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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
For Accountants Batch processing for bookkeepers AP & AR Automation Streamline payables and receivables
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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
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Built for reconciliation & bookkeeping

Bank Statement to Excel in Seconds - Extract Transactions Automatically

Turn PDF bank statements into clean Excel or CSV transaction tables. Extract dates, descriptions, withdrawals, deposits, and running balances automatically.

  • ✓ Supports all major banks and statement layouts
  • ✓ Perfect for reconciliation & month-end close
  • ✓ Scanned statements & images supported
Trusted by bookkeepers & finance teams
Compatible with statements from major banks, regional banks, and credit unions:
Chase Bank of America Wells Fargo Citi Capital One U.S. Bank PNC TD Bank + many more
Bank names shown for compatibility reference only. No affiliation or endorsement.
~6 sec Avg. processing
100+ Transactions/page
10 pages free · no credit card required
See demo
Upload Your Bank Statement
or drag and drop here
PDF, PNG, JPG, TIFF • Max 5 MB
Most statements fit · Need larger files? Create a free account.
Takes ~6 seconds Review & edit before download
📄
document.pdf 1.2 MB · 1 page
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
Processing...
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📄 document.pdf

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

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.

1

Upload your bank statement

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

2

SendItSheets extracts transactions

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

3

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