Bank Statement Converter

Turn text-based PDF bank statements into checked Excel or CSV files

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Screenshot of Bank Statement Converter, Turn text-based PDF bank statements into checked Excel or CSV files

What is Bank Statement Converter?

Bank Statement Converter is an accounting tool that turns text-based PDF bank statements into checked Excel or CSV files. Bank Statement Converter extracts transactions from text-based PDF statements into Excel or CSV, with source-page links and a balance check so users can verify every row before exporting.

Bank Statement Converter turns PDF bank statements into spreadsheet-ready transactions, with a review step built into the workflow. A user uploads a text-based PDF (or a PNG, JPG or WebP image of a statement page), and the tool extracts one row per transaction, with amounts stored as numbers and dates formatted as YYYY-MM-DD. Descriptions that a bank splits across several lines are merged, and repeated page headers are left out of the output. The distinguishing feature is verification. Each extracted row links back to the page it came from, and the review screen places extracted data beside the original statement. A balance check compares the opening balance, money in and money out against the closing balance printed on the statement, and flags any mismatch so the user can correct a misread amount before exporting. The site's own sample shows a small discrepancy of a few cents being caught this way. The service states plainly that extraction can be wrong and that nothing is marked as verified by a bank. The tool suits bookkeepers, accountants and small business owners who receive statements only as PDFs and need rows for accounting software or a spreadsheet. Files are uploaded directly, so no bank login is ever requested. Guest uploads are deleted after one hour and account files after 24 hours, with earlier deletion possible. Exports come as XLSX with a summary sheet or as UTF-8 CSV with comma or semicolon delimiters, and re-exporting does not consume extra pages. A batch mode handles multiple files, and a bookkeeper-oriented workflow offers client history. Current limits are worth knowing: one account and one currency per file, scanned PDFs are not yet supported, and only bank formats that have been tested (listed with verification dates) are claimed to work. Pricing is page-based, with a one-time free allowance, monthly and annual plans, and one-time packs. Compared with generic PDF-to-Excel utilities, it trades breadth for traceability, which matters when accuracy to the cent is the priority.

How do you use Bank Statement Converter?

  1. 1Try the sample first
    Open the sample workspace to see how extracted rows appear beside the original page and how the balance check flags a mismatch.
    Bank Statement Converter — Try the sample first
  2. 2Upload a statement
    Drop a text-based PDF, or a PNG, JPG or WebP image, on the homepage. The page count is shown before any charge.
    Bank Statement Converter — Upload a statement
  3. 3Choose an export format
    Pick Excel (.xlsx) or CSV as the export preference, depending on whether the data goes to a spreadsheet or an accounting tool.
    Bank Statement Converter — Choose an export format
  4. 4Review flagged rows
    Compare each transaction with its source page, correct anything that looks wrong and check which balance checks pass.
  5. 5Export and combine files
    Download the XLSX or CSV as often as needed, or use batch mode to convert and combine multiple statements.
    Bank Statement Converter — Export and combine files

Pros and cons

Pros

  • Every extracted row links back to its source page for side-by-side checkingAI
  • Balance check compares opening, in, out and closing amounts to flag misread figuresAI
  • Clean output: one row per transaction, numeric amounts, YYYY-MM-DD datesAI
  • No bank login needed, and guest files are deleted one hour after uploadAI
  • Free tier gives real XLSX and CSV downloads with no watermark or cardAI

Cons

  • Scanned PDFs are not supported yet, only text-based PDFs or individual page imagesAI
  • Limited to one account and one currency per fileAI
  • Only tested bank formats are supported, so some banks may not workAI
  • Extraction can be wrong, so manual review is required before using the dataAI
  • Free pages are a one-time allowance of 5 and never resetAI

How much does Bank Statement Converter cost?

Free trial

Try 5 pages free with no account or card required. The allowance is one-time and does not reset. Free downloads are real XLSX and CSV files without watermarks.

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Pricing

5 pages free as a one-time allowance. Monthly plans start at $19 for 500 pages; annual plans save 40% with the year's pages upfront. One-time packs start at $19 for 300 pages, valid 365 days. Four tiers in total.

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Support

Security, privacy and terms pages are available, along with an FAQ on the homepage. No support channel is described.

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Integrations

No third-party integrations are listed. Output is delivered as XLSX or CSV files for import into spreadsheets, accounting or bookkeeping tools.

Features

PDF and image upload (up to 20 MB, 100 pages per PDF), one row per transaction, numeric amounts, merged descriptions, source-page links, balance check, side-by-side review, XLSX and CSV export, batch conversion, and a bookkeeper workflow.

Frequently asked questions about Bank Statement Converter

  • How much does Bank Statement Converter cost?
    5 pages free as a one-time allowance. Monthly plans start at $19 for 500 pages; annual plans save 40% with the year's pages upfront. One-time packs start at $19 for 300 pages, valid 365 days. Four tiers in total.
  • Does Bank Statement Converter offer a free trial?
    Try 5 pages free with no account or card required. The allowance is one-time and does not reset. Free downloads are real XLSX and CSV files without watermarks.
  • How do you use Bank Statement Converter?
    The walkthrough on this page covers 5 steps: 1. Try the sample first 2. Upload a statement 3. Choose an export format 4. Review flagged rows 5. Export and combine files.
  • What platforms does Bank Statement Converter support?
    Bank Statement Converter is available on Web App.
  • What does Bank Statement Converter integrate with?
    No third-party integrations are listed. Output is delivered as XLSX or CSV files for import into spreadsheets, accounting or bookkeeping tools.
  • What are the limitations of Bank Statement Converter?
    Scanned PDFs are not supported yet, only text-based PDFs or individual page images. Limited to one account and one currency per file. Only tested bank formats are supported, so some banks may not work.

Status

StatusActive
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Added10/8/2026

Platforms

Web App

Pricing

FreemiumSubscription