Bank Statement Converter:
PDF to CSV & Excel

Save hours on reconciliation. Stop typing and start analyzing. Our automated data extraction software—built by financial tech experts—turns PDF bank statements into clean CSV & QBO in seconds.

Upload Bank Statement

Drag & Drop PDF here or Browse Files

Supports PDF, JPG, JPEG & PNG
No Signup Required to Start
★★★★★ Trusted by Accountants & CPAs | “Life-changing for month-end.” – Carla R., Senior Bookkeeper
Hosted on SOC-2 Type II Certified Infrastructure
256-Bit AES Encryption
Files Auto-Deleted in 1 Hour

How to Convert PDF Bank Statements to Excel

Clear, simple steps to manage your financial data.

1

Upload

Drag & drop your pdf bank statement or scanned image into our secure portal.

2

Extract

Our bank statement converter AI—trained on 50k+ financial docs—finds the table, ignoring marketing headers.

3

Export

Download your data. We support pdf to csv, Excel (XLSX), and QBO formats.

Statement detected
Excel Export
Converted instantly
99k+

Trusted by CPAs & Bookkeepers worldwide

Why Financial Professionals Choose Our Software

AI-Powered Accuracy

Unlike basic converters, we use financial document scanning technology vetted by industry best practices. You get a clean table where debits & credits match to the penny.

Credit Card Support

Need to process expenses? Use the same tool as your credit card statement converter. Export Amex, Chase, and Capital One PDFs straight into Excel.

Scanned Document Support

Old paper? Scan or snap a photo. Our OCR accounting software reads image text with high precision (tested on 1,000+ legacy statements). Perfect for historical records.

Seamless Accounting Integration

We provide accounting software with seamless bank integration: Export to QuickBooks Online, Xero, and Sage formats—no manual re-formatting required.

Go Beyond Basic Conversion

Don't just extract data—automate your entire financial workflow.

Automation

Email Parser &
Auto-Extraction

Forward bank emails to your unique @stmt.me mailbox. Our Mail Parser extracts the data and sends the Excel file back to your inbox automatically.

Explore Mail Parser
EMAIL
Processing
XLS
Trigger: Portal Click
S
Action: Extract Transactions
QB
Push to QuickBooks
X
Push to Xero
Browser Extension

One click inside Chrome
captures transactions

Instantly scrape data from your online banking portal. No more waiting for monthly PDF statements—just click and convert.

Get the Chrome Extension

Trusted by Financial Professionals

Accountants & Bookkeepers

“Cuts my reconciliation time by 70%.” – Raj S., CPA

Use our tool to speed up month-end closing with strict data privacy.

Mortgage Lenders

Verify borrower assets faster.

Our financial document scanning engine processes large, multi-page PDFs in under 30 seconds.

Small Business Owners

Get a tax-ready banking csv in minutes.

No accountant required for simple categorization and instant financial oversight.

Why Use an Automated Bank Statement Converter?

Manually typing transaction data into spreadsheets is slow and error-prone. Whether you are a business owner preparing for tax season or an accountant reconciling multiple client accounts, you need the best data extraction software to automate the grunt work.

Instantly Convert PDF Bank Statement to CSV Online

Our tool is purpose-built to convert bank statements to csv with high fidelity. Unlike generic PDF converters that mess up formatting, we handle the heavy lifting of converting bank statements to Excel. We ensure that columns for dates, descriptions, debits, credits, and running balances are perfectly aligned for immediate automated bank statement analysis.

Support for Major US Banks & Formats

Financial layouts vary wildly. We have trained our AI on thousands of templates. You can export Bank of America statements to Excel, convert Wells Fargo PDFs, or process Chase statements without any manual configuration. We also support PDF to QBO conversion for seamless import into QuickBooks.

Transparent Pricing
Simple Plans for Diverse Needs

Starter

Ideal for individuals and small teams starting out.

Usage
  • 800 Credits
  • Up to 800 pages / month
  • File size up to 5 MB
Most Popular

Pro

Advanced plan for growing businesses needing more credits.

Usage
  • 1500 Credits
  • Up to 1500 pages / month
  • File size up to 10 MB

Business

/month

All Pro features plus API access for integrations.

Usage
  • 3000 Credits
  • Up to 3000 pages / month
  • File size up to 20 MB

Your data. Your control. Zero trace.

256-bit AES encryption

Bank-grade, end-to-end protection for all data transmitted through our portal.

SOC 2 Type II Certified

Infrastructure hosted on RunPod with industry-certified security protocols.

Auto-deletion

Zero footprints: all uploaded files are permanently wiped after 60 minutes.

Isolated Environments

No cross-contamination. Each session runs in its own secure, sandboxed container.

Frequently Asked Questions

How to convert PDF to CSV for QuickBooks?

Choose “QBO” or “QuickBooks CSV” output. We map Date, Amount, Payee, and running balance to Intuit’s import template—no tweaking needed.

How to convert bank statement to Excel on Mac?

Our tool is cloud-based—works in Safari, Chrome, Firefox. No install; just drag, drop, download your pdf to csv on mac.

Is it safe to convert bank statements online?

Yes. We host our platform on SOC-2 Type II Certified Infrastructure (RunPod). Your files are encrypted with 256-Bit AES standards and are permanently deleted after 1 hour.

How to export bank statement to Excel from a scan?

Upload JPG/PNG or PDF. Our OCR bank statements to Excel engine returns an editable spreadsheet in seconds.
Developer API

Built for fintech
developers.

Building a lending platform or budget tracker? Integrate our statement parser directly into your app with our REST API.

Webhooks
99.9% Uptime
SDKs available
Read Documentation
js
const formData = new FormData();  

formData.append(
  'page_num',
  1
);  

formData.append(
  'webhook_url',
  'https://your-webhook.example.com/callback'
);  

formData.append(
  'file',
  'https://example.com/path/to/your/file.pdf'
);  

fetch(
  'https://api.bankstmtconverter.com/async',
  {
    method: 'POST',
    headers: {
      'Authorization':
        'Bearer <token>',
    },
    body: formData,
  }
)
  .then(res => res.json())
  .then(data =>
    console.log(data)
  )
  .catch(err =>
    console.error(err)
  );

What Our Happy Customers Say

★★★★★

It just simple, and work. There are tons of products out there offering the same thing, but mostly fail.

Hendry D
Accounting
★★★★★

Smooth and efficient. It really made my job easier. I am thankful to bankstmtconverter for making such a tool.

Yash T
Entrepreneur
★★★★★

I like that they charge based on your usage as compared to try and make you purchase expensive monthly plans.

Muhammad S
Tax Specialist