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Bank Statement Extract

Converts PDF bank statements into clean Excel (.xlsx) and CSV files, extracting date, description, debit, credit, and balance for each transaction. Works with scanned or digital statements from any bank.

ProductivityFinanceDocument ProcessingAccounting

About Bank Statement Extract

Bank Statement Extract

Bank Statement Extract is a PDF-to-spreadsheet converter for finance professionals. Users upload a bank statement, receive a free preview of the extracted transaction table, and pay only to unlock and export the full statement as Excel or CSV. The page states that uploads are encrypted in transit over TLS, statements are deleted after extraction, and data is never used to train AI models. It targets accountants, bookkeepers, lenders and underwriters, and finance teams. The page also states a 14-day money-back guarantee and lists plans with monthly page limits.

Key features

  • Extracts every transaction with date, description, debit, credit, and balance
  • Supports scanned and digital PDF bank statements
  • Free preview of extracted table before paying
  • Export to Excel (.xlsx) or CSV
  • Encrypted upload over TLS
  • Statements deleted after extraction
  • Data not used for AI model training
  • No account needed to start

Best suited for

  • Accountants reconciling client statements
  • Bookkeepers entering transactions into ledgers
  • Lenders and underwriters assessing applicant income and cash flow
  • Finance teams needing consistent Excel/CSV output from multiple banks

Pricing

Starter $29/mo (100 pages/month); Pro $99/mo (600 pages/month); Business $299/mo (2,000 pages/month). Free preview; payment required to export. 14-day money-back guarantee.

OCRdata extractionPDF to ExcelbookkeepingreconciliationCSV exportbank statements

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