How to Convert Bank Statements to Excel

Conversion workflow

• Upload your bank statement PDF from the dashboard.
• The extraction engine detects whether the PDF is text-based or scanned.
• Text PDFs use direct table and layout extraction. Scanned PDFs use OCR and table-structure detection.
• Download an Excel workbook that mirrors the statement: the bank's own column headers, one row per transaction, plus a Full_Text sheet carrying every line of the PDF.

What to check in the output

Always verify dates, debit and credit amounts, running balances, and any rows with merged descriptions before using the file for accounting or audit work.