StatementConverter

Bank statements into
spreadsheets

Upload a statement, review the extracted account summary and transaction tables side by side with the original document, then export to Excel.

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Extraction Results

Preview Excel Export to Excel
Extraction complete18 blocks · 3 tables · 4 sections · 3 pages

Account Summary

5 records
DateDescriptionAmountBalance
01 Mar 2026Opening balance—$12,480.55
03 Mar 2026Payroll — Northwind Ltd+$4,250.00$16,730.55
07 Mar 2026Card payment — Aurora Cafe−$38.40$16,692.15
11 Mar 2026Transfer to savings−$1,500.00$15,192.15
16 Mar 2026Interest credited+$18.72$15,210.87

Read any statement

Upload a PDF or scan and get every page parsed into labelled blocks.

Structured tables

Transactions, summaries and fees grouped into clean, reviewable tables.

Excel export

Preview the workbook, then export a formatted .xlsx in one click.

Real output

From statement page to clean spreadsheet

The original page stays on the left while every detected table appears on the right — same dates, same amounts, same balances, ready to export.

Bank 6313 09-24.pdf — page 1 of 3PDF

Shore United Bank

18 E. Dover Street, Easton, MD 21601

Statement Date: 09/30/24

Primary Account: XXXXXXX76313

Captain John's Crab House & Marina

PO Box 288, Cobb Island, MD 20625-0288

Business Checking

Account NumberXXXXXXX76313Statement Dates09/03/24 – 09/30/24
Previous Balance102,033.81Days This Period28
31 Deposits/Credits27,020.00Average Ledger94,957.46
16 Checks/Debits58,505.58Average Collected94,957.46
Current Balance70,548.23Service Charge0.00

Deposits/Credits in Date Order

DateDescriptionAmount
9/03MVNT - TN72968 DLY SETTLE CCD TN72968460.00
9/03MVNT - TN72968 DLY SETTLE CCD TN72968940.00
9/03MVNT - TN72968 DLY SETTLE CCD TN729681,200.00
9/04MVNT - TN72968 DLY SETTLE CCD TN729681,420.00
9/05MVNT - TN72968 DLY SETTLE CCD TN72968640.00
Extraction result — Activity in Date OrderXLSX
Extraction complete47 blocks · 11 tables · 9 sections · 3 pages
DateDescriptionDebitsCreditsBalance
9/17MVNT - TN72968 DLY SETTLE CCD TN72968—920.00105,571.51
9/18MVNT - TN72968 DLY SETTLE CCD TN72968—380.00105,951.51
9/18IB Transfer from D *****313 to D *****4251,000.00—104,951.51
9/19MVNT - TN72968 DLY SETTLE CCD TN72968—660.00104,611.51
9/30Closing balance——70,548.23

31

Deposits

16

Debits

70,548.23

Closing balance

45s
Average time for a 10-page statement
1 sheet
Per detected section in the workbook
0
Credits charged for failed pages

How it works

Three steps, no manual retyping

1

Upload your statement

Drop in a PDF or scanned statement. Pages are counted up front so you always know the credit cost.

2

Review page by page

Every extracted table sits next to the original page, so you can zoom, page through and verify each figure.

3

Export to Excel

Preview the workbook, then download a formatted .xlsx with one sheet per section, ready for bookkeeping.

Pricing

Simple monthly plans

Pick a monthly page allowance and convert statements whenever they arrive. No free credits, and unused pages do not roll over.

Starter

For occasional statements

500 pages/month

$12/ month

  • 500 pages per month
  • Excel export
  • Conversion history
Choose Starter
Most popular

Pro

For monthly bookkeeping

1,000 pages/month

$20/ month

  • 1,000 pages per month
  • Excel export
  • Priority processing queue
Choose Pro

Business

For firms and teams

3,000 pages/month

$50/ month

  • 3,000 pages per month
  • Excel export
  • Bulk statement workflow
Choose Business

Frequently asked questions

Which statements can I convert?
Bank, credit card and brokerage statements from most institutions, as digital PDFs or scanned pages. Each page is parsed into labelled blocks, tables and sections.
How accurate is the extraction?
Amounts, dates and balances are read per page and shown side by side with the original document, so you can verify every row before exporting.
How does pricing work?
Plans are monthly and counted per page: Starter $12/month for 500 pages, Pro $20/month for 1,000 pages and Business $50/month for 3,000 pages. There are no free credits and unused pages do not roll over.
Is my financial data safe?
Documents are stored in a private bucket scoped to your account, every record is protected by row-level security, and you can delete any statement and its results from history at any time.

Convert your first statement today

Sign in, upload a PDF and export a formatted workbook in minutes.

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