About StatementToExcel

Bank statement PDFs → Excel, CSV, and QuickBooks — without the manual entry.

What we do

StatementToExcel turns a bank statement PDF into a clean, structured spreadsheet — Excel (.xlsx), CSV, or a QuickBooks Web Connect (.qbo) file that imports directly into QuickBooks Online and QuickBooks Desktop. It is built for the people who do this work every day: US accountants, bookkeepers, and small-business owners who would otherwise re-type hundreds of transactions by hand.

How it works

You upload a statement PDF; the tool extracts every transaction — date, description, amount, and running balance — and reconciles the extracted rows against the statement's own running balance as an accuracy check before producing your file. Supported formats cover all major US banks. There is no software to install.

Privacy by design

We built StatementToExcel around zero data retention. Uploaded PDFs and the converted output are processed entirely in memory and are never written to a database, storage bucket, or log. AI processing runs through Anthropic's Claude API under a contractual zero-retention agreement, which means your statements are never stored or used to train models. The only data we keep is the minimum account and billing metadata needed to run your account — never transaction contents. You can read the specifics on our Trust & Security and Security FAQ pages.

Why we built it

Manual bank-statement entry is slow, error-prone, and a poor use of a skilled bookkeeper's time. Most existing converters either mishandle multi-column business statements or quietly retain the financial data they process. We wanted a tool that is accurate on real-world statements, imports cleanly into QuickBooks, and treats financial data as something to process and discard — not collect.

Contact

Questions, edge cases, or a statement format that didn't convert cleanly? Email help@statementtoexcel.io and a human will reply. You can also start with our pricing or browse supported banks.