Guide

How to Convert a PDF Bank Statement to Excel

Upload the PDF, check the extracted transaction rows, and download an XLS file you can open in Excel.

Short answer

Use PDF-to-Excel conversion when the PDF statement is the source you have and you need transaction rows instead of page layout.

Use this workflow

  1. Upload the original PDF statement.
  2. Check that only transaction rows were extracted.
  3. Review dates, descriptions, amounts and balances against the PDF.
  4. Download the XLS file and keep the original PDF as the source record.