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 I download CSV instead of Excel?

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

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

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.

Built for reconciliation & bookkeeping

Stop Cleaning Bank Statements by Hand

Upload PDF bank statements. Get clean Excel in seconds. No templates, no field mapping, no setup. Just drop a statement and the extraction begins.

✓ No templates or field mapping required
✓ Built-in balance validation catches errors instantly
✓ Duplicate detection flags double-counted transactions
✓ Batch multiple statements into one clean spreadsheet

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

Free, 10 pages monthly · No credit card · Paid plans from $20/mo · See all plans

See how it works

Upload Bank Statements

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

Single or multiple statements. Free account starts you with 10 pages monthly.

Takes ~6 seconds Review & edit before download

document.pdf 1.2 MB · 1 page Click to preview

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Encrypted upload

Free account · 10 pages monthly

Example output

Real example: 51 transactions extracted from 3 bank statements showing date, description, type, and amount columns

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

Pricing is straightforward: Each PDF page you process counts as one page. Most bank statements are 2-5 pages. Free account includes 10 pages every month, no credit card required. Pricing scales linearly with usage above the free tier. See all plans.

If any of this sounds familiar...

These are the moments bookkeepers waste hours on. Each one has an automatic fix.

"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.

"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.

No templates. No field mapping. No setup.

Most bank statement extraction tools want you to configure document templates and field mappings before they work. SendItSheets handles bank statement formats automatically. The moment you drop a PDF, extraction starts.

Drop a PDF, see the extraction No template selection, no field mapping wizard, no integration setup
Works on most US bank formats automatically Major banks, regional banks, and credit unions in the same workflow
Handles scanned and photographed statements OCR reads the document first, then structured extraction takes over
Multiple statements at once Drop 1 or 50 statements, batch processing splits them automatically

The SendItSheets upload screen: drag and drop multiple bank statement PDFs to start extraction. No template configuration required.

Validation that catches what other tools miss

Every extraction is automatically validated for balance reconciliation, transaction completeness, and duplicate detection. If something's off, you see exactly where, before you import to QuickBooks.

Processing Complete dialog showing 2 bank statements extracted successfully with 31 transactions. Balance verified, all 6 validation checks passed.

All checks passed

Balance verified, no issues

Beginning balance + transactions = ending balance, automatically reconciled. Open and close balances cross-check against each statement before download.

Processing Complete dialog showing a warning: 1 potential duplicate pair found in row 10 and 11 of the Meridian statement. Balance Reconciliation, Data Completeness, and Duplicate Check panels visible.

Issue caught

Duplicate detected, review recommended

Potential duplicate transactions are flagged with row references so you can review and resolve before exporting. No silent errors making it into your bookkeeping.

Duplicates flagged in context, not in a separate report

When the validator finds potential duplicates, the affected rows are highlighted directly in the transaction view. You decide whether to keep, edit, or remove. The tool doesn't silently delete anything.

Per-statement view showing Premier Business Bank account ****9571 with 20 transactions. Two duplicate Delta Airlines refund transactions are highlighted on 02/14/2025 with the 2 potential duplicates warning visible.

Each statement gets its own panel with a balance verification badge, period dates, and inline duplicate warnings. Duplicates show up where the data is, not buried in a separate validation report.

Ready to try it on your own statement?

Free, 10 pages monthly. No credit card. Paid plans from $20/mo if you need more.

Upload bank statement

How to convert PDF bank statements to Excel

Three steps from PDF to clean Excel. No templates, no integrations, no configuration.

Upload your PDFs

Drop one statement or fifty into the upload area. SendItSheets accepts PDFs, scanned images, and phone photos in the same batch.

The tool starts processing immediately. There is no document type to choose, no template to configure.

Step 1: The Document Processing screen showing two bank statement PDFs ready to process. The Welcome banner explains files will be extracted into an editable spreadsheet.

Review the extraction

Every transaction extracted: date, description, type, amount, with balance validation already complete. Edit anything that needs correction before export.

Multi-account and multi-period statements are split automatically with separate balance checks for each section.

Export to your accounting workflow

Download as Excel (multiple layouts), CSV (flat or summary+transactions), QBO for QuickBooks Online, JSON for developers, or copy directly to clipboard for Google Sheets paste.

Every export includes the validated balance reconciliation so reviewers downstream can confirm the data is clean.

Step 3: Export options modal showing Excel layouts (Summary + Transactions, Separate Sheets, Flat Table, Transactions Only), CSV (Flat Table), JSON, Copy to Clipboard, and ZIP package options.

How SendItSheets compares to typical PDF converters

Generic PDF converters extract text. Bank statement extraction tools should do more.

