Convert Bank Statement PDF to Excel (XLSX)

Transform your bank statement PDFs into clean Excel spreadsheets with properly formatted columns. Use formulas, pivot tables, and import directly into accounting software.

Upload Your Statement

Why Convert to Excel Instead of CSV?

Formulas & Functions

Use SUM, VLOOKUP, IF statements, and any Excel formula directly on your transaction data. Numeric columns are properly typed for instant calculations.

Pivot Tables & Charts

Create pivot tables to analyze spending by category, build charts to visualize trends, and filter transactions with Excel's built-in tools.

Clean Column Formatting

Dates, amounts, and balances are formatted as proper Excel types — no more text-to-number conversion headaches when importing into your workflow.

How It Works

1

Upload PDF

Drag and drop your bank statement PDF or click to browse.

2

Preview Data

See a full preview of your extracted transactions before downloading.

3

Download Excel

Choose XLSX format and get a clean spreadsheet ready for formulas and analysis.

What Your Excel File Includes

Extracted Columns

  • Transaction Date
  • Description / Payee
  • Amount
  • Running Balance
  • Transaction Type
  • Optional: Check Number

Compatible With

  • Microsoft Excel (2010+)
  • Google Sheets
  • LibreOffice Calc
  • Apple Numbers
  • QuickBooks
  • Xero & FreshBooks

Works With 149+ Banks

Convert PDF statements from any supported bank to Excel format.

ChaseBank of AmericaWells FargoCitibankCapital OneUS BankPNC BankAmerican ExpressTD BankTruistAlly BankChime
View all 149+ supported banks

Your Data is Safe

Your PDF is processed entirely in memory and never written to disk. Files are automatically deleted within 60 minutes. All connections use TLS encryption.

Simple, Transparent Pricing

Try free with up to 3 conversions per month. For scanned PDFs, messy layouts, and better extraction quality — upgrade to AI Pro.

Free
$0

Try it risk-free

  • 3 free conversions per month
  • CSV & Excel export
  • Text PDFs only
  • Standard extraction
  • AI rescue
  • Scanned PDF support
24-Hour Day Pass
$24.99

Best for one-off volume

  • Unlimited text PDF conversions for 24h
  • CSV & Excel export
  • Guest checkout — no sign-up
  • One-time payment, no sub
  • AI rescue
  • Scanned PDF support
Built for hard statements
AI Pro
$69 / mo

1,000 AI credits included

Best for messy, scanned, or high-stakes statements

  • AI rescue when standard extraction isn't good enough
  • Scanned & image PDF support
  • Batch upload (up to 10 files)
  • QBO, JSON, CSV & Excel export
  • Dashboard & history (7-day retention)
  • Priority support
  • Failed AI rescues refunded automatically

AI extraction pauses at 1,000 credits each month; annual billing gives you a larger upfront pool.

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Only AI rescue and scanned PDF extraction use credits. Standard text-PDF extraction stays free and unlimited for all tiers.

Secure payment via Paddle
Instant processing
Files auto-deleted after processing

PDF to Excel Conversion FAQ

You receive a standard .xlsx file (Excel Open XML) compatible with Microsoft Excel, Google Sheets, LibreOffice Calc, and Numbers. The file includes properly formatted columns for dates, descriptions, amounts, and balances.

Yes! Unlike a PDF, the Excel output has clean numeric columns so you can immediately use SUM, VLOOKUP, pivot tables, and any other Excel formula on your transaction data.

CSV is a plain text format that works everywhere. Excel (.xlsx) adds proper column types (dates, currency), wider compatibility with accounting software import wizards, and the ability to include multiple sheets if needed.

All 149+ banks we support for PDF to CSV also work for Excel output. This includes Chase, Bank of America, Wells Fargo, Barclays, HSBC, and banks across the US, UK, Canada, Australia, Europe, and Asia.

Yes. When downloading, you can choose to split the amount column into separate Debit and Credit columns — perfect for importing into QuickBooks, Xero, or FreshBooks.

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Ready to Convert Your Statement to Excel?

Upload your bank statement PDF and download a clean Excel spreadsheet in seconds. Try free with up to 3 conversions per month.

Start Converting — It's Free