How to convert bank statements to Excel
First check whether your bank offers a CSV or Excel transaction download for the period you need. That avoids PDF extraction. If only a PDF is available, upload it here, inspect every extracted row, compare the balance check with the statement, and export your reviewed workbook.
5 trial pages; $9 for 50 pages or $19/month for 200 pages. Tax may apply.
Compare page packs and monthly planConvert your statements
Try 5 pages once per verified account. No card needed. Upload digital or scanned PDFs and review the charge before processing.
Sign in to convertSee the input and the result
This synthetic example contains no real customer information. Opening balance $1,000 + credits $500 − debits $175.25 = closing balance $1,324.75.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-08-02 | Client payment 00042 | 500.00 | 1500.00 | |
| 2026-08-08 | Office supplies | 125.25 | 1374.75 | |
| 2026-08-20 | Service fee | 50.00 | 1324.75 |
Balanced means arithmetic agreement, not guaranteed accuracy. Review source rows before using an export.
Privacy: source uploads are deleted before extraction; abandoned uploads normally clear within 48 hours. Anthropic processes the document under its API retention policy. Results remain only in your open browser.
Quality method, 29 September 2026: we compared every expected row, date and amount in synthetic digital and scanned statements, including reversed order, missing balances, duplicates and incorrect totals. A 20-page, 20 MB example with 800 transactions also matched. These examples do not establish accuracy for every bank layout; always review your own statement. No accuracy percentage is claimed.
Make the next statement easier to review
Convert batches to editable Excel and CSV with source-page references and balance checks.
5 trial pages once per verified account. No card required.
Prices exclude sales tax or VAT, which is added at checkout where it applies.
How it works
- Look for your bank's native transaction export before using PDF conversion.
- If necessary, download the complete PDF with all statement pages.
- Convert and review dates, debits, credits and opening and closing balances.
- Download Excel and preserve the original statement for your records.
Questions
- Should I use my bank's CSV download instead?
- Usually, when it contains the period and fields you need. A native export avoids OCR and extraction errors. PDF conversion is useful for historical PDFs or statements supplied by clients.
- What can I upload?
- English digital or scanned PDF checking/current and savings statements, one account and currency per file. Each PDF can contain up to 20 pages and be up to 20 MB. Credit-card statements and encrypted PDFs are not supported.
- What does a page cost?
- Every submitted PDF page counts, including covers. Try 5 pages once per verified account. Buy 50 pages for $9 or subscribe for 200 pages per month at $19. Taxes may apply. Monthly pages expire at the end of their billing period; purchased pages do not expire.
- Are my documents saved?
- We delete the private source upload before sending its in-memory contents to Anthropic for extraction. Reviewed rows stay in your open browser only. Download before leaving. Abandoned uploads are removed by daily cleanup, normally within 48 hours. Anthropic has its own retention policy.
- Does balanced mean the extraction is perfect?
- No. Balanced means the available amounts reconcile arithmetically. Missing balances, uncertain values and possible duplicate rows are flagged. Always compare the extracted rows against your original statement before using them.