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Convert Silicon Valley Bank statements to Excel

SVB, now a division of First Citizens Bank, banks businesses, so its statements can be long: payroll, card settlements, investor wires and large transfers. Direct Connect and nightly accounting imports cover day-to-day work. This page is for the other cases: a due diligence request, an audit, or a new bookkeeper rebuilding history from PDF statements.

Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $3 up to 5 pages, $9 up to 25, priced by page count above that. No subscription.

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98% of numbers correct on 82 hand-checked pages How we measure

How to get your Silicon Valley Bank statement into Excel

  1. Download the PDF statement from Silicon Valley Bank online banking

    • Sign in to SVB online banking.
    • Open the account and go to its statements.
    • Choose the statement period and download the statement as a PDF.
    • Save the statement for the period you need as a PDF.
    Go to Silicon Valley Bank Online Banking

  2. Upload it here

    Scans and phone photos work too.

  3. Download Excel, CSV, or QuickBooks and Xero CSV

    Check the rows against the statement, then export.

Sample result

Your Silicon Valley Bank statement in Excel

Made-up sample rows, not a real statement.

sample-statement-2026-01.xlsx Jan 2026 · USD
Sample bank statement rows with made-up data, amounts in USD
Date Debit Credit Balance
2026-01-02 Salary - Example Employer Ltd 2,500.00 3,500.00
2026-01-05 Card payment - Sample Grocery Co 120.00 3,380.00
2026-01-09 Rent - Placeholder Properties 1,200.00 2,180.00
2026-01-14 Transfer from savings 300.00 2,480.00
2026-01-20 Utility bill - Demo Energy Co 80.00 2,400.00
2026-01-27 Card payment - Fictional Coffee Co 15.00 2,385.00

Statement notes

What to know about Silicon Valley Bank statements

Wire details over several lines

Incoming and outgoing wires list the beneficiary, the other bank and a reference across multiple lines. Pasted into a spreadsheet, that becomes three or four partial rows. The converter keeps the detail together in one description, beside one amount.

Large amounts with thousands separators

Seven-figure transfers printed with commas are text, not numbers, when pasted. Amounts are written out as plain signed numbers, so a wire for 1,250,000.00 arrives as 1250000.00 and sums correctly alongside small card charges.

Account analysis is a separate statement

Hybrid accounts also receive a monthly account analysis statement, which summarises service charges rather than listing deposits and withdrawals. For transactions, convert the account statement; check images come with that statement each month and are also online.

Monthly batches for an audit

Auditors and acquirers usually ask for every statement in a period, and one missing month stalls the request. Upload the batch and the converter checks that each statement starts where the previous one ended, flagging gaps, overlaps and duplicates.

Output and review

From Silicon Valley Bank PDF to your books

Accounting tip

SVB's platform connects to NetSuite, Sage Intacct and Microsoft Dynamics, and Direct Connect serves other apps. For QuickBooks Online or Xero, upload converted statements as CSV with column mapping, only for periods your feed didn't already import.

  • Checked before export

    Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.

  • Export formats

    Excel, CSV, JSON, or QuickBooks and Xero CSV.

    Files for QuickBooks Online

    Files for Xero

  • Private workspace

    HTTPS uploads, kept private until you ask support to delete them.

FAQ

Silicon Valley Bank statement questions

SVB is now part of First Citizens. Do statements from before that still convert?
Yes. Older and newer statements are both just PDFs to the converter. Upload them in date order and look at the period check around the changeover, so no month falls between the older and newer statements.
Can I convert statements for several SVB accounts at once?
Yes, but keep each account's statements as its own batch. The period and balance checks work account by account, and mixing an operating account with a savings account would make the gap checks meaningless.
Can I import converted Silicon Valley Bank rows into QuickBooks or Xero?
Yes. Review the rows, then export a QuickBooks or Xero CSV.

Convert your Silicon Valley Bank statement to Excel

Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $3 up to 5 pages, $9 up to 25, priced by page count above that. No subscription.

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