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Bank statement OCR

Bank statement OCR for transactions, balances, and Excel exports

Convert scanned bank statements and PDF account activity into structured transaction data for bookkeeping, reconciliation, and accounting review.

Private workspace. HTTPS upload. No credit card needed.

Scan a bank statement View financial OCR workflow
Output
Structured output
Speed
Fast preview
Exports
Excel, CSV, JSON
Sample result Ready

Source documentBANK_STATEMENT_APRIL_2026.pdf

Bank Statement
Statement identity
Bank name Account number Statement period Currency
Transaction rows
Transaction date Description Debit Credit
Balances
Opening balance Closing balance Running balance Totals

OutputJSON

{
  "document_type": "bank_statement",
  "bank_name": "Northstar Bank",
  "account_last4": "4821",
  "statement_period": "2026-04-01 to 2026-04-30",
  "opening_balance": 18420.25,
  "closing_balance": 21378.44,
  "transaction_count": 87
}

What gets extracted

Fields built for bank statement conversion

The parser extracts account metadata and transaction tables while keeping dates, descriptions, debits, credits, and balances aligned.

Statement identity

Bank name Account number Statement period Currency

Transaction rows

Transaction date Description Debit Credit

Balances

Opening balance Closing balance Running balance Totals

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

Review checks

Review checks before export

  • Opening balance equals prior closing balance
  • Statement periods are separated by account
  • Duplicate, overlapping, or missing months are visible for review
  • Debit, credit, and balance columns stay aligned

In the workspace

What you can check in the workspace

  • 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

From bank PDF to reconciliation-ready data

  1. Upload a bank statement PDF, scan, or image

  2. Extract account details, transaction rows, amounts, and balances

  3. Review ambiguous rows before export

  4. Download Excel, CSV, or structured JSON for accounting review

Handles statement layouts that break manual entry

  • Multi-column statements where transactions continue across pages

  • Scanned PDFs with faint dates, stamps, or handwritten notes

  • Separate debit and credit columns that need to stay aligned

  • Running balances split from descriptions by wide table spacing

Related converters

Bank Statement Converter Bank Statement to Excel Bank Statement to CSV Bank Statement to JSON 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 PDF2TEXT extract bank statement transactions?
Yes. It extracts transaction tables with dates, descriptions, debits, credits, and balances for review and export.
Does bank statement OCR work on scanned PDFs?
Yes. Upload scanned statements or image files and review the extracted transaction rows before exporting.
Can I export bank statement data to Excel?
Yes. Download reviewed statement data as Excel, CSV, or structured JSON after checking the extracted rows.

Turn bank statements into structured Excel data

Convert scanned bank statements and PDF account activity into structured transaction data for bookkeeping, reconciliation, and accounting review.

Scan a bank statement View financial OCR workflow