Capability	Typical PDF converters	SendItSheets
Bank statement format handling	Text extraction only, manual cleanup required	Structured extraction with date, description, type, and amount columns
Balance reconciliation	Not checked, errors carried into your books	Beginning + transactions = ending balance, verified automatically
Duplicate detection	Silent, duplicates land in your bookkeeping	Flagged with row references, you decide how to resolve
Debit/credit sign validation	Easy to get wrong, deposits showing as withdrawals	Classified using description analysis and verified against totals
Batch processing	One file at a time	Multiple statements processed in one batch session
Multi-account statements	Accounts merged together, requires manual splitting	Each account gets its own section with separate balance checks. Methods compared →
QuickBooks import	Manual CSV cleanup, format errors, no balance verification before import	Native QBO export with balance validation already complete. Step-by-step guide →
Scanned and photographed statements	Often not supported, requires separate OCR	OCR built in, scanned and photo statements work the same way
Review before export	Output is fixed, errors found after the fact	Edit any cell, see validation update in real time
Setup required	Templates, field mapping, integration configuration	Drop a PDF, extraction starts immediately

Built for these workflows

SendItSheets fits specific workflows particularly well. Knowing whether your situation is one of them saves you time evaluating tools.

Tool evaluation

You need to verify a bank statement extraction tool actually works on your client's specific bank before committing to a subscription.

One-time cleanup projects

You're processing a backlog of statements (year-end catch-up, new client onboarding, software migration) without committing to ongoing tooling.

Multi-client batch work

You handle multiple clients' statements in one session and don't want a per-client subscription. One account processes everyone.

CSV-driven workflows

You need clean structured data for QuickBooks import, accountant handoffs, or spreadsheet analysis, not deep ongoing automation.

Bank Statement to Excel: Common Questions

Do I need to configure templates or field mappings?

No. SendItSheets handles bank statement formats automatically. Drop a PDF and extraction starts immediately. There is no document type to select, no field mapping wizard, no template setup.

How accurate is the extraction?

Accuracy depends on the source document quality. Clean machine-generated PDFs from major banks extract with very high accuracy. Scanned and photographed statements use OCR first and may need light review. Every extraction shows a confidence indicator and is validated against the statement's stated balances. You can review and edit every transaction before downloading.

What happens if the balance doesn't reconcile?

The validation panel flags the discrepancy with the specific section and amount difference. You can investigate the affected rows directly in the extracted view, edit if needed, and re-validate before export. The tool will not silently produce mismatched output.

Can I edit data before downloading?

Yes. Every transaction is editable in the review view. Click any cell to edit date, description, type, or amount. Changes update the validation in real time so you see immediately if your edits affect the reconciliation.

Does it work with my bank's PDF format?

SendItSheets supports PDFs from major US banks (Chase, Bank of America, Wells Fargo, Citi, Capital One, U.S. Bank, PNC, TD, and many regional banks and credit unions). The compatibility list shown above is reference only. The actual extractor processes the PDF structure, not specific bank templates. If your bank's format produces issues, your free 10 pages let you test before committing.

Do you have a dedicated Chase Bank statement converter?

Yes. Our Chase Bank statement to CSV guide covers Chase-specific details including how we handle Chase's year-stripped transaction dates (Chase shows "03/15" without the year because each statement covers one billing cycle), multi-account combined PDFs, and credit card formats for Sapphire Preferred, Sapphire Reserve, Freedom, Freedom Unlimited, and Ink Business cards.

Do you have a dedicated Bank of America statement converter?

Yes. Our Bank of America statement to CSV guide covers BoA-specific details including the two-column debit/credit layout (Withdrawals and Deposits as separate columns instead of a single signed Amount), the Daily Balance Summary table that needs to be excluded from transaction extraction, embedded check images, and the 3,000-transaction download cap that affects active business accounts.

Are scanned or photographed statements supported?

Yes. Scanned PDFs and phone photos work. The extractor runs OCR first to read the document, then applies structured extraction to identify transactions. Quality of the source image affects accuracy. Clean scans extract better than crumpled photos, but both are supported in the same workflow.

Is the data secure?

All uploads are transmitted and stored using encryption. Files are automatically deleted after 24 hours. Your data is never sold, used for advertising, or used to train models. Only you can access your uploaded statements.

What format does the export use for QuickBooks import?

SendItSheets exports CSV, Excel (.xlsx), and QBO formats. CSV imports into QuickBooks Online via the standard import flow. QBO format imports as bank-feed-style transactions for direct posting. You handle categorization in QuickBooks using your standard chart of accounts. For the full step-by-step workflow comparing all four ways to get bank statements into QuickBooks (bank feeds, manual CSV, QBO files, and dedicated tools), see our guide on importing PDF bank statements into QuickBooks.

Bank-Specific Conversion Guides

Step-by-step instructions for converting statements from your specific bank.

How to Split a Chase Combined Bank Statement into Separate Excel Files

Chase combined statements bundle multiple accounts into one PDF that breaks generic converters. Here's how to split them into clean per-account Excel files for QuickBooks, Xero, or reconciliation without 30 minutes of manual cleanup.

5 min read by SendItSheets Team Read guide

Working on receipts too?

SendItSheets handles receipt extraction to Excel with the same workflow as bank statements. Bookkeepers running cleanup projects often need both. See the bookkeeping cleanup workflow for processing receipt piles during catch-up engagements.

Try it with your own bank statement

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

Upload bank statement now

Free account, 10 pages monthly, no credit card required. Or create an account first to save your conversion history.