Turn PDF Bank Statements into Clean Excel in Minutes

Finance teams routinely receive bank statements as PDFs. Turning those into analysis-ready spreadsheets usually means hours of manual copying, error-prone formulas, and late nights.

The Business Problem

Re-key transactions line by line
Fix column misalignments and totals
Standardize dates, currencies, and descriptions
Reconcile across multiple accounts and banks

This slows close cycles, delays reporting, and increases the risk of mistakes.

A Faster Way: AI-Powered Conversion

Our tool converts PDF bank statements into clean Excel files in minutes. Behind the scenes, AI models interpret the visual layout of each page and map it into structured rows and columns—so even multi-column or multi-page statements are extracted accurately.

Consistent columns for date, description, debit/credit, balance
Normalized formats for dates and amounts
Accurate handling of multi-line descriptions
One workbook per upload, ready for pivoting and reconciliation

Real Outcomes for Finance Teams

Close faster: Cut hours from monthly and quarterly closes
Reduce errors: Replace manual re-keying with reliable extraction
Standardize: Create a consistent data shape across banks
Scale: Process dozens of statements in parallel

Simple Workflow

Drag and drop your PDF bank statement
The system processes pages using AI and visual understanding
Download a clean Excel file ready for analysis

No templates, no manual configuration, just dependable output.

Security You Can Trust

Files are encrypted in transit and at rest. We never sell or share your data.

Try It on Your Next Close

Upload a sample statement and see the difference. If you process statements regularly—monthly closes, audits, lender packages, or client bookkeeping—this saves time on day one.

Need higher volumes or custom formats? See pricing or contact us.