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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

    上傳您的對帳單

    PDF statements,來自 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

    下載 Excel 或 CSV

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

為何選擇 PDFTEK 處理銀行對帳單轉 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)

價格

需使用 AI 點數:250 點 $2.99 且永不過期,Pro 每月含 400 點。

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銀行對帳單轉 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.

準確度如何?

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 一日通行證或 Pro:上傳一整年的對帳單,下載成單一試算表,每個帳戶各附一張摘要工作表。

費用是多少?

每月第一份對帳單(最多 10 頁)免費。之後需使用 AI 點數,每頁約 6 點:250 點 $2.99,Pro 每月含 400 點。

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.

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檔案透過 HTTPS 傳輸並存放在您的私人工作區,絕不會被分享或用於訓練 AI。未登入帳號時上傳的檔案會在 24 小時後自動刪除,您也可以隨時自行刪除任何檔案。

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