Documents are encrypted in transit and at rest. Files are auto-deleted after processing. No data is shared or used outside your account.

Built for reconciliation & bookkeeping

Stop Cleaning Bank Statements by Hand

Upload one or multiple bank statements, combine them into a single Excel file, verify balances automatically, and flag duplicates before export.

✓ Batch multiple statements into one clean spreadsheet
✓ Built-in balance validation catches errors instantly
✓ Duplicate detection flags double-counted transactions

Review & edit every transaction before export

Compatible with statements from major banks, regional banks, and credit unions:

+ many more

Bank names shown for compatibility reference only. No affiliation or endorsement.

Batch Multiple statements

Validated Balance checks

10 pages free · no signup required · no credit card

See demo

Upload Bank Statements

PDF, PNG, JPG, TIFF • Max 5 MB • Drag & drop supported

Single or multiple statements · Need larger files? Create a free account.

Takes ~6 seconds Review & edit before download

📄

document.pdf 1.2 MB · 1 page Click to preview

An error occurred

Encrypted upload

No signup required

Example output

Date	Description	Type	Amount
01/15/2024	PAYROLL DIRECT DEP	Deposit	+$3,250.00
01/16/2024	AMAZON.COM PURCHASE	Debit	-$47.99
01/17/2024	TRANSFER TO SAVINGS	Transfer	-$500.00

1 Uploading

2 Extracting

Preparing upload...

Processing...

Batch processing included free

Upload multiple statements · Merge into one file · Balance validation on every section

Create free account See pricing →

Want to process multiple statements?

Create a free account to batch upload and process all your bank statements at once.

Create account

Watch: PDF bank statement → clean Excel in seconds

Upload, extract, download. No manual data entry.

Under 90 seconds • See the full workflow from upload to export Upload a bank statement

If any of this sounds familiar...

These are the problems bookkeepers and finance teams deal with every week.

⌨️

"I just spent 2 hours retyping 200 transactions from a PDF because the bank doesn't export CSV."

Upload the PDF, get every transaction in a spreadsheet in seconds. Dates, descriptions, amounts, running balances — extracted automatically.

🔍

"Reconciliation is off by $12.47 and I've been staring at two screens for 45 minutes trying to find it."

Built-in balance validation catches mismatches instantly. Beginning balance + transactions = ending balance is verified for every statement. If something's off, you'll see exactly where.

📑

"My client sent 12 months of statements in one PDF and my current tool either chokes or duplicates everything."

Multi-account and multi-period statements are split automatically. Each account gets its own section with correct balances. No duplicates, no phantom transactions.

📸

"Half my clients send me photos of their statements or ancient scanned PDFs that nothing can read."

Scanned and photographed statements work. OCR reads the document first, then extracts structured transaction data — even from low-quality scans.

😤

"I tried another converter and half the amounts ended up in the wrong column. Deposits showed as withdrawals."

Debit/credit sign validation catches these automatically. Transactions are classified using description analysis and verified against statement totals before you ever see them.

Upload a statement and see for yourself.

10 pages free · No signup required · No credit card

Get your bank transactions into Excel instantly

No more retyping lines from a PDF. SendItSheets turns statements into ready-to-filter spreadsheets.

All transaction types supported

Deposits, withdrawals, ACH, fees, interest, checks—everything on your statement becomes structured data.

Works across banks

Bank of America, Chase, Wells Fargo, credit unions, brokerages, and international banks.

Multi-page statements handled correctly

We identify page breaks and merge everything into one continuous transaction list.

Scanned PDFs supported

OCR processes photos or scanned statements before extracting transactions.

Ideal for reconciliation

Download Excel/CSV and compare your transactions to QuickBooks, Xero, or internal records.

Perfect for audits & reporting

Filter by amount, vendor, date, or keyword to build clean financial reports.

Chase Bank of America Wells Fargo Citi Capital One Credit Unions + more

How to convert a PDF bank statement to Excel

A simple workflow designed for bookkeepers, controllers, and analysts.

Upload your bank statement

PDF, scanned images, or downloaded e-statements are all supported. Just drag and drop or click to upload.

SendItSheets extracts transactions

Dates, descriptions, amounts, balances, running totals—everything becomes structured rows in seconds.

Download Excel or CSV

Use it for reconciliation, audits, reporting, budgeting, or import directly into your accounting software.

Handles complex statement formats

Multi-line descriptions, mixed pending & cleared transactions, two-column layouts—all normalized into a clean grid automatically.

Common workflows:

Monthly reconciliation
Audit preparation
Import into QuickBooks/Xero
Cash flow analysis

Bank Statement to Excel: Common Questions

Everything people ask before converting their first statement.

Does this work with my bank's PDF format?

Yes. SendItSheets works across nearly all banks—including inconsistent layouts, complex grids, and multi-column formats.

What about scanned statements?

Scanned or photographed PDFs are processed through OCR first, then converted to structured Excel rows.

Does it capture balances?

Yes—beginning balances, ending balances, running balances, and transaction amounts.

Can you split deposits vs withdrawals?

Yes. Deposits and withdrawals are extracted with proper sign conventions, making it easy to filter and analyze cash flow.

Does it handle two-column layouts?

Yes. We handle a variety of statement formats including two-column layouts where deposits and withdrawals appear in separate columns.

Can I download CSV instead of Excel?

Yes, every extraction can be downloaded in XLSX or CSV format.

Do you keep my files?

Files are encrypted in transit and at rest, then auto-deleted after processing. No data is shared or used outside your account.

Is there a free tier?

Yes – 10 pages free per month, no credit card required. Paid plans unlock higher limits and larger batches.

Stop typing transactions into Excel manually

Upload your next PDF statement and get a clean spreadsheet you can reconcile immediately.

Convert my bank statements