Bank Statement Converter

Convert your bank statements to Excel (XLS) or CSV

Upload Bank Statement

Drag and drop your files here, or click to browse

Supports files up to 50MB

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Built for Busy Professionals

From accountants to freelancers, our converter is designed with your workflow in mind.

Security

Conversion is Safe

Your financial data is in safe hands. Every conversion is encrypted using advanced SSL technology.

AI Processing

Accurate AI Conversion

Our AI-powered tool transforms PDFs to Excel with exceptional accuracy.

Global banking

Worldwide Banking Compatibility

Convert statements from any bank in the world, ideal for international finance management.

Documents

Batch Conversions

Upload and process multiple bank statements at once to save even more time.

Document scanning

Scanned PDF Support

OCR technology ensures even scanned or image-based statements are converted.

Clean data

No Manual Cleanup Needed

Get structured, clean data instantly, no need to fix broken tables.

Fast processing

Time Savings

Convert in seconds, not hours, designed for busy professionals.

Smart formatting

Smart Formatting

Transactions, balances, and headers are automatically aligned for ready-to-use output.

Who Is ConvertBankStatement For?

Designed for finance professionals, business owners, and freelancers who want speed, accuracy, and simplicity.

For Accountants

Manage multiple clients without drowning in manual data entry. Convert monthly bank statements to Excel in seconds, reduce reconciliation errors, and save hours every week.

For Business Owners

Stay on top of cash flow and financial records. Upload statements from any bank and instantly get clean, structured files you can use for planning and reporting.

For Freelancers

Simplify tax season and client reporting. No more struggling with messy PDFs, get transaction-ready spreadsheets to hand over to your accountant or keep for records.

For Bookkeepers

Handle client data with confidence. Convert statements in bulk, ensure multi-currency support, and deliver clean results without manual cleanup.

Trusted by Finance Professionals

See what our customers say about converting their bank statements

ConvertBankStatement saved me hours every month. I used to manually copy transactions into Excel, now it's done in seconds.
Testimonial Sarah Lopez ConvertBankStatement review
Sarah Lopez
Freelance Accountant
Our firm handles clients across multiple countries. The multi-currency support is a game-changer, no more formatting headaches.
Testimonial James Carter ConvertBankStatement review
James Carter
CFO at BrightBooks
I uploaded scanned PDFs from a client's old bank. It worked flawlessly and gave me clean Excel data ready to reconcile.
Testimonial Anna Schmidt ConvertBankStatement review
Anna Schmidt
Finance Consultant

Why Choose ConvertBankStatement?

See how a specialized converter compares to basic PDF tools.

Accuracy

ConvertBankStatement
Extracts transactions correctly even with complex layouts
Generic PDF Converter
Frequent errors, broken tables

Multi-Currency Support

ConvertBankStatement
Works with USD, EUR, GBP, and more without issues
Generic PDF Converter
Often fails with non-USD formats

Speed

ConvertBankStatement
Excel/CSV ready in seconds, no manual work
Generic PDF Converter
Requires time-consuming cleanup

Scanned PDF Support

ConvertBankStatement
OCR processes scanned or image-based statements
Generic PDF Converter
Usually unreadable

Automation Ready

ConvertBankStatement
Structured files optimized for accounting tools
Generic PDF Converter
Raw, unstructured text

Security

ConvertBankStatement
Encrypted uploads + auto-deletion after processing
Generic PDF Converter
No guarantees on data handling
Handwritten bank statement being converted to clean CSV format

We Also Handle Scanned Bank Statements

We support scanned PDFs, even with handwritten notes. Our system extracts the data and converts it into clean CSV files.

How to convert bank statement to Excel (XLS) or CSV

Step 1

Click the "Choose File" button on our homepage or drag and drop your file into the designated area.

Step 2

Choose the PDF file you need to convert.

Step 3

Download your converted file in CSV or Excel format and make your financial management easier!.

Frequently asked questions

How does ConvertBankStatement process and convert PDF bank statements?

ConvertBankStatement uses advanced AI technologies, including Machine Learning and OCR, to turn PDF bank statements into Excel, CSV, or JSON formats.

Our standout feature is our high accuracy rate when converting bank statements. This high level of precision makes ConvertBankStatement an ideal choice for those who require accuracy for workflow automation.

What kinds of bank statements can be converted?

Our tool can convert any bank statement, no matter the format or layout. We don't use fixed templates, so our tool works with every kind of statement. Our AI technology makes it easy to identify the data you need from any bank statement in the world.

Is my data secure with ConvertBankStatement?

Your data security is our top priority. We assure you that your information is completely safe with ConvertBankStatement.

After conversion, your data is promptly removed from our systems to ensure maximum privacy and security.

What happens to my files after conversion?

Your privacy is our top priority. Every file is encrypted during upload and processing. By default, files are automatically deleted shortly after conversion, but you can also choose to delete them immediately yourself. This gives you full control over your financial data at all times.

What is the file size or page limit for uploads?

ConvertBankStatement supports files up to 50MB, including multi-page PDFs. This covers most monthly or yearly bank statements.

Which file formats can I export to?

You can export statements to Excel (XLSX) or CSV format. Excel provides a structured spreadsheet for analysis, while CSV files are perfect for importing into tools like QuickBooks, Xero, or FreshBooks. Both are optimized for clean, ready-to-use data.

Can I convert scanned PDFs or image-based statements?

Yes. If you only have a scanned or image-based PDF, our system uses OCR to extract the data. As long as the scan is clear, the tool structures transactions into Excel or CSV. Ideal for older or paper-based statements.

Which banks are supported?

ConvertBankStatement works with any bank worldwide. Whether from Bank of America, HSBC, Wells Fargo, Barclays, or smaller regional banks, our system adapts to each layout and ensures accurate extraction.

How accurate is the conversion?

Our system is designed for financial documents, not just generic PDFs. It recognizes tables, balances, and currencies with high accuracy, even with unusual layouts. Most conversions are ready to use without manual cleanup, saving time and reducing errors.

How fast is the conversion process?

Most statements convert in under 30 seconds. Larger or scanned PDFs may take slightly longer. Compared to hours of manual entry, this speed is a major advantage for busy professionals.

Do I need to create an account to use the converter?

Yes. To use ConvertBankStatement, you'll need to create an account. This ensures secure handling of your files and gives you access to all features, including batch conversions and fast processing.

Signing up allows you to manage your conversions more efficiently, making it especially useful for accountants and professionals who work with multiple statements on a regular basis.

How do the different plans work?

ConvertBankStatement offers flexible plans designed for different needs. Whether you only convert a few statements each month or handle hundreds, there's a plan that fits. Each plan comes with a monthly allowance of conversions, so you can pick the one that matches your workflow. And if your needs grow, upgrading is simple; you'll always have the right level of access without paying for more than you need.

Can I use this tool for my clients' bank statements?

Yes. Many accountants, bookkeepers, and consultants rely on ConvertBankStatement for client work. It handles different banks, currencies, and layouts securely, so you can deliver clean Excel-ready data without exposing sensitive client information.

Can I convert international or multi-currency statements?

Yes. The system supports USD, EUR, GBP, and many other currencies, preserving symbols and number formatting. It's perfect for businesses and accountants who manage international accounts and multi-currency reporting.