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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.

Pay as you go with AI credits

How to convert bank statements to Excel

  1. 1

    上传您的对账单

    PDF statements,来自 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

    下载 Excel 或 CSV

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

银行对账单转 Excel为何选择 PDFTEK

  • 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)

价格

消耗 AI 积分:250 积分售价 $2.99,永不过期;Pro 版每月包含 400 积分。

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银行对账单转 Excel: frequently asked questions

Which banks are supported?

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.

准确度如何?

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?

可以,使用 $1.99 日通行证或 Pro 版:上传一整年的对账单,下载为一个电子表格,每个账户附带一张汇总表。

费用是多少?

每月首份对账单(最多 10 页)免费。之后消耗 AI 积分,每页约 6 积分:250 积分售价 $2.99,Pro 版每月包含 400 积分。

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.

上传文件安全吗?

文件通过 HTTPS 传输并存储在您的私人工作区,绝不会被共享或用于训练 AI。无账户会话中的文件将在 24 小时后自动删除,您也可以随时自行删除任何文件。

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