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Convert bank statements to Excel

Turn PDF bank and credit card statements into clean spreadsheet rows: date, description, money in, money out and running balance. Every statement is checked against its balances, so you can trust the numbers.

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How to convert bank statements to Excel

  1. 1

    Pakia taarifa zako

    PDF statements kutoka any bank or card issuer. Scanned statements work too.

  2. 2

    PDFTEK reads every transaction

    AI reads each line, joins wrapped descriptions, and checks running and closing balances.

  3. 3

    Pakua Excel au CSV

    Real dates and numbers in Excel, or a CSV ready for QuickBooks, Xero and other accounting software.

Kwa nini PDFTEK kwa Taarifa ya benki kuwa Excel

  • Works with any bank's layout, including multi-page and scanned statements
  • Reconciliation check: opening balance + transactions = closing balance
  • Rows that don't add up are highlighted instead of silently wrong
  • Bulk: combine many statements into one workbook (Day Pass or Pro)

Bei

Hutumia mikopo ya AI: mikopo 250 hugharimu $2.99 na haiishi muda wake, na Pro inajumuisha 400 kwa mwezi.

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Taarifa ya benki kuwa Excel: frequently asked questions

Benki zipi zinatumika?

Any bank or credit card statement in PDF, in any layout. PDFTEK reads the statement the way a person would instead of relying on per-bank templates, so new banks work straight away.

Ni sahihi kiasi gani?

Every statement is reconciled: the running balance is checked row by row and the opening balance plus all transactions must equal the closing balance. If anything doesn't add up, the row is highlighted so you can check it against the PDF in seconds.

Can I convert several statements at once?

Ndiyo, ukiwa na Day Pass ya $1.99 au Pro: pakia taarifa za mwaka mzima na uzipakue kama lahajedwali moja yenye karatasi ya muhtasari kwa kila akaunti.

Inagharimu kiasi gani?

Taarifa yako ya kwanza kila mwezi (hadi kurasa 10) ni bure. Baada ya hapo hutumia mikopo ya AI, takriban 6 kwa ukurasa: mikopo 250 hugharimu $2.99, na Pro inajumuisha 400 kwa mwezi.

Can I import the result into QuickBooks or Xero?

Yes. Download the CSV (Date, Description, Amount, Balance) and import it as a bank feed or transactions file.

Je, ni salama kupakia faili zangu?

Faili hutumwa kupitia HTTPS na kuhifadhiwa kwenye eneo lako binafsi la kazi, hazishirikiwi wala kutumiwa kufunza AI. Faili za vipindi bila akaunti hufutwa kiotomatiki baada ya saa 24, na unaweza kufuta faili yoyote mwenyewe wakati wowote.

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Bank Statement to Excel Converter – PDF Statements to XLSX & CSV | PDFTEK