Audit-Ready Extraction

Turn Bank Statements into
Reviewable Excel

Skip manual table rebuilding. Upload a bank statement, review dates and balances, then export structured Excel data.

Convert a Statement Try Sample Statement

No sign-up required • Free to try

Extracts running balances and dates for review
Keeps multi-column splits reviewable
Detects currency symbols ($, €, £)

Exports for accounting review

Excel workbook QuickBooks CSV Xero CSV
FIRST NATIONAL BANK
Account Statement • Jan 2024
Account
****4821
Transaction History
Date
Description
Amount
Balance
01/15/24
Amazon.com
-$89.99
$12,450.00
01/16/24
Wire Transfer - Acme Corp
-$5,000.00
$7,450.00
01/17/24
Electric Company
-$142.50
$7,307.50
01/18/24
Whole Foods Market
-$67.23
$7,240.27
bank_statement_export.xlsx
File Home Insert Data
A
B
C
D
1
Date
Description
Amount
Balance
2
01/15/24
Amazon.com
-$89.99
$12,450.00
3
01/16/24
Wire Transfer - Acme Corp
-$5,000.00
$7,450.00
4
01/17/24
Electric Company
-$142.50
$7,307.50
5
01/18/24
Whole Foods Market
-$67.23
$7,240.27

Drop Your Bank Statement Here

PDF, JPG, or PNG up to 50MB

Scan statement

Capture pages and upload in one batch.

Starting camera…

Camera unavailable

Use file picker

Captured pages

Add multiple photos, then upload.

Tip: Keep all edges visible and hold the page steady.

HTTPS protected Private workspace Scan with camera

Pick the statement workflow

Client bank statements need different review paths as the work repeats.

Start with a single statement when reconciliation is the job. Use bank-specific pages for known layouts. Move to Firm when the same client, bank, and export settings repeat every month.

Bank statement workflow

Transactions, periods, and balances

Use this for client-supplied statements, historical months, reconciliation, and bookkeeping cleanup.

Excel CSV JSON

Bank-specific formats

Known statement layouts

Use existing bank pages when the upload matches a common statement format and you want examples before starting.

Revolut USAA Citi

Recurring client batches

Monthly page plans for repeat work

Use Bookkeeping or Firm when the same bank, client, and export settings need to stay ready for the next batch.

Bookkeeping Firm QuickBooks/Xero
Built for Finance Teams

Tables Stay Tables. Every Time.

No more broken rows or misaligned columns. Our AI keeps your data exactly where it should be.

Structured rows for review

Prepare bank-statement rows with dates, descriptions, amounts, and balances so your team can review the export before using it.

Batch 100+ Documents at Once

Upload a year of bank statements. Get one consolidated Excel file for reviewing months of client document work.

Source Review Context

Keep extracted fields near their source document so your team can review the output before using it.

Ready
Reviewable Output
<30s
Processing Time
Bank
Bank Formats
TLS
HTTPS Transport

Financial document parsers

Extract the finance PDFs that slow down close and AP work.

PDF to Excel PDF to CSV PDF to JSON PDF to Text Bank Statement to Excel Bank Statement to CSV Bank Statement OCR Invoice to Excel Invoice to CSV Bank-specific converters Invoice OCR Purchase Order OCR Receipt OCR
Built for bookkeeping teams

Bank statement workflows worth paying for

Repeat batches

Monthly client statements

Upload client-supplied or historical bank statements, review extracted rows, then export the format your bookkeeping process expects.

Supports PDF statements, scans, Excel, CSV, JSON, QuickBooks CSV, and Xero CSV

Review before import

Keep the source statement available while checking dates, descriptions, balances, and ambiguous rows.

[10:02:14] Rows extracted
[10:02:15] Balance review ready
[10:02:15] ✓ Export complete

Accounting exports

Export reviewed rows to Excel, CSV, QuickBooks CSV, or Xero CSV without rebuilding the table by hand.

A
B
C
1
DATE
AMOUNT
VENDOR
2
01/15
$2,450
Acme Co

For recurring statement cleanup

Save bank/client mappings, batch monthly PDFs, reuse corrections, and surface duplicate, overlapping, or missing statement periods.

Client batches Saved mappings Balance checks QuickBooks/Xero
TECHNICAL_FAQ

Operational Specifications

Details on security, file handling, and accounting exports.

File Compatibility

We accept native PDFs, scanned images (JPG/PNG/TIFF), and Excel files. Scanned or handwritten documents should be reviewed before export.

Multi-Page Statements

PDF2TEXT prepares cross-page statement tables for review. Check continuation rows and repeated headers against the source before export.

Data Security

Original files and results are retained in your private workspace so you can review and export them. Access requires the owning session or account, and transport uses HTTPS. Contact support to request deletion.

Accounting Exports

Export reviewed statement rows as Excel, CSV, JSON, or QuickBooks/Xero-friendly files for accounting workflows.

OCR Performance

Our pre-processing pipeline enhances contrast and deskews images before extraction. Always review the extracted rows before relying on them.

Have a specific case?

We can help review unusual bank-statement layouts or recurring accounting export needs.

Discuss workflow
Bank statement pages

Browse statement converter pages

Find common bank-statement workflows by region, or search for the bank page closest to your file.

Ally Bank

Bank of America

Capital One

Charles Schwab

Chime

Citibank
+17

View all

23 United States

Barclays

Halifax

HSBC UK

Lloyds Bank

Metro Bank

Monzo
+9

View all

15 United Kingdom

ATB Financial

BMO

CIBC

Desjardins

EQ Bank

National Bank of Canada
+6

View all

12 Canada

Don't see your bank? Start the bank-statement workflow