Bank Statement Converter: PDF to Excel, CSV & QBO

Upload a PDF bank statement and download every transaction as a clean spreadsheet — verified against the statement's own balances before you download, so the numbers you import are the numbers on the statement.

Drag & drop your PDF bank statements

PDF up to 30 MB each · convert several statements in one batch

Password-protected statement? — used only to open the file, never stored.

Email me the result (optional) — we send the converted files to this address once, no subscription and no marketing. Signed-in accounts get the email at their account address.

No account needed to convert and preview.

No signup to convert & previewBalance-checked on every statementFiles deleted after 72 hoursFree plan — 10 pages/month, full exports

What a conversion looks like

This is the actual result for our public sample statement (a fictional Northgate Bank checking statement created for this demo). All 14 rows add up exactly, and the converter shows its work:

Opening balance 2,431.86 + credits 4,601.86 − debits 1,651.68 = 5,382.04 vs statement closing 5,382.04 ✓ Reconciled

DateDescriptionDebitCreditBalance
2026-10-01Payroll - Harbor Analytics LLC2,150.004,581.86
2026-10-03Rent payment - Maple Properties1,150.003,431.86
2026-10-04Grocery - FreshMart #21486.423,345.44
2026-10-06Electric utility - City Power94.173,251.27
2026-10-08Coffee - Blue Door Coffee12.603,238.67
2026-10-10Transfer from savings300.003,538.67
2026-10-12Internet - NorthLink Telecom59.993,478.68
2026-10-15Payroll - Harbor Analytics LLC2,150.005,628.68
2026-10-17Car insurance - Sentinel Mutual132.405,496.28
2026-10-19Pharmacy - CarePlus Pharmacy27.855,468.43
2026-10-21Mobile phone - NorthLink Telecom45.005,423.43
2026-10-24Bookstore - Chapter and Co38.255,385.18
2026-10-27Interest payment1.865,387.04
2026-10-29Monthly account fee5.005,382.04

Sample statement created by StatementConverter for demonstration — the bank, the customer and the transactions are fictional. Download the sample PDF or use the “Try the sample statement” button above to run it yourself.

How it works

1. Upload your statement

Drop one PDF or a whole batch — a month of client statements at once. Password-protected files open with the password you provide.

2. Check the rows

Every transaction is listed with date, description, debit, credit and balance. The reconciliation card shows whether the rows add up; flagged rows can be corrected in place and the check re-runs instantly.

3. Download your file

CSV and Excel on every plan. QBO, OFX and QIF import straight into QuickBooks, Quicken and Xero on Starter and Pro.

Why bookkeepers convert with a balance check

A converted statement that does not add up is worse than no conversion at all — the error surfaces weeks later, inside the accounting file. StatementConverter treats the statement's own printed balances as the source of truth: opening balance plus every credit, minus every debit, must equal the closing balance. When it does not, you see the exact difference and the rows most likely to explain it (a duplicate, a misread amount, a row whose size matches the difference) before anything reaches QuickBooks or Xero. Read more on how it works.

Simple monthly pricing

Free — $0

10 pages/month, CSV & Excel with every transaction included, batches of 5.

Starter — $19/month

500 pages/month, QBO / OFX / QIF export, batches of 20.

Pro — $29/month

1,000 pages/month for a full client roster, priority support.

Compare plans

Frequently asked questions

How does the balance check work?

We read the opening and closing balances printed on the statement itself, then verify that opening balance + credits − debits equals the closing balance. You see the full equation before you download. If the rows are off, the difference is shown and the rows most likely to explain it are flagged for correction.

Which banks are supported?

The converter reads the transaction table of a statement rather than relying on one fixed layout per bank, so statements from Chase, Bank of America, Wells Fargo, Capital One, Citi, U.S. Bank and most other US banks convert the same way. If a statement cannot be read, you get a specific reason — never a silent failure.

Do I need an account to try it?

No. Convert your first statement and preview every row without signing up. Downloading the CSV or Excel file asks for a free account; the conversion is attached to your account automatically.

What happens to my files?

Original PDFs are processed in memory and are not kept. Converted results are stored for 72 hours so you can review and download them, then deleted automatically. A Delete now button removes everything immediately.

Can it read password-protected statements?

Yes. Enter the PDF password in the field under the upload box. The password is used only to open the file during conversion and is never stored or logged.

What about scanned statements?

Scanned and photo-based statements are transcribed by AI and converted like digital ones — the result page tells you when a statement was read this way so you can double-check the amounts. An original PDF downloaded from your bank is still the most reliable input.

More answers on the FAQ page, including how we handle your data and what to do when a statement will not convert.