Structured rows for review
Prepare bank-statement rows with dates, descriptions, amounts, and balances so your team can review the export before using it.
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.
Private workspace. HTTPS upload. No credit card needed.
No credit card • 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 95MB
Scan statement
Capture pages and upload in one batch.
Captured pages
Add multiple photos, then upload.
No photos yet.
Tip: Keep all edges visible and hold the page steady.
Pick the statement workflow
Bank statements to Excel, QuickBooks, and Xero
Preview a statement free for first-time cleanup, check bank-specific pages for known layouts, and use a monthly plan when client statements repeat.
Built for Finance Teams
Tables Stay Tables. Every Time.
Rows and columns come out as a table, and each row stays beside the original page so you can check it.
Several statements in one workspace
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.
- Reviewable Output
- Ready
- Documents a week with a free first page
- 5
- Running balances
- Checked
- HTTPS Transport
- TLS
Financial document parsers
Extract the finance PDFs that slow down close and AP work.
Built for bookkeeping teams
Bank statement workflows for bookkeeping teams
Turn each statement into a reviewed sheet your team can import or archive.
Repeat batches
Monthly client statements
Upload client-supplied or historical bank statements, review extracted rows, then export the format your bookkeeping process expects.
Batch review
- January statement Ready
- February statement Ready
- March statement Needs review
Control point
Review before import
Keep the source statement available while checking dates, descriptions, balances, and ambiguous rows.
Output
Accounting exports
Export reviewed rows to Excel, CSV, QuickBooks CSV, or Xero CSV without rebuilding the table by hand.
For recurring statement cleanup
Save bank/client mappings, batch monthly PDFs, reuse corrections, and surface duplicate, overlapping, or missing statement periods.
- Client batches
- Monthly statements stay grouped.
- Saved mappings
- Corrections can guide repeat work.
- Balance checks
- Totals stay visible.
- QuickBooks/Xero
- Exports fit accounting review.
Questions before upload
What the workflow covers
Details on security, file handling, and accounting exports.
File compatibility
PDF2TEXT is designed for common bank statement layouts, including native PDFs, scanned PDFs, phone photos, multi-page statements, and tables with separate debit, credit, and balance columns.
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 OCR handles scanned statements, photos of documents, and slightly skewed or faded documents. Results remain reviewable so you can verify them before export.
Unusual layouts
Review unusual bank-statement layouts carefully before relying on the exported accounting file.