Upload your bank statement
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Automatically convert bank statements to structured columns (date, description, debit/credit, running balance) for faster reconciliation and analysis — no manual data entry.
Convert bank statements to clean spreadsheets in minutes — no manual data entry.
Upload a statement, we parse it with AI, and you download a clean spreadsheet.
Step one: upload PDFs or images directly from your desktop or cloud drive. Our OCR bank statement converter detects multi‑page files, poor scan quality, and rotated pages, then normalizes everything for reliable extraction.
Step two: AI models trained on thousands of layouts convert bank statements to Excel with consistent columns — perfect for reconciliation, audit support, and transaction analysis.
Step three: export your bank statement to CSV or XLSX and import into QuickBooks, Xero, NetSuite, or spreadsheets. Use bulk conversion to process monthly statements faster and keep your general ledger up to date.
PDF or image statements from any bank. Bulk uploads supported.
AI parses bank statements to capture date, description, debit/credit, running balance and more.
Download to Excel or CSV, or push to your accounting system.
Enterprise‑grade protections by default. Your statements are encrypted, access‑controlled, and processed with strict privacy in mind.
When converting bank statements to Excel or CSV, data security matters. Our platform uses secure connections during upload and download, short‑lived processing, and strict access controls to keep sensitive financial information private.
Teams choose BankXLSX when they need a compliant bank statement converter for bookkeeping, audits, loan underwriting, and expense analysis — without sending data to unreliable tools.
If you are searching for a “secure bank statement converter” or “privacy‑focused bank statement to CSV tool”, our workflow is built to meet those requirements.
TLS 1.2+ in transit and AES‑256 at rest for all files and results.
Granular role‑based permissions and audit trails for every action.
Data minimization, short‑lived processing, and optional zero‑retention.
Support for SSO/SAML, DPAs, BAAs, and regional data residency (Enterprise).
Accuracy comes first. Unlike generic PDF tools, our bank statement converter is trained to recognize banking terminology, transaction lines, running balances, and layout quirks across institutions. This means fewer corrections and faster close.
Finance teams rely on our solution as a QuickBooks bank statement converter, a Xero bank statement importer, and an Excel‑ready CSV generator. If you are migrating systems, preparing audits, or reconciling historical statements, batch conversion saves hours every week.
Popular use cases include “convert bank statement PDF to CSV for QuickBooks”, “bank statement converter for expense tracking”, and “export bank statement to Excel for reconciliation”.
Our bank statement converter helps accountants, bookkeepers, and finance teams turn PDF bank statements into clean spreadsheets in seconds. Avoid manual typing and copy‑paste errors with automated parsing that recognizes dates, descriptions, debits/credits, balances, and currencies.
Whether you need a QuickBooks bank statement converter, a Xero‑ready bank statement to CSV exporter, or a bulk bank statement OCR converter for monthly reconciliations, BankXLSX delivers accurate column mapping for fast imports.
Common requests we support include “convert PDF bank statement to Excel”, “bank statement to CSV online”, “OCR bank statement converter for scanned statements”, and “multi‑page bank statement converter for complex layouts”.
Purpose-built models handle noisy scans, multi-page statements and complex layouts.
Clean columns (date, description, amount, balance, currency) mapped consistently.
Encrypted in transit and at rest. Optional zero data retention for Enterprise.
Answers to common questions about converting bank statements to Excel or CSV.
A bank statement converter transforms PDF or image statements into structured spreadsheets (XLSX/CSV) so you can reconcile faster with clean columns like date, description, debit/credit, and running balance.
You can download results as Excel (XLSX) or CSV. Bulk exports are supported for faster processing.
Yes. The converter is built to handle scanned and multi‑page statements, noisy images, and varying layouts from different banks.
Files are transferred over secure connections and stored safely. You can delete your data at any time.
We take security seriously. Your files are transferred over secure connections and stored safely. You can delete your data at any time.
Our bank statement converter is designed for teams handling confidential financial data. Access is limited to your account, processing is short‑lived, and you stay in control of retention.
If you need a privacy‑first bank statement to CSV solution or a compliant bank statement to Excel workflow for reviews and audits, BankXLSX provides a dependable foundation.
Real users share their experience with BankXLSX
"BankXLSX cut our statement processing time by 80% and eliminated manual cleanup."
"From cluttered PDFs to clean spreadsheets in minutes. It’s become part of our daily workflow."
Dec 5, 2025
Open a bank statement PDF, send it to Excel, and boom—half your sheet is “Page 1 of 5,” “Statement Period,” logos, and fine print. Annoying, right? Those repeats clog up your rows, mess with formulas,...
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You converted a bank statement PDF to Excel and the numbers look off. Commas and periods swapped places, totals won’t add up, and those little green triangles are everywhere. Annoying, but fixable. Th...
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