Bank statement converter

ConvertBankStatementstoExcel,Instantly.

CIBCRBCTDScotiabankBMO
Drop a PDF, get clean rows. Built for bookkeepers and accounting teams. Works with statements from Canada's major banks.

Exports toExcel.xlsxCSV.csvXero.csvQuickBooks.qbo

Secure & Private

Precise & accurate

14-day free trial

See how it works

AI-Powered Extraction

0.0%accuracy

cibc-jan-2025.xlsx✓ Extracted

Date

Description

Debit

Credit

2025-01-03

SHOPPERS DRUG MART

45.99

—

2025-01-05

E-TRANSFER RECEIVED

—

1,200.00

2025-01-08

PETRO-CANADA

62.50

—

2025-01-12

NETFLIX.COM

16.49

—

2025-01-15

PAYROLL DEPOSIT

—

2,500.00

Trusted across Canada
CIBC · RBC · TD · Scotiabank · BMO
Excel, CSV, Xero, QuickBooks
One conversion, four formats
14-day free trial
No credit card required

Start Your Free Trial

No credit card required · 14 days · 100 pages

0.0%

Extraction Accuracy

Supports statements from Canada's major banks

CIBCRBCTDScotiabankBMONational BankTangerineDesjardinsCIBCRBCTDScotiabankBMONational BankTangerineDesjardinsCIBCRBCTDScotiabankBMONational BankTangerineDesjardinsCIBCRBCTDScotiabankBMONational BankTangerineDesjardinsCIBCRBCTDScotiabankBMONational BankTangerineDesjardinsCIBCRBCTDScotiabankBMONational BankTangerineDesjardinsCIBCRBCTDScotiabankBMONational BankTangerineDesjardinsCIBCRBCTDScotiabankBMONational BankTangerineDesjardins

How it works

Upload your PDF

AI reads transactions with bank-grade precision — text or scanned PDFs both work.

Your Statements

Your Output

cibc-statement.xlsx✓ Consistent columns

Post Date

Details

Debit

Credit

Balance

2025-12-01

LOBLAWS #1204

54.32

3,245.68

2025-12-03

PAYROLL DEPOSIT

3,200.00

6,445.68

2025-12-05

HYDRO ONE PAYMENT

89.99

6,355.69

2025-12-08

E-TRANSFER SENT

500.00

5,855.69

Data

Ready to use

cibc-statement.xlsxConsistent columns

Date

Details

Debit

Credit

2025-12-01

LOBLAWS #1204

54.32

2025-12-03

PAYROLL DEPOSIT

3,200.00

2025-12-05

HYDRO ONE PAYMENT

89.99

Canadian Banks

CIBC · RBC · TD · Scotiabank · BMO & more

Export Formats

Excel · CSV · Xero · QuickBooks — ready to import

10x

Batch Upload

Upload multiple statements at once — all processed in parallel

Features

Built for accounting workflows

Everything you need to turn statement PDFs into clean, importable data.

Extraction accuracy

Even the messiest statements come out clean

scanned-statement-page-3.pdf

COPY

Reading page visually…

extraction.xlsx100% match

Date

Description

Debit

Balance

2025-01-03

PREAUTHORIZED DEBIT

454.99

3,268.04

2025-01-05

E-TRANSFER FROM J. LEE

3,968.04

2025-01-07

RETAIL PURCHASE

52.17

3,915.87

2025-01-12

BILL PAYMENT — HYDRO

125.00

3,790.87

2025-01-15

PAYROLL DEPOSIT

6,290.87

2025-01-21

CARD PURCHASE

38.42

6,252.45

Skewed scans, photographed pages, dense graphical statements with backgrounds, watermarks, or tight layouts — the extractor reads the page visually and reconstructs every transaction with the right dates, descriptions, and amounts.

Export formats

Excel, CSV, Xero, QuickBooks — pick your destination

Format · Excel

One conversion. Four ways out.

Live, editable spreadsheet — drop in your own SUM, IF, VLOOKUP. No flattened text dump.

Same source PDF, different export
Switch formats without re-running extraction
Numbers, dates, and signs preserved per format

Xstatements.xlsxfx

D8=SUM(D2:D7)

Date

Description

Amount

2025-01-03

Debit

-454.99

2025-01-05

E-Transfer

+700.00

2025-01-07

Retail

-52.17

2025-01-12

Bill Pmt

-125.00

2025-01-15

Payroll

+2,500.00

2025-01-21

Card

-38.42

Total

+2,529.42

Workflow

Designed for real volume

Batch upload

Drop a folder. Walk away.

Queue dozens of statements at once. Each one runs in parallel — refresh, batch, done.

jan-cibc-chequing.pdf✓ done

feb-cibc-chequing.pdf✓ done

mar-rbc-visa.pdfextracting

apr-bmo-savings.pdfqueued

may-td-visa.pdfqueued

5 files · 47 pages2 / 5 complete

Live spreadsheet

Real Excel. Real formulas.

Exports are live workbooks — type =SUM, =VLOOKUP, =IF and they just work. No flattened text.

C5=SUMIF(B:B,"DEBIT",C:C)

Date

Type

Amount

2025-01-03

DEBIT

454.99

2025-01-05

CREDIT

700.00

2025-01-07

DEBIT

52.17

2025-01-12

DEBIT

125.00

Σ Debits

632.16

Client folders

Organize by client, not by file

Group statements under named clients. Bulk-export an entire year's books in one click.

