How to Convert a PDF Bank Statement to Excel (Step-by-Step)

Converting a PDF bank statement to Excel used to mean copy-paste hell or fragile macros. Here's the modern way.

Step 1: Upload the PDF — native or scanned, password-protected or not. Step 2: Let the AI parse and categorize. Step 3: Review the side-by-side preview. Step 4: Download as .xlsx or .csv.

Tips for best accuracy: upload the highest-resolution PDF you have, include the cover page so the AI can detect the bank template, and don't pre-crop the file.

Once exported, your Excel file has columns for date, description, original description, category, debit, credit, balance, and a generated transaction ID — perfect for reconciliation.