Bank Statement to Excel
Free bank statement converter — PDF to Excel
Extract account period, balances, and transactions into Excel. Three free samples, then sign in to keep extracting.
How it works
- 1
Upload a statement
Drop a bank statement PDF or image (1 MB / 3 pages while anonymous).
- 2
Extract transactions
Period, balances, and credit/debit rows land in a workbook.
- 3
Download Excel
Use it for bank rec. After three samples, sign in to keep converting.
Sample output
A preview of the structured result Bank Statement to Excel produces — not a live extraction of your file.
Example bank statement extraction — period totals plus transactions.
| Date | Description | Deposit | Withdrawal | Balance |
|---|---|---|---|---|
| 2026-01-02 | Payroll | 2,400.00 | 5,100.00 | |
| 2026-01-05 | Rent | 1,800.00 | 3,300.00 | |
| 2026-01-08 | Card — Cafe | 16.90 | 3,283.10 |
One statement is reconciliation. A year is a parser.
The sample Excel proves transactions land in rows. PerfectParser extracts every monthly PDF and exports CSV for your GL or bank-rec tool.
What is Bank Statement to Excel?
Bank statement to Excel turns a statement PDF into a workbook with header fields (bank, period, opening/closing balance) and a transaction table. PerfectParser allows three lifetime samples, then requires sign-in. New statements use page credits.
Manual work vs. Bank Statement to Excel vs. PerfectParser
Copy-paste or retype
Highlight cells in a PDF, miss a column, and rebuild the table by hand.
This free Bank Statement to Excel
Three samples in the browser. Download Excel and check the mapping before you commit to bulk.
PerfectParser at scale
Save a parser, run a batch, and export Excel or CSV without another sample cap.
Why Use This Tool?
Transactions as rows
Date, description, deposit, withdrawal, running balance — not a screenshot of the PDF.
Period context
Opening and closing balances travel with the lines so recs are easier.
Credit-honest tease
Three samples, then the same bulk_extract credits as the product.
Who Uses This Tool?
Bookkeepers
Load a client’s PDF statement into Excel for bank rec.
CFOs
Sample a new bank’s layout before automating monthly packs.
Lenders
Turn a borrower PDF into a working transaction sheet.
Frequently Asked Questions
Everything you need to know about the Bank Statement to Excel.
How do I convert a bank statement PDF to Excel?
Upload the statement. Download .xlsx with Summary and transaction Details. Three free samples; then sign in.
Which banks are supported?
Any statement that is a readable PDF or image. Layouts vary; the frozen schema targets common fields (period, balances, transactions).
Is there a CSV version?
Yes — Bank Statement to CSV uses the same parser with a CSV default.
Why is this not free unlimited?
Statement extraction costs real parse/extract compute. The tease is three files. Production volume uses credits.
What is a bank statement converter?
A bank statement converter turns a statement PDF (or image) into structured rows — date, description, deposits, withdrawals, running balance — instead of a printout. This page converts to Excel; Bank Statement to CSV is the same parser with a CSV download. It is not a PDF merger or password remover.
Related Resources & Automation Solutions
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Bank Statement to CSV
Extract statement transactions into a CSV file. Three free samples, then sign in to keep extracting.
Extract bank statements in bulk
Extract structured data from PDFs in bulk — invoices, receipts, and financial documents processed automatically. No manual entry.
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