WORKFLOW

Bank Statement Conversion for Lenders and Underwriters

Automate income and cash-flow review. Convert applicant bank statements into Excel from large scanned PDFs for faster risk assessment.

The usual bottleneck

Applicant statements come in many layouts. Keying them into an underwriting model takes analyst hours per file.

How this converter helps

Structured Excel or CSV from an English-language PDF, with each transaction, its page and a validation status. A matching total does not prove every description is correct.

What you get

  • PDF input in the browser
  • Source page on every row
  • Excel, CSV and JSON validation report
  • Deterministic reconstruction for the same PDF

Conversion stays in your browser. Review every reconstructed row before you import the file.

Open the converter · How it works