For bookkeepers, accountants & the self-employed
Bank statement PDF to Excel
that already adds up.
Upload a statement and get Excel, CSV, QuickBooks or Xero back with every row checked against the running balance — so what lands in your books is reconciled, not just retyped.
3 pages free· then $3 a statement· no account, no card
All pricing →Convert your statement
3 pages free. No account, no card.
Your file is deleted after processing — we keep no copy. What we do with it.
What you get
Your statement, already reconciled
Left, the text as it comes out of a statement PDF. Right, the sheet you download — same figures, in columns, each one checked against the balance the bank printed.
STATEMENT OF ACCOUNT Page 1 of 3
BALANCE BROUGHT FORWARD 1,250.50
03DEC25 TESCO STORES 4821 GB
42.10- 1,208.40
05DEC25 ACME LTD SALARY
2,400.00 3,608.40
09DEC25 BRITISH GAS DD
118.62- 3,489.78
14DEC25 TFL TRAVEL CH
38.40- 3,451.38
21DEC25 CARD PAYMENT REF 90
560.00- 2,891.38
31DEC25 INTEREST PAID
1.24 2,892.62
BALANCE CARRIED FORWARD 2,892.62
| date | description | amount | balance | checked |
|---|---|---|---|---|
| 2025-12-03 | Tesco Stores 4821 | -42.10 | 1,208.40 | |
| 2025-12-05 | Acme Ltd salary | +2,400.00 | 3,608.40 | |
| 2025-12-09 | British Gas DD | -118.62 | 3,489.78 | |
| 2025-12-14 | TfL travel charge | -38.40 | 3,451.38 | |
| 2025-12-21 | Card payment ref 90 | -560.00 | 2,891.38 | |
| 2025-12-31 | Interest paid | +1.24 | 2,892.62 |
Your file
What happens to the statement you upload
You're being asked to hand a bank statement to a website you found five minutes ago. Here is exactly what it does with it.
- Retention
- 60 minutes. Your PDF and the spreadsheet built from it are deleted on a timer, whether you download or not.
- Accounts
- None. No signup, no password, no email required to convert or to pay.
- Where it runs
- One server in London. PDFs are parsed there; the text isn't handed to an outside service.
- If it's wrong
- 14 days, refunded. And you see the extracted rows before you're asked for money.
Questions
Before you upload anything
What does it cost?
The first 3 pages of any statement are free, with no account. Past that it's $3 to unlock the statement you just converted — which also leaves you 30 pages of credit for next time. If you convert in bulk, $19 buys 400 pages that never expire. Full pricing.
What does “checked against the running balance” actually mean?
Your statement already carries a balance column. After extracting the rows we re-add them — opening balance, every movement in order, closing balance — and compare the result against what the bank printed. If the two agree, the extraction is arithmetically sound. If a row can't be resolved confidently it gets flagged in the preview rather than quietly guessed at.
Do I have to create an account?
No. There's no signup and no password. When you buy pages you get a credit key on a bookmarkable page, and the converter saves it in your browser so the next upload downloads straight away.
What happens to my statement after I convert it?
The uploaded file and everything derived from it are deleted automatically within 60 minutes. We keep no copy, we don't sell or share financial data, and nothing is used to train anything. You can also force deletion at any moment — see Privacy.
Which banks work?
Any bank, in principle — the parser reads the statement layout rather than matching a list of banks. We publish per-institution guides for the ones people search for most. If your statement comes out wrong, send it to hello@statements2excel.com and we'll fix the layout — that's how the parser gets better.
I have a year of statements, not one. Can I do them all at once?
Yes — bulk conversion takes up to 25 files in one upload and returns a ZIP with one reconciled spreadsheet per statement, named after the file it came from. Any mix of banks and document types in the same batch.
Does it only do bank statements?
No, and you don't have to tell it which kind you have. Dated ledgers — credit-card statements, brokerage and investment activity, PayPal, Stripe payouts, Wise, Coinbase, loan and mortgage statements — get the running-balance check. Invoices, receipts and payslips are read as priced lines instead: description, quantity, unit price and line total, with every line multiplied out and added up against the total the document prints. Different documents, same promise — nothing is handed to you that hasn't been checked against the paper it came from.
What can I export to?
Excel (.xlsx), CSV, OFX for QuickBooks, a Xero-ready CSV, or raw JSON. A statement exports as date, description, amount and balance; an invoice or receipt as description, quantity, unit price and line total. Both carry a confidence score per row, and the Excel file gets a second sheet showing the arithmetic. OFX and the Xero CSV are bank-statement formats — an invoice downloads as Excel instead, and the page says so before you pay.
What if it gets my statement wrong?
Tell us within 14 days and we refund you, no argument. You also see a preview of the extracted rows before you're asked to pay anything.
What it reads
Not just bank statements
Two kinds of document, one rule: nothing comes back that hasn't been checked against the figures printed on the paper it came from. You don't pick which kind — the page reads the file and tells you what it decided. Every one of these was put through the parser before it got a page.
- Bank & savings
- Current, savings and business accounts, US, UK, EU, CA and AU formats — including day-first dates and comma decimals.
- Credit cards
- Amex, Visa, Mastercard, Discover. Credits written in parentheses or with a trailing CR are read as money in, so your payments don't book as spending.
- Brokerage & investment
- Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, Interactive Brokers. Trades, dividends and fees, with the consideration in the amount column — not the share price.
- PayPal, Stripe & Wise
- Payment-platform statements are dated ledgers too. Stripe's gross, fee and net stay as separate rows, which is how they have to land in the books.
- Invoices & receipts
- Read as priced lines, not a ledger: description, quantity, unit price, line total. Quantity times unit price has to give the line total, and the lines plus tax have to give the total printed on the invoice — two checks, both against the document.
- Payslips
- Earnings and deductions in one signed column, so the rows sum to the net pay printed on the slip. If they don't, you find out here rather than in a P&L.
A receipt that prints no total, or a statement with no balance column, is reported as unchecked rather than passed off as verified. There is nothing in those to check against, and saying otherwise would make the word worthless everywhere else on this page.