How do I convert my bank statement to Excel?

Simply upload your PDF bank statement to our converter. Our tool will automatically detect tables and extract all transactions into a Excel file. The process takes just seconds and maintains 100% accuracy.

Is it safe to upload my bank statement?

Yes, your data is completely secure. We use bank-level 256-bit SSL encryption. Your files are processed in memory and never stored on our servers. Files are automatically deleted immediately after conversion.

What bank statement formats do you support?

We support PDF bank statements from virtually all banks worldwide. You can export to Excel (XLSX, XLS), CSV, and formats compatible with QuickBooks, Xero, and other accounting software.

How accurate is the data extraction?

Our advanced parsing technology achieves over 99% accuracy in extracting transaction data. We use intelligent table detection and OCR to capture all details including dates, descriptions, and amounts.

Is there a free trial available?

Yes! You get 1 free conversion after registration - no credit card required. This lets you test the accuracy before subscribing. Most users are convinced after the first conversion. Unlimited conversions available with monthly ($5.99) or annual ($59.99) plans.

How do I upload my bank statement?

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How to Prepare tax documents: Complete Guide

June 17, 2024•5 min read

Want to prepare tax documents?

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

Why This Matters

Understanding how to prepare tax documents is essential for effective financial management and decision-making.

Step-by-Step Process

Gather your bank statements
Convert to Excel format
Organize and analyze data
Generate insights

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

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Works with statements from leading banks worldwide

Chase
Bank of America
Wells Fargo
Citibank
Capital One
HSBC
Barclays
Deutsche Bank
Santander
BNP Paribas
Revolut
N26
PayPal
Wise
Stripe

Manual vs Automatic Conversion

See why thousands choose our automated solution

Feature

Manual Entry

Our Converter

Time per statement

2-3 hours

5 seconds

99%+ accuracy

Export formats

Excel only

Excel, CSV, Google Sheets

Batch processing

Scalable

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PDF → Excel< 5 seconds100% local — files never leave your device

Frequently Asked Questions

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Pays for itself in 1 conversion

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Monthly

$5.99

/month

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Unlimited conversions

99%+ accuracy guarantee

Export to Excel & CSV

Bank-level encryption

Priority email support

Regular feature updates

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Annual

Save 17%

$59.99

Save $11.89 compared to monthly

Best value for regular users