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Convert Bank Statement PDF to Excel

Get a clean Excel or CSV with every transaction, and we check the balance so a missing row never quietly reaches your books. Seconds, no templates, no setup.

  • ✓ We check the math: balances verified, any missing or misread row flagged before you download
  • ✓ Every transaction with date, description, debit, credit, and running balance
  • ✓ Multi-account statements split automatically. Your results stay in your account, delete anytime.
Every total reconciled before you download. Off-by-a-cent errors get flagged — not silently exported into your books.
One statement or a year of them. Multiple accounts, processed in a single pass.
Works with PDF bank statements from:
+ regional banks & credit unions
Bank names shown for compatibility reference only. No affiliation or endorsement.
Free 14-day trial · 30 pages · no credit card · Paid plans from $20/mo · See plans
What you get:
DateDescriptionAmountBalance
03/03Square Inc Deposit+1,284.509,704.65
03/04Sysco Foods ACH−642.189,062.47
03/05Costco Wholesale−318.748,743.73
+ 14 more rows · Excel, CSV, or QuickBooks
Upload Bank Statement
PDF, PNG, JPG, TIFF · Max 10 MB · Drag & drop supported
Single or multiple statements · Free 14-day trial, 30 pages, no credit card
Takes ~6 seconds Review before download
Encrypted upload · Bank-grade security
or see it live first
Not ready to upload your own? Run our sample. Preview the sample PDF
Runs a real extraction on a sample statement. No upload, no signup.
document.pdf 1.2 MB · 1 page Click to preview
An error occurred
1 Uploading
2 Extracting
Preparing upload...
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document.pdf
See it in action

Here's exactly what happens to your statement

Upload → extract → validate → download. Every step, automatically.

📄 chase-march-2025.pdf Extracting
Uploading... 0%
DateDescriptionAmountBalance
03/03Square Inc Deposit+1,284.509,704.65
03/04Sysco Foods ACH−642.189,062.47
03/05Costco Wholesale−318.748,743.73
03/06Square Inc Deposit+1,512.3010,256.03
03/08Check #1042−850.009,406.03
03/10PG&E ACH−214.569,191.47
03/15Payroll – Gusto−2,140.007,051.47
Balance Reconciliation
Opening balance$8,420.33
+ Deposits$0.00
− Withdrawals$0.00
Closing balance$0.00
Extraction Quality
17 transactions extracted
98.4%
Balance check
✓
1 transaction flagged for review
Choose your format
Preview
DateDescriptionAmountBalance
03/03Square Deposit1284.509704.65
03/04Sysco Foods ACH-642.189062.47
03/05Costco Wholesale-318.748743.73
… 14 more rows

Behind on your books — or cleaning up a client's year?

This is what it's built for. An afternoon of manual keying becomes a few seconds.

No account · Free to start · No credit card needed
Encrypted at rest and in transit Bank statements encrypted in transit and at rest, and private to your account. Delete any file whenever you want.
Balance validation built in Beginning + transactions = ending balance, verified before you download.
Excel, CSV, or QBO Download in the format your accounting workflow needs. No conversion needed.

Bank statement extraction with validation built in

Most PDF converters only extract text. SendItSheets extracts bank transactions and checks the numbers — so errors are caught before they hit your books.

Balance reconciliation

Beginning balance plus extracted transactions equals ending balance — verified automatically before you download. Off-by-a-cent errors get flagged, not silently exported.

Duplicate detection

Messy PDF extractions can produce double-counted rows. SendItSheets flags duplicate transactions with row references so you can review before exporting — not after a reconciliation goes sideways.

Missing-data checks

Missing dates, descriptions, amounts, or balances are highlighted before export. You see exactly which rows need attention, with no surprises when the file lands in QuickBooks.

Bank statement extraction complete: 2 statements, 31 transactions, balance verified, all 6 validation checks passed.
All checks passed Balance verified, no issues
Bank statement extraction: 1 potential duplicate pair flagged in rows 10 and 11. Validation panels visible for balance, completeness, and duplicates.
Issue caught Duplicate transaction flagged
Verify every number

See exactly where every number came from

Don't take the AI's word for it. Click any transaction and the exact line is highlighted on your original statement — confirm the source before it ever reaches your books.

  • Every row traces back to the source PDF — full audit trail
  • A confidence score on every file tells you what to double-check
  • Edit any cell, then confirm each file as reviewed
transaction → source
Extracted data
03/04 · Sysco Foods ACH−642.18
03/05 · Costco Wholesale ◎ Locate
03/06 · Square Deposit+1,512.30
03/08 · Check #1042−850.00
📄 chase-march-2025.pdf
03/05  COSTCO WHOLESALE  −318.74

How to convert a bank statement PDF to Excel

Three steps. No templates. No field mapping. No integration setup.

1

Upload your PDF

Drop one or many bank statement PDFs into the upload area. Scanned and photographed statements work too — OCR runs automatically.

2

Review the extraction

Every transaction extracted with date, description, type, and amount. Balance validation already complete. Edit any cell that needs correction.

3

Download in your format

Export to Excel, CSV, or QBO for QuickBooks. Validation results travel with the file so reviewers downstream can confirm clean data.

Ready to convert your bank statement?

Free 14-day trial, 30 pages. No credit card. See the extraction in seconds.

Upload bank statement

Bank statement converter: common questions

Does the bank statement converter work with my bank?
Yes. SendItSheets handles PDF bank statements from Chase, Bank of America, Wells Fargo, Citi, Capital One, U.S. Bank, PNC, TD Bank, and most regional banks and credit unions. The extractor processes the PDF structure, not specific bank templates, so unusual formats also work. Use your free trial pages to test before committing.
How accurate is the extraction?
Clean machine-generated PDFs from major banks extract with very high accuracy. Scanned and photographed bank statements use OCR first and may need light review. Every extraction is validated against the statement's stated balances, and you can edit any transaction before download.
Is uploading a bank statement secure?
Yes. Your bank statements are encrypted in transit and at rest, and they stay private to your account. Only you can see them, and you can delete any file whenever you want.
Can I download CSV or QuickBooks format instead of Excel?
Yes. Every bank statement extraction can be downloaded as Excel (.xlsx), CSV (flat or summary+transactions), or QBO for direct QuickBooks Online import. Choose the format your accounting workflow needs.
What does it cost?
A 14-day free trial includes 30 pages with no credit card required. Paid plans start at $20/month for higher volume. Each PDF page processed counts as one page. Most bank statements are 2-5 pages. See all plans.

Try it with your own bank statement

Drop a real PDF. See the extraction in seconds. Decide afterward.

Upload bank statement now
Free 14-day trial · 30 pages · no credit card required