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Bank Statement Extract

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Bank Statement Extract is a bank statement conversion tool designed specifically for accountants, bookkeepers, lenders, and finance teams. It can accurately extract structured data from bank statements in any PDF format—whether scanned or digital—into Excel (.xlsx) and CSV files.

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What is Bank Statement Extract?

Bank Statement Extract is built for professionals who frequently process bank statements: it supports PDF statements from major banks worldwide, whether scanned or digital, and can automatically extract the date, description, debit, credit, and balance of every transaction within seconds. Files are encrypted during transmission (TLS), deleted immediately after extraction, and never used for AI model training, ensuring zero data retention and zero misuse. Users can preview all transaction tables for free without registration; charges apply only upon confirmation of export, based on page count, with pricing tailored for professional usage rather than one-time needs.

Applicable scenarios include: accountants quickly converting client statements into reconcilable, bookable electronic spreadsheets; bookkeepers batch-extracting months’ worth of transactions and directly connecting to general ledger systems; loan reviewers efficiently structuring applicant transaction histories to assess income and cash flow.

Key features

  • Supports both scanned and digital PDF bank statements, automatically recognizing and extracting the date, description, debit amount, credit amount, and account balance for each transaction.

  • Employs TLS-encrypted transmission; uploaded files are deleted immediately after extraction, with a clear commitment not to use user data for training any AI models.

Use cases and audience

Accountants, bookkeepers, lenders, underwriters, and finance teams

  • Converts clients’ bank statements into spreadsheets for reconciliation and bookkeeping, eliminating the need for manual data entry.
  • Enables bookkeepers to extract months’ worth of transaction data in just minutes and import it directly into the general ledger system.
  • Helps lenders and underwriters transform applicants’ bank statements into structured data, enabling faster assessments of income and cash flow.
Input

Bank statements in PDF format (including both scanned and digital versions)

Output

Structured Excel (.xlsx) or CSV files containing fields for each transaction’s date, description, debit, credit, and balance

Frequently asked questions

Is my bank statement secure?

Yes. All transmissions are encrypted via TLS; files are not stored and are deleted immediately after extraction.

Do you use my data to train AI models?

No. Your data will never be used for training AI models.

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