PDF to Excel — free bank statement converter
Upload any bank statement PDF and download a clean .xlsx workbook — dates as dates, amounts as currency, running balance reconciled, multi-page statements merged.
200+ bank templates worldwide — multi-line descriptions collapsed, split debit/credit handled correctly.
Image-only pages are OCRed and reconstructed into a proper transaction table.
Running balance is computed from the opening balance and reconciled against the printed closing balance; mismatches are flagged.
Why bookkeepers pick Convert Bank Statements
- Free tier — 5/day (15 with a free account), up to 200 transactions/file, no signup.
- Password-protected PDFs work — password stays in your browser.
- Export to Excel, CSV, QBO, OFX, Tally XML, Zoho Books-ready CSV.
- 200+ bank templates for India, US, UK, UAE, ZA, AU and more.
How to convert a PDF bank statement to Excel
No install, no macros — three steps in the browser.
- Step 1
Upload your statement
Drag in the PDF, image or CSV your bank issued. Password-protected files are accepted — enter the password once and it is never stored.
- Step 2
Review the parsed table
The bank template is detected automatically, the transaction table is rebuilt, and the running balance is reconciled line by line. Fix any column mapping in the preview.
- Step 3
Download your format
Export to Excel, CSV, QuickBooks .qbo, OFX, QIF, Tally XML, Zoho Books or Xero. The file imports without further clean-up.
Frequently asked questions
Does this work with scanned PDFs?
Yes — we OCR image-only pages and reconstruct the transaction table.
Are password-protected PDFs supported?
Yes — the password stays in your browser and is never uploaded or stored.
Which banks are supported?
200+ templates worldwide including HDFC, ICICI, SBI, Axis, Chase, Wells Fargo, HSBC, Barclays, FNB, Emirates NBD and more.
Is there a free tier?
Yes — 5 conversions per day (15 with a free account), up to 200 transactions per file. No signup required.
Is the converter free?
Yes — 15 conversions a day are free for a signed-in account and 5 a day without signing in. Credit packs cover higher volumes.
How accurate is the conversion?
98.7% line accuracy on our public benchmark. Every statement is checked by reconciling the running balance against the opening and closing balance, so drift is flagged rather than silently exported.
What happens to my file?
Files are processed in isolated per-session storage, encrypted in transit, and deleted within 24 hours. They are never used to train external models.
What is a bank statement?
A bank statement is a periodic document issued by your bank listing every transaction on an account for a period — usually one month. It shows the opening balance, each debit and credit with a date and description, and the closing balance. Banks issue it as a PDF, a printed copy, or a downloadable CSV/OFX file.
How do I get a bank statement?
Sign in to your bank's internet banking or mobile app, open the account, choose Statements (sometimes 'e-statements' or 'Documents'), pick a date range, and download the PDF. Most banks keep 12–24 months online; older periods are requested from a branch or support. You can upload the downloaded PDF here directly — no need for the CSV version.
How long should I keep bank statements?
As a rule of thumb keep them seven years if they support a tax return, three years for general business records, and at least one year for personal budgeting. Digital copies count in most jurisdictions, so converting statements to Excel or CSV is a valid way to archive them in a searchable form.
What is OCR and when is it needed?
OCR (optical character recognition) converts an image of text into machine-readable characters. A bank statement needs OCR when it is a scan or photo rather than a digitally generated PDF — the page has no embedded text layer, so the transaction table has to be recognised visually before it can be converted.
Can I convert a credit card statement too?
Yes. Credit card statements from the same issuers are supported alongside current and savings accounts, including the statement-period summary, interest and fee lines, and foreign-currency transactions with their conversion rate.
How do I convert a PDF to CSV?
Upload the PDF, let the parser detect the bank template and rebuild the transaction table, review the preview, then download CSV. Unlike a generic PDF-to-CSV tool, a bank-aware converter reconciles the running balance so a mis-read amount is caught before you export.