Cookies

We use cookies to ensure you get the best experience.

By clicking 'Accept', you agree to our use of cookies.

Login with Email

How to Automate statement processing: Complete Guide

•5 min read

Want to automate statement processing?

This guide shows you exactly how to do it using your bank statement data.

Why This Matters

Understanding how to automate statement processing is essential for effective financial management and decision-making.

Step-by-Step Process

  1. Gather your bank statements
  2. Convert to Excel format
  3. Organize and analyze data
  4. Generate insights

Get Started

Start with our free converter to extract your bank data. Try it now!

Ready to Convert Your Bank Statement?

Try our converter now — your first conversion is completely free!

Convert Now →
0.0M+
Conversions
0+
Banks Supported
0+
Countries
0K+
Happy Users
4.9/5 (2,847 reviews)
10,000+ happy users
Growing fast!

Try Our Converter

Upload your PDF and get Excel in seconds

Seconds, not hours

Drop your bank statement below

Trusted by 10,000+ users

Join thousands of professionals who save hours every month.

«Finally! Something that actually works with Chase and Bank of America statements. I've tried 4 other tools — they all failed on multi-page PDFs. This one nails it every time.»
James Rodriguez
Freelance Bookkeeper
«The accuracy is insane. After testing with 20 different bank formats, every single transaction matched perfectly. Even caught a bank error I missed!»
Michael Thompson
Tax Preparer
«As a bootstrapped founder, every hour counts. This tool lets me handle all bookkeeping myself instead of paying $500/month for an accountant. Game changer.»
Thomas Wright
Startup Founder
«Grant reporting requires detailed transaction records. What used to take our team a full day now takes 20 minutes. Donors love the transparency.»
Lisa Anderson
Nonprofit Director
«My accountant used to charge me $150/month just to organize my statements. Now I do it myself in 5 minutes. Paid for itself in the first week.»
Emily Chen
Small Business Owner
«Needed to reconcile PayPal and Stripe statements for an audit. Exported everything to CSV in under 10 minutes. The auditor was impressed.»
David Park
E-commerce Seller
«Our finance team processes statements from 15 different banks. This tool handles every single format perfectly. Cut our monthly reconciliation time by 80%.»
Rachel Kim
Financial Analyst
«I process 50+ client statements monthly. Before this tool, I spent 2 hours per statement. Now it takes 30 seconds. Literally saved my tax season.»
Sarah Mitchell
CPA at Mitchell & Associates
«12 rental properties = 12 bank accounts = nightmare during tax time. Now I convert everything to one Excel file. 4 hours of work → 15 minutes.»
Amanda Foster
Property Manager
Risk-Free Guarantee

Your Satisfaction Guaranteed

We stand behind our service with a no-questions-asked money-back guarantee

100% Local Processing

Your files never leave your device — all conversion happens in your browser

30-Day Money Back

Not satisfied? Get a full refund within 30 days, no questions asked

No Hidden Fees

The price you see is the price you pay. No surprises, ever

Choose your plan

Unlimited conversions — full control over your financial data

Join 10,000+ professionals who trust us
Pays for itself in 1 conversion
Save 10+ hours/month
5x cheaper than competitors

Monthly

$5.99
/month
Perfect for trying out
Unlimited conversions
99%+ accuracy guarantee
Export to Excel & CSV
Bank-level encryption
Priority email support
Regular feature updates
Get started
Most Popular

Annual

Save 17%
$59.99
Save $11.89 compared to monthly
Best value for regular users
Unlimited conversions
99%+ accuracy guarantee
Export to Excel & CSV
Bank-level encryption
Priority email support
Regular feature updates
Access from any device
Batch processing
Conversion history
Early access to new features
Get best value
30-day money-back guarantee — no questions asked