Pricing Log in Upload Bank Statement
Pricing
Converters
PDF to Excel Turn any PDF into a spreadsheet Invoice to Excel Vendor invoices into line item tables Purchase Order to Excel PO line items into SKU level data Receipt to Excel Receipts into itemized expenses Check to Excel Extract check details and amounts Bank Statement to Excel Transactions into CSV or Excel
Solutions
For Accountants Batch processing for bookkeepers AP & AR Automation Streamline payables and receivables
Resources
Library Browse all guides
Tools
All Tools Browse all calculators Bank Transaction CSV Formatter Fix messy bank transaction exports Business Expense Calculator Estimate deductions and tax savings Home Office Calculator Calculate your home office deduction Mileage Calculator Track and deduct business miles Gig Driver Take-Home Pay Estimate real earnings after expenses
Contact
Log in Get started free
Free · No credit card

Convert Bank Statement PDF to Excel

Upload a PDF bank statement. Get clean Excel or CSV in seconds. No templates, no field mapping, no setup.

  • ✓ Bank statement to Excel, CSV, or QuickBooks (QBO)
  • ✓ Balance validation catches errors automatically
  • ✓ Review & edit every transaction before download
Works with PDF bank statements from:
+ regional banks & credit unions
Bank names shown for compatibility reference only. No affiliation or endorsement.
Free, 10 pages monthly · No credit card · Paid plans from $20/mo · See plans
Upload Bank Statement
PDF, PNG, JPG, TIFF · Max 5 MB · Drag & drop supported
Single or multiple statements · Free account: 10 pages monthly
Takes ~6 seconds Review before download
Encrypted upload · Bank-grade security
document.pdf 1.2 MB · 1 page Click to preview
An error occurred
1 Uploading
2 Extracting
Preparing upload...
Processing...
document.pdf
Encrypted at rest and in transit Bank statements encrypted with industry-standard protocols. Your data is never sold or used for advertising.
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

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, 10 pages monthly. 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 10 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. All bank statement uploads are encrypted in transit and at rest using industry-standard protocols. Only you can access your uploaded statements. Your data is never sold to third parties or used for advertising.
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?
Free accounts include 10 pages every month 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, 10 pages monthly · No credit card required