Bank statement extraction cluster

Convert PDF bank statement to Excel — free online, OCR included

Upload any bank statement PDF — scanned or text — and download a clean .xlsx with dates, descriptions, debits, credits and running balance in the correct column types.

Step 1

Upload your PDF (password-protected files are fine; the password stays in your browser).

Step 2

We auto-detect the bank template and parse every transaction.

Step 3

Download the .xlsx — with dates as dates, amounts as currency, and a running balance column.

About PDFExcel

General PDF-to-Excel tools split the page into cells and hope for the best. Bank statements need bank-aware parsing: multi-line descriptions, split debits/credits, running balance columns that shift position between banks, and closing balance validation. Our converter has templates for 200+ bank formats (HDFC, ICICI, SBI, Axis, Chase, Wells Fargo, HSBC, Barclays, FNB, Emirates NBD and more), OCRs scanned pages, and reconciles opening → closing balance before export.

Try it now — mapping wizard

Upload a small PDF sample and walk through column mapping, validation and preview before downloading — everything runs locally in your browser.

Mapping wizard
Preview, map columns, validate, then download.

All parsing runs in your browser. Nothing is uploaded.

Need a different output format?

Every PDF conversion can also be exported directly to CSV, Excel (.xlsx), QuickBooks (.qbo) or OFX from the upload screen.

Why bookkeepers pick BankToBooks

  • Every transaction validated — dates, amounts, running balance reconciled before export.
  • Zero setup: no templates, no bank IDs, no fees — upload PDF, download Excel.
  • OCR handles scanned inputs when the source is a PDF, not just structured files.
  • Free tier: 3 conversions per day, 200 transactions per file. Paid plans: unlimited.

FAQs

Does this work with scanned PDFs?

Yes — we OCR image-only pages, then reconstruct the transaction table.

What if my bank isn't in your template library?

We fall back to layout-based parsing which handles most unknown formats. Report any misses and we add the template within 24 hours.

Are password-protected PDFs supported?

Yes. Enter the password locally — it's never uploaded or stored.

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3 conversions/day, up to 200 transactions each.

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