Bank Statement Extractor: Convert PDF Bank Statements to Excel & CSV

Any PDF statement to Excel or CSV

Upload a PDF bank statement — scanned or digital, from any major bank — and the tool extracts every transaction: date, description, debit, credit, and balance. Output is a clean Excel (.xlsx) or CSV file ready for your ledger or reconciliation workflow.

Export-ready transaction data without re-typing or manual cleanup.

Free preview before you pay

Every statement is extracted and shown to you as a table for free, with no signup required to start. You only pay when you're ready to unlock the full statement and download the file.

See the extracted transactions before committing to a plan.

Scanned and digital PDFs

The extractor handles both scanned statements via OCR and digital PDFs, so statements that arrive as images or printouts are processed the same way as native digital files.

One workflow for every statement format clients send you.

Encrypted, never stored, never AI-trained

Uploads are sent over TLS and encrypted in transit. Your statement is deleted after extraction, and your data is never used to train AI models.

Client statement data stays private and is not retained.

Monthly plans priced for volume

Starter is $29/mo for 100 pages, Pro is $99/mo for 600 pages, and Business is $299/mo for 2,000 pages. Annual billing saves up to 20%, all plans include Excel and CSV export, and there's a 14-day money-back guarantee with cancel anytime.

Predictable per-page cost for teams processing statements all day.

Built for accountants, bookkeepers, lenders, and finance teams

Accountants convert client statements for reconciliation and bookkeeping, bookkeepers extract months of transactions into their ledger, lenders and underwriters turn applicant statements into structured data for income and cash flow assessment, and finance teams standardize statements from any bank into one Excel/CSV format.

A single conversion workflow across client, applicant, and internal statement handling.

• Works with any bank, scanned or digitalThe tool accepts PDF bank statements from every major bank, including scanned (OCR) and digital PDFs. You can upload a statement and get every transaction extracted — date, description, debit, credit, balance — in seconds.
• Free preview before you payYou can upload a statement and see the extracted table for free, with no signup required. You only pay when you're ready to export to Excel (.xlsx) or CSV. This lets you verify accuracy before committing.
• Built for professionals handling volumePricing is designed for accountants, bookkeepers, lenders, and finance teams who convert statements regularly. Plans start at $29/month for 100 pages, up to $299/month for 2,000 pages, with a 14-day money-back guarantee.
• Security and privacy emphasizedUploads are encrypted in transit (TLS), files are never stored after extraction, and your data is never used to train AI models. This addresses key concerns for finance teams handling sensitive bank data.

• Accuracy claims are not quantifiedThe site says extraction is accurate but does not provide a specific accuracy percentage or error rate. It also does not show sample outputs or independent tests. You should verify accuracy with your own statements before relying on it.
• No mention of bank-specific integrationsThe tool claims to work with 'any bank' but does not list specific banks or direct integrations. It processes PDFs, so it may not handle all statement layouts perfectly. Test with your bank's format.
• Pricing is subscription-based, not per exportWhile you can preview free, exporting requires a monthly subscription. There is no pay-per-export option shown. If you only need occasional conversions, a subscription may not be cost-effective.
• Limited information on support and service levelsThe site mentions FAQ and contact but does not detail support hours, response times, or service level agreements. For business-critical use, you may want to confirm support availability before subscribing.

Quarterly Close Automation

Finance teams upload monthly bank PDFs, extract CSVs, and feed directly into consolidation tools, shaving days off the close process. Bank Statement Converter provides a similar workflow for on‑premise environments.

Client Onboarding for Accounting Firms

New clients submit statements in varied formats; the tool standardizes data, enabling rapid setup of bookkeeping services.

FinTech App Integration

A budgeting app uses the API to let users instantly import their bank activity, enhancing user engagement.

Audit Trail Generation

Compliance officers generate immutable logs of extracted data, satisfying audit requirements without extra tooling.

Sign up for a free account and upload a sample statement.

Use the template wizard to map fields to your desired CSV schema.

Generate an API key and configure your ERP or BI connector.

Schedule batch jobs or integrate the API into your workflow.