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Bank statement to Excel

Turn bank statement PDFs into a clean list of transactions in Excel or CSV.

What it does

  • Extracts date, description, amount, debit/credit and balance
  • Checks that the opening balance plus transactions matches the closing balance
  • Review the table before you export
  • Statements are processed for the conversion and not kept afterwards unless you choose to save them

How it works

  1. 1Upload your statement PDF.
  2. 2Review the transactions.
  3. 3Export to Excel or CSV.