Upload your PDF bank statement and get a clean Excel file back — with all your transactions, dates, amounts, and balances neatly organized. Works with any bank, 99% accurate.
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Create AccountUpload any PDF bank statement and get a ready-to-use Excel file. The AI finds the transaction tables, reads the data, and organizes everything into proper columns — automatically.
Chase, Bank of America, Wells Fargo, Citibank — and thousands more worldwide. Works with both digital and scanned PDF bank statements.
Your data comes back organized in columns: Date, Description, Amount, Balance, Transaction Type. Ready for accounting software or your own analysis.
Your bank statements are encrypted during processing and deleted automatically after conversion. We don't store or share your data.
Upload your PDF, get Excel back. Our AI handles the reading, the formatting, and the organizing — so you don't have to.
Most documents are done in under 30 seconds. Upload a batch and they all process at once.
Trained on millions of bank documents. It picks up dates, amounts, and descriptions that are easy to miss by hand.
AES-256 encryption. Your data is protected during processing and deleted afterward.
Get perfectly formatted .xlsx files with proper columns. Also supports CSV and JSON if you need them.
Got a locked PDF? Enter the password during upload and we'll handle the rest.
No scanner? No problem. Snap a photo with your phone or take a screenshot. Upload it and get data back.
Build bank statement processing into your own apps with our REST API. Full docs included.
Tell the AI exactly which fields to pull. Get only the data you need.
Three steps to go from PDF to Excel
Drag and drop your bank statement. We accept PDFs, images, and multi-page documents.
Our AI identifies transactions, dates, amounts, and balances — usually in under 30 seconds.
Get your Excel file with everything organized. Or export as CSV if you prefer.
Stop spending hours typing numbers from PDFs into spreadsheets. Let the AI do it.
What used to take a full day of manual entry now takes minutes. Upload a stack of statements and let AI handle it.
99% accuracy means fewer typos, missed rows, and wrong numbers. The AI catches details you'd easily overlook.
Processing 10 statements or 10,000 — it works the same. No extra staff, no extra cost per user.
Download as Excel, CSV, or connect via API. Works with QuickBooks, Xero, and most accounting software.
The AI figures out the layout on its own. No templates to configure, no rules to set up. Just upload and go.
Documents process in seconds. Our cloud scales automatically so you never wait.
Define your own extraction rules — categories, fields, validations. The AI follows them for every document.
International bank statements? No problem. Our AI handles dozens of languages and regional formats.
Language is detected automatically — no configuration needed
99% accuracy regardless of document language
Recognizes currencies and regional number formats
Works with any document format
Convert PDF Bank Statements from Any Major Bank to Excel
Our AI recognizes and converts PDF bank statements from all major financial institutions with perfect Excel formatting.
No matter which bank issued your PDF statement, our AI converts it to properly formatted Excel with consistent columns:
Built for Finance Professionals
Accountants, bookkeepers, business owners — anyone who needs bank statement data in Excel.
Convert client bank statements to Excel for bookkeeping, reconciliation, and tax prep.
Track expenses, analyze cash flow, and build financial reports from your bank statements.
Pull client bank data into Excel for income verification and deduction tracking.
Large-scale PDF-to-Excel conversion for financial analysis, compliance, and reporting.
Advanced PDF Bank Statement to Excel Features
Handle any bank statement scenario with our Excel conversion tools.
Convert password-protected bank statement PDFs to Excel securely.
Convert hundreds of bank statements to Excel at once.
AI reads complex layouts and pulls out the right data from any bank format.
| Feature | PDF to Excel | PDF to CSV | Manual Entry |
|---|---|---|---|
| Formula Support | ✅ Full Excel formulas | ❌ No formulas | ✅ Manual formulas |
| Formatting & Styling | ✅ Rich formatting | ❌ Plain text only | ✅ Manual formatting |
| Processing Speed | ✅ 15–30 seconds | ✅ 10–20 seconds | ❌ Hours of work |
| Data Accuracy | ✅ 99% AI accuracy | ✅ 99% AI accuracy | ❌ Prone to human error |
| Accounting Software Import | ✅ Most software supported | ✅ Most software supported | ❌ Needs reformatting |
| Charts & Analysis | ✅ Built-in Excel charts | ❌ Needs import to Excel | ✅ Manual chart creation |
Need a different format? We've got you covered with multiple export options.
Perfect for financial analysis with formulas, charts, and accounting software integration.
Lightweight format ideal for data analysis, databases, and programming.
No hidden fees, no surprises. Start free and upgrade when you need more.
Perfect for getting started with basic document processing
Great for small businesses and regular document processing
Perfect for growing businesses with mid-volume processing needs
Perfect for high-sized businesses with high-volume processing needs
Tailored solutions for enterprise clients with specific requirements
See what our customers are saying about their experience with BankStatementFlow
"BankStatementFlow has revolutionized our accounting process. What used to take our team 8 hours now takes 20 minutes. The accuracy is incredible and has eliminated so many manual errors."
"The AI is phenomenally accurate. We process 500+ invoices monthly and the time savings are massive. Customer support is also fantastic - they respond within minutes."
"Game changer for our small business! The free plan got us started and now we're on Pro. It works perfectly. Highly recommended!"
Setup took five minutes. The CSV export saves us hours every week. Accuracy is legit.
Had the API running in about 2 hours. Processing speed is exactly what we needed.
The custom AI instructions are incredible. It nails our invoice format every time. Saved us a ton in dev costs.
Common questions about PDF bank statement to Excel conversion.
Over 99%. The AI is trained on millions of financial documents and keeps improving. If anything looks off, you can edit it with our built-in tools.
Yes. AES-256 encryption, secure servers, automatic deletion after processing. Your documents aren't stored permanently.
PDF, JPG, PNG, and other image formats. Scanned documents, digital PDFs, phone photos — all work.
Most statements are done in 30–60 seconds. Multi-page documents might take 2–3 minutes. You'll see live progress.
They let you set your own rules for the AI — which fields to extract, how to categorize things, what to validate. Available on Corporate plans.
Want to see how this works for your setup? Talk to our sales team.
Yes. Enter the password when you upload. We decrypt it securely — the password is never stored.
Absolutely. Phone photos, screenshots, scanned images — the AI cleans up quality and extracts the data. No scanner needed.
Yes. Full REST API with documentation and code examples for popular languages.
90 days by default so you can re-download results. Adjustable from 1 to 365 days. Permanently deleted after that.
Yes. Upload a batch and they'll process in parallel. Download individually or as one combined file.
Our AI reads your PDF, finds the transaction tables, and pulls out dates, descriptions, amounts, and balances. It organizes everything into a clean Excel file with proper columns. Takes seconds and works with any bank format.
It's the process of extracting transaction data from a PDF bank statement and putting it into an Excel spreadsheet — dates, descriptions, amounts, and balances organized in columns you can actually work with.
All major banks — Chase, Wells Fargo, Bank of America, Citibank, Capital One, HSBC, Barclays, and hundreds more. The AI recognizes formats automatically.
Typically 15–30 seconds. Short statements (1–5 pages) finish in under 15 seconds. Longer ones (20+ pages) may take up to a minute.
Yes. Provide the password during upload and we'll decrypt and convert it while keeping everything secure.
Thousands of businesses use BankStatementFlow to turn PDF bank statements into Excel. See for yourself.
No credit card required • 10 pages included free
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