFs, or statement images and review the transaction rows before exporting.

Can I export to Excel, CSV, QuickBooks, or Xero?

Yes. Reviewed statement data can be exported to spreadsheet and accounting-friendly CSV formats.

Turn bank statements into accounting-ready exports

Upload scanned or digital bank statements, preview extracted transactions for free, then unlock full Excel, CSV, QuickBooks, Xero, or JSON exports when the result is useful.

Convert a bank statement View Excel export workflow