WORKFLOW
Bank Statement to Excel for Small Business Owners
Get your bank statement PDF into Excel for tax prep and budgeting. No account needed. Review the rows in your browser before you download.
The usual bottleneck
You need last quarter’s transactions in a spreadsheet and the bank only offers PDF downloads for older months.
How this converter helps
Choose the PDF, or a scanned statement PDF, check that the closing balance matches when it is printed, then download Excel or CSV.
What you get
- No account needed
- PDF uploads
- Excel and CSV
- Closing balance checked when printed
Conversion stays in your browser. Review every reconstructed row before you import the file.