Bank statement PDF to Excel in seconds

Stop retyping transactions. Upload a statement and get a clean, sortable spreadsheet ready for Excel, QuickBooks, or underwriting — without installing software.

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Works with statements from

ChaseBank of AmericaWells FargoCitiCapital OneAmexUS BankPNC

How it works

1

Upload the statement PDF

Drop in any text-based bank or credit card statement PDF (up to 10MB).

2

We structure every transaction

Date, description, amount, type, and running balance become Excel columns.

3

Download the .xlsx

Open it in Excel or Google Sheets and start sorting, filtering, or pivoting.

FAQ

How do I convert a bank statement to Excel for free?

Upload your PDF on ClearStatement, choose Excel (.xlsx), and download the file. The free plan includes 3 conversions per day — no account or credit card.

What columns are in the Excel file?

date, description, amount, type, balance, bank, accountLast4. Amounts are signed: debits negative, credits positive.

Can I convert multiple bank statements at once?

Pro users can convert unlimited statements one by one. Batch multi-PDF upload is on our roadmap for Pro.

Does this work with scanned PDFs?

Not yet. Text-based PDFs (downloaded from your bank) work great. Scanned/image-only statements need OCR, which is coming later.

Convert your statement now

Bank statement to Excel in under a minute. Free tier included — upgrade once for unlimited conversions.

Convert a PDF free

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