Bank Statement to Excel
Bank statement transactions in Excel, one row per line.
AI fills one Excel row per transaction: date, description and signed amount.
- Add your statementsDrop PDFs or choose files.
- Check the columns5 are ready. Edit any of them.
- Download ExcelReview the rows, then save.
Converter
Upload PDFs
Invoices, receipts, or repeated business documents.
5 columns set up for bank statements, one Excel row per line. Change any of them.
Choose Excel columns
Name each column, then say how to find it on the page. The AI reads that line, so a clear one means fewer blanks.
No PDFs yet5 columns · a row per line
Extract and review
Securely upload each PDF and extract only the columns you requested.
What you get
One row per transaction.
A blank cell means the statement doesn't print that value.
| Source PDF | Bank | Account Number | Date | Description | Amount |
|---|---|---|---|---|---|
| hsbc-aug-2026.pdf | HSBC | ****4521 | 2026-08-04 | TESCO STORES 3124 | -48.22 |
| hsbc-aug-2026.pdf | HSBC | ****4521 | 2026-08-05 | ACME LTD INV-4471 | 2,208.00 |
| maybank-e-stmt-0926.pdf | Maybank | 5641-****-8821 | 2026-09-02 | GRAB *RIDE |
What you can rely on
- Blank cells, never guesses
- Checked before you download
- Source PDFs deleted after about an hour
- Failed files refunded automatically
- No subscription
Questions
Can I change the columns?
Yes. Rename, retype, reorder or remove any of them before you convert, or add your own, such as a branch or a cost centre.
Can I get each transaction as a row?
Yes. Each debit or credit is its own Excel row. Bank and account number repeat on every line. Up to 80 transactions per PDF.
Do the statements have to be from the same bank?
No. Each PDF is read on its own against your headings, so statements from different banks still land in one table.
What if a statement doesn't print a field?
The cell stays blank. Nothing is guessed, so the gaps are easy to spot.
Does it convert the transaction table into Excel?
Yes. Amount is signed as printed: deposits and credits positive, withdrawals and debits negative.
What happens to the statements afterwards?
They are deleted about an hour after the conversion. The privacy page sets out what is kept.