AI Bank Statement Converter
Turn PDF and scanned bank, credit card, and fleet card statements into clean Excel or CSV transactions. Any bank or issuer, any format, any language — no templates, no manual data entry.
What would you like to extract?
- Any bank — no templates
- Files auto-delete within 24h
- Never used for AI training
What you get: every transaction as a clean row
Your columns, your rules — described in the prompt. Anything the AI isn't confident about is flagged for review, never silently guessed.
| Date | Description | Money Out | Money In | Balance | Source File | Review Needed |
|---|---|---|---|---|---|---|
| 03/02/2026 | ACH PAYROLL RUN 4412 | 8,420.00 | 41,205.18 | statement_feb.pdf | ||
| 05/02/2026 | STRIPE PAYOUT REF 88213 | 12,940.55 | 54,145.73 | statement_feb.pdf | ||
| 06/02/2026 | CARD 4421 — OFFICE SUPPLIES | 214.85 | 53,930.88 | statement_feb.pdf | ||
| 09/02/2026 | OFFICE LEASE — UNIT 12 | 3,150.00 | 50,780.88 | [Page 2] statement_feb.pdf | ||
| 12/02/2026 | INSURANCE DD — POLICY 8812 | 452.10 | 50,328.78 | [Page 2] statement_feb.pdf | ||
| 14/02/2026 | WIRE IN — CLIENT RETAINER | 7,500.00 | 57,828.78 | [Page 2] statement_feb.pdf | ||
| 17/02/2026 | SUPPLIER PAYMENT — MERIDIAN | 1,246.00 | 56,582.78 | [Page 3] statement_feb.pdf | ||
| 20/02/2026 | ACCOUNT FEES | 24.50 | 56,558.28 | [Page 3] statement_feb.pdf | ||
| 28/01/2026 | FUEL STATION 0441 | 96.40 | 8,114.62 | scanned_jan.pdf | Verify faint scan | |
| 30/01/2026 | POS DEPOSIT — CARD TAKINGS | 1,830.00 | 9,944.62 | scanned_jan.pdf |
How to convert a bank statement to Excel
1. Upload your statements
Drag in PDFs, scans, or photos — one statement or a whole month of client folders. Mixed banks and formats in the same batch are fine.
2. Describe what you need
In plain language, like you'd brief a colleague. Name your columns, say one row per transaction, and add any special handling you want.
3. Download clean data
Get Excel, CSV, or JSON with every transaction as a row, a source-file reference, and Review Needed flags on anything worth checking.
Built for real statements, not perfect ones
Statement layouts vary wildly between banks and countries — that's exactly why template-based converters break. This one doesn't use templates.
Any bank or card issuer, no templates
No per-bank setup, no parsing rules. The AI reads each statement's actual layout — high-street banks, challenger banks, credit unions, business accounts, any country. Credit card, charge card, and fleet card statements work the same way.
Scanned or digital
Native PDFs, scanned PDFs, and photos (JPG, PNG) all work. Unclear values get flagged for review instead of silently guessed.
You choose the columns
Date, description, debit, credit, balance — or your own layout. Describe the spreadsheet you want and the columns match your bookkeeping or import format.
Any language or format
Statements in English, Portuguese, French, Chinese, and dozens of other languages convert the same way — including regional date, number, and currency formats.
A month of statements in one run
Upload a whole client folder — up to 6,000 files per batch, single PDFs up to 5,000 pages. One clean spreadsheet out, with a source-file column per row.
Built for sensitive documents
Uploads are encrypted, never used for AI training, and auto-deleted within 24 hours. Review Needed warnings flag anything worth a human look.
Who converts bank statements here
Bookkeepers & accounting firms
Digitize every client's monthly statements in one batch instead of keying transactions by hand — the single most common job on our platform.
Accountants at tax time
Turn a year of PDF statements into clean, sortable transactions for tax preparation, audits, and reconciliation.
Business owners & finance teams
Pull business account activity into Excel for expense tracking, cash-flow analysis, or import into your accounting software.
Same prompt whether it's 1 statement or 1,000
1 credit = 1 page. 50 pages free every month, then pay-as-you-go from $25 for 250 pages — no subscription. Recurring monthly workflow? Automate it with the REST API.
Bank statement conversion FAQ
Which banks does the converter support?+
Any bank. There are no per-bank templates or parsing rules to set up — the AI reads each statement's actual layout, so statements from any bank, in any country, work the same way. That includes multi-page statements and statements that combine several accounts in one document.
Does it work with credit card and fleet card statements?+
Yes — the workflow is identical: upload the statements, describe the columns you want, download the rows. Business credit cards, charge cards, and fleet or fuel card statements from any issuer all work, and multi-cardholder statements can include a cardholder column so every transaction stays attributable.
Does it work with scanned bank statements or photos?+
Yes. It handles native (digital) PDF statements, scanned PDFs, and image files (JPG, PNG). Low-quality scans are flagged with Review Needed warnings on any values the AI is not confident about, so you know exactly what to double-check.
What data can it extract from a bank statement?+
You choose. Describe the columns you want in plain language — for example date, description, money out, money in, and running balance, one row per transaction. You can also request opening and closing balances, filter to specific transaction types, or add columns like a client name or account label.
Can I convert a bank statement to CSV instead of Excel?+
Yes — every conversion can be downloaded as Excel (.xlsx), CSV (.csv), or JSON (.json). Because you control the column layout through your prompt, you can shape the CSV to match the import format your accounting software expects.
Is my banking data secure?+
Uploads are encrypted, are never used for AI training, and are automatically deleted within 24 hours of processing. Generated spreadsheets auto-delete after 90 days. The full details are on our security page.
Is it really free?+
Yes — every account includes 50 free pages per month with full functionality and no credit card required. Beyond that, pricing is pay-as-you-go (from $25 for 250 pages) with no subscription.
How accurate is the conversion?+
Extraction runs on a purpose-built, multi-model AI pipeline that has processed over 1 million pages. When the AI is not confident about a value — an unclear scan, an ambiguous date format — it flags that cell with a Review Needed warning instead of guessing silently, so you can verify the handful of values that need human eyes.
Can I convert many statements at once?+
Yes — that's what the platform is built for. Upload up to 6,000 files in one batch, including single PDFs up to 5,000 pages, and process a whole month of client statements in one run. For recurring workflows there's also a REST API with Python and Node.js SDKs.
Related guides
- How to convert bank statements to Excel: methods compared
- Importing bank statements into Xero
- How to read a bank statement
Also converting invoices? Convert invoices to Excel with the same prompt-based workflow.
Convert your first statements free
50 pages free every month. No credit card, no templates, no subscription — upload statements and download clean Excel in minutes.