Acme Logistics Inc.12 stmts

Northstar Holdings8 stmts

Birchwood Café24 stmts

Maple & Co. Consulting6 stmts

Auto-download

Skip the click.

Turn on auto-download and finished exports save straight to your machine the moment they're ready.

cibc-jan-2025.xlsxSaved

Auto-saved to ~/Downloads · 0.3s ago

Security

Bank-grade security

Your statements are encrypted in transit and at rest, and deleted automatically.

Auto-Delete in 7 Days

Your files are automatically deleted after 7 days. Deactivated accounts are fully purged — conversions, API keys, and payment data — within 30 days.

Encrypted & Isolated

All data transfers are encrypted over HTTPS. Files are stored on enterprise-grade cloud infrastructure with strict security headers enforced on every request.

Simple, transparent pricing

Start with a 14-day free trial. No credit card required.

MonthlyYearlySave 17%

Starter

$20.83/month

$249.90 billed annually

400 pages/month
5MB max file size
All export formats
View client history (read-only)
Email support

Popular

Pro

$66.66/month

$799.90 billed annually

10,000 pages/month
10MB max file size
All export formats
Auto-download
Full client management (create, assign, download)
Save preferences
Priority support

API access

CA$0.05/page

Raw JSON extraction
API key authentication
Usage dashboard
No monthly minimums

Get an API key

Simple, Transparent Pricing

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Frequently Asked Questions

Everything you need to know about StatementsToExcel.

StatementsToExcel focuses on bank and credit card statements. The AI adapts to different issuer layouts automatically, including scanned PDFs.

We use Google's Gemini model fine-tuned for bank statement layouts. Accuracy is typically 99%+ for standard statement formats, and we never silently drop transactions.

Files are encrypted in transit and at rest. They are auto-deleted from our storage after processing — typically within a few hours. We never share data with third parties.

Excel (.xlsx), universal CSV, Xero-ready CSV (direct import, no column mapping), and QuickBooks WebConnect (.QBO).

Yes. When downloading, you can toggle "Merge pages" on or off. Merged mode combines all extracted data into one flat table — great for analysis and importing into accounting software. Separated mode puts each page on its own sheet, preserving the original document structure.

Every new account starts with a 14-day free trial that includes every feature and 100 free pages. The trial ends after 14 days or once 100 pages are used — whichever comes first — at which point you'll need a Starter or Pro plan to keep converting. Paid plans range up to 10,000 pages per month and support file sizes up to 10MB per document. All uploaded files are automatically deleted after 7 days. Check our pricing for full details.

Yes — an account is required to convert your statements. Signing up takes seconds and starts a 14-day free trial with 100 free pages and full access to every feature, including conversion history, a processing queue, and batch uploads. Once you hit 14 days or 100 pages, continue with a Starter or Pro plan.

Every new account starts with a 14-day, 100-page free trial with full access. After the trial, choose Starter for lower-volume needs or Pro for higher monthly page limits, larger file sizes, auto-download, and full client management. All plans include every export format.

Yes! Once you sign up, you can upload multiple PDFs and they will be queued and processed in sequence. Track the progress of each file from your dashboard.

Yes — our developer API is live, with simple usage-based pricing at $0.05 per page. No monthly minimums, just pay for what you process. You get raw JSON extraction, API key access, and usage monitoring. Generate a key from your dashboard to get started.

Stay Updated

Get notified about new features, format support, and improvements.

Statement Conversion Guides

Bank Statement PDF to Excel Bank Statement to CSV Credit Card Statement to Excel Credit Card Statement to CSV PDF to QBO PDF to OFX PDF to QFX Chase Bank Statement to Excel

Frequently Asked Questions

Everything you need to know about StatementsToExcel.

StatementsToExcel focuses on bank and credit card statements. The AI adapts to different issuer layouts automatically, including scanned PDFs.

We use Google's Gemini model fine-tuned for bank statement layouts. Accuracy is typically 99%+ for standard statement formats, and we never silently drop transactions.

Files are encrypted in transit and at rest. They are auto-deleted from our storage after processing — typically within a few hours. We never share data with third parties.

Excel (.xlsx), universal CSV, Xero-ready CSV (direct import, no column mapping), and QuickBooks WebConnect (.QBO).

Yes! Once you sign up, you can upload multiple PDFs and they will be queued and processed in sequence. Track the progress of each file from your dashboard.

ConvertBankStatementstoQuickBooks,Excel,Instantly.

Upload your PDF

Built for accounting workflows

Even the messiest statements come out clean

Excel, CSV, Xero, QuickBooks — pick your destination

One conversion. Four ways out.

Designed for real volume

Drop a folder. Walk away.

Real Excel. Real formulas.

Organize by client, not by file

Skip the click.

Bank-grade security

Auto-Delete in 7 Days

Encrypted & Isolated

Simple, transparent pricing

Starter

Pro

API access

Simple, Transparent Pricing

Frequently Asked Questions

Stay Updated

Statement Conversion Guides

Simple, transparent pricing

Starter

Pro

API access

Frequently Asked Questions

ConvertBankStatementstoExcel,Instantly.