Financial statement extractor

Extract bank, credit card, brokerage, and invoice PDFs into clean Excel-ready tables.

What are you converting?

For checking, savings, current, and business accounts. You do not need to pick your bank.

Choose bank statementsor drop them here

PDF, XLSX, or CSV. Digital and scanned statements both work.

Merged sheet

A sheet per file

Summary sheet

Sort by date

About Financial statement extractor

Bank Statement Converter pulls transactions out of PDF and spreadsheet statements into a grid you can check line by line before exporting.

Runs entirely in your browser. Your files never leave your device.

1.Add the statements you are entitled to have, and note the bank, the period, the format, and whether they are password-protected.
2.Go through the extracted rows: map the ambiguous columns, fix dates and amounts, and check the opening and closing balances.
3.Export the reviewed table and reconcile the row count and the totals against every original statement.

Bank-specific templates and a general parser between them cover most statement layouts.
Column mapping and inline editing let you fix the date, description, debit, credit, balance, and reference fields.

An extraction error changes what the numbers mean. Signs, wrapped descriptions, OCR digits, and multi-line rows are where it goes wrong.
This is a convenience for review. It is not the bank's record, and it is not reconciliation.

Why are debits and credits the wrong way round?

The statement may use signed amounts, separate columns, or its own labels. Fix the mapping and check the balances before exporting.

Can it open a password-protected statement?

Yes, if you supply the password. It does not recover one you do not have.

How to use it

1.Add the statements you are entitled to have, and note the bank, the period, the format, and whether they are password-protected.

2.Go through the extracted rows: map the ambiguous columns, fix dates and amounts, and check the opening and closing balances.

3.Export the reviewed table and reconcile the row count and the totals against every original statement.