Convert bank statement PDF to Excel, CSV, or QuickBooks (QBO)
Upload any bank statement PDF and get a clean spreadsheet — or a QuickBooks Web Connect (.qbo) file ready to import into QBO and QuickBooks Desktop. Supports all major US banks.
Drop your PDF bank statement here
or click to browse · PDF files only
Your file is processed in memory and never stored. Learn more
3 free conversions — no credit card needed
How it works
Step 1
Upload
Drop your PDF bank statement into the converter.
Step 2
Convert
Our engine extracts every transaction with 99.9% accuracy.
Step 3
Download
Get a clean Excel, CSV, or Google Sheets file instantly.
99.9%
extraction accuracy
Every transaction is cross-checked against the statement's own running balance — so the numbers you download match the numbers your bank printed, to the cent.
Clean columns, every time
Every output — Excel, CSV, Google Sheets, or QBO — delivers the same four structured columns your accounting workflow expects.
Column
Date
Transaction date in ISO format (YYYY-MM-DD), ready to sort or filter in any spreadsheet.
Column
Description
Full merchant or memo text as it appears on your statement — no truncation.
Column
Amount
Signed numeric value: positive for deposits/credits, negative for withdrawals/debits.
Column
Balance
Running account balance after each transaction, matching your PDF to the cent.
Sample output
| Date | Description | Amount | Balance |
|---|---|---|---|
| 2024-01-03 | DIRECT DEP PAYROLL XYZ INC | +2,450.00 | 3,812.44 |
| 2024-01-05 | GROCERY STORE #0412 | −84.17 | 3,728.27 |
| 2024-01-07 | ACH DEBIT ELECTRIC COMPANY | −132.00 | 3,596.27 |
Illustrative sample — actual output mirrors your statement exactly.
Works with every US bank
We support PDF statements from all major US banks. Click any bank below to learn more about converting their specific format.
Built for the people who live in spreadsheets
StatementToExcel fits into the workflows accountants, bookkeepers, and restaurant operators already use — no new software to learn.
For accountants
Month-end close runs faster when bank data is already in your general ledger format. Upload a client's PDF statement and get a structured Excel file — sorted by date, signed amounts, running balance included — ready to tie out to the GL without reformatting. QuickBooks users can go straight to a .qbo file for direct journal-entry import.
For bookkeepers
Multi-client reconciliation means wrangling statements from a dozen different banks, each with its own column layout. StatementToExcel normalises every statement — Chase, BofA, Wells Fargo, or a regional credit union — into the same four-column structure (Date, Description, Amount, Balance) so you can copy-paste into your reconciliation template without a single reformat.
For restaurants
Daily sales reconciliation for a restaurant means matching your POS deposits against the bank's credit. Export your merchant-deposit statement to Excel and filter by "SQUARE" or "TOAST" to isolate every nightly batch in seconds. Owners using QuickBooks can import the .qbo file directly — no manual data entry, no transposition errors on weekly sales totals.
Simple, transparent pricing
Start with 3 free conversions. No credit card required.
Starter
$15/mo
400 pages/mo
Professional
$30/mo
1,000 pages/mo
Business
$50/mo
4,000 pages/mo
Your bank data stays yours
Bank statements contain salary details, vendor payments, and account numbers. Here is exactly how we handle — and don't handle — your data.
Deleted the moment you download
Your PDF and the output file live only in server memory during conversion. The instant your download starts, both are gone — nothing is written to disk, a database, or cloud storage. Not even temporarily.
Bank-grade AI — with a Zero Data Retention contract
We use Anthropic's API under a Zero Data Retention (ZDR) agreement. "ZDR" means Anthropic is contractually prohibited from storing your statement data to train models or for any other purpose. Your financial data never becomes training material.
No trackers, no ads, no data brokering
There are no third-party ad pixels, session-recording scripts, or analytics SDKs on this site. We collect only what's needed to count your conversions (so we know when you've used your 3 free credits) — nothing more.
Frequently asked questions
What can I convert a bank statement PDF to?
Excel (XLSX), CSV, Google Sheets-compatible XLSX, or a QuickBooks Web Connect (.qbo) file for direct import into QuickBooks Online and QuickBooks Desktop.
Which banks are supported?
All major US banks and credit unions — 30+ including Chase, Bank of America, Wells Fargo, Citi, Capital One, U.S. Bank, PNC, Truist, Citizens, Navy Federal, and American Express. Don't see your bank? Send a redacted sample and we'll add it.
Is my bank statement data secure?
Yes — zero data retention. Your PDF and the output file are processed in memory and discarded the moment you download. Nothing is written to a database or storage bucket, and there are no trackers or ads.
How accurate is the conversion?
99.9% extraction accuracy. Every transaction is cross-checked against the statement's own running balance, so the numbers you download match the numbers your bank printed to the cent.
How much does it cost?
3 conversions free, no credit card. Paid plans start at $15/mo (~30 statements/month). See the pricing section below.
Do you support scanned or photographed PDFs?
Yes. StatementToExcel uses AI-powered extraction that works on both digital (text-layer) PDFs and scanned image-based statements. If your bank prints paper statements and you scan them to PDF, upload as normal — the engine handles both formats.
Can I convert multiple statements at once?
Each conversion is one PDF. If you have multiple monthly statements, upload them one at a time on the Starter plan ($15/mo, up to 400 pages/month) or the Professional plan ($30/mo, up to 1,000 pages/month) to work through a backlog quickly.
Which output formats work with Google Sheets?
Choose the "Google Sheets" format in the converter and you'll receive an XLSX file optimised for Google Sheets import — or use CSV, which Google Sheets opens natively via File → Import. Both options land every column (Date, Description, Amount, Balance) in a separate cell with no manual cleanup.