Extract Data from Bank Statement PDF to Excel: Automate Reconciliation

Monthly reconciliation shouldn't take 2 days. Manual data entry from bank statements creates errors, delays month-end close, and wastes valuable time on low-value tasks.

Extract every transaction from PDF bank statements into Excel in minutes. Get complete transaction details, running balances, and accounting-software-ready formats that eliminate manual data entry.

Quick Process

• Upload: PDF bank statements (any bank, multiple months)
• Extract: Dates, descriptions, amounts, check numbers, balances
• Download: Excel files with proper formatting and formulas
• Import: Directly into QuickBooks, Xero, or your accounting system

What You Get

• All transaction data: Dates, descriptions, debits, credits, balances
• Check numbers & references: For outstanding item tracking
• Automated calculations: Running balances and totals verified
• Multi-format export: Excel, CSV, or accounting software ready

Common Use Cases

Monthly Reconciliation

• Task: Reconcile 3 business accounts
• Result: 30 minutes instead of 2 days

Multi-Location Businesses

• Task: Consolidate 10+ bank statements
• Result: Batch process all statements simultaneously

Year-End Preparation

• Task: Extract 12 months of transaction data
• Result: Complete audit trail in organized spreadsheets

Cash Flow Analysis

• Task: Analyze quarterly transaction patterns
• Result: Excel-ready data for pivot tables and charts

Ready to Automate Reconciliation?

Stop typing transactions manually. Upload your bank statements and get Excel files that work with your accounting software.