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Built for reconciliation & bookkeeping

Bank Statement to Excel Converter – extract transactions automatically

Turn PDF bank statements into clean Excel or CSV transaction lists. Extract dates, descriptions, withdrawals, deposits, and running balances without typing anything manually.

  • ✓ Supports all major banks and statement layouts
  • ✓ Perfect for reconciliation & month-end close
  • ✓ Scanned statements & images supported
Convert my statements free
Checking Account · Statement Last 30 days · 52 transactions
01/08
Payroll Deposit
$+2,800.00
$6,420.14
01/10
Amazon Marketplace
$-82.49
$6,337.65
01/11
Starbucks
$-8.15
$6,329.50
Date
Description
Amount
Balance
01/08
Payroll Deposit
+2,800.00
6,420.14
01/10
Amazon Marketplace
-82.49
6,337.65
01/11
Starbucks
-8.15
6,329.50

Get your bank transactions into Excel instantly

No more retyping lines from a PDF. SendItSheets turns statements into ready-to-filter spreadsheets.

All transaction types supported

Deposits, withdrawals, ACH, fees, interest, checks—everything on your statement becomes structured data.

Works across banks

Bank of America, Chase, Wells Fargo, credit unions, brokerages, and international banks.

Multi-page statements handled correctly

We identify page breaks and merge everything into one continuous transaction list.

Scanned PDFs supported

OCR processes photos or scanned statements before extracting transactions.

Ideal for reconciliation

Download Excel/CSV and compare your transactions to QuickBooks, Xero, or internal records.

Perfect for audits & reporting

Filter by amount, vendor, date, or keyword to build clean financial reports.

How to convert a PDF bank statement to Excel

A simple workflow designed for bookkeepers, controllers, and analysts.

1. Upload your bank statement

PDF, scanned images, or downloaded e-statements are all supported.

2. SendItSheets extracts transactions

Dates, descriptions, amounts, balances, running totals—everything becomes structured rows.

3. Download Excel or CSV

Use it for reconciliation, audits, reporting, budgeting, or import into accounting software.

Great for cleaning messy statements

Many banks embed multi-line descriptions or mix pending & cleared transactions. SendItSheets normalizes them into a clean grid.

Common workflows:

  • Monthly reconciliation
  • Audit preparation
  • Import into QuickBooks/Xero
  • Cash flow analysis

Bank Statement to Excel: Common Questions

Everything people ask before converting their first statement.

Does this work with my bank’s PDF format?
Yes. SendItSheets works across nearly all banks—including inconsistent layouts, complex grids, and multi-column formats.
What about scanned statements?
Scanned or photographed PDFs are processed through OCR first, then converted to structured Excel rows.
Does it capture balances?
Yes—beginning balances, ending balances, running balances, and transaction amounts.
Can I download CSV instead of Excel?
Yes, every extraction can be downloaded in XLSX or CSV format.
Is this secure?
Documents are encrypted in transit and at rest. No data is shared or used outside your account.

Stop typing transactions into Excel manually

Upload your next PDF statement and get a clean spreadsheet you can reconcile immediately.

Convert my bank statements