Overview
Bank Statement To Excel is an AI-powered service that converts bank statements into structured Excel or CSV files for easier reconciliation, budgeting and data analysis. The site supports PDF, CSV, OFX/QFX, and image scans, with OCR for non-searchable PDFs to enable extraction of key fields (date, description/payee, debit/credit/amount, balance, and transaction ID) into mapped columns. It offers column mapping, multiple output choices (Excel workbook or CSV, Power Query-ready tables), and batch/bulk processing for multiple statements. A post-conversion review stage lets users verify and correct data before export, and there is data privacy guidance with local processing options. Pricing is subscription-based with Starter, Professional (marked as popular), and Business plans shown on /pricing; no free trial or annual pricing is shown. Billing is monthly with “cancel anytime.” The site launched in 2025 and provides a contact email ([email protected]) as well as policy pages for privacy, terms and refunds (14-day money-back guarantee).
Key Features
Extract and map fields
Extracts date, description/payee, debit/credit/amount, balance, and transaction ID into structured Excel columns.
Format and input support
Supports PDFs (searchable and OCR), CSV exports, OFX/QFX, and image scans.
OCR for non-searchable PDFs
Applies OCR to non-searchable PDFs and scanned statements.
Customizable outputs
Column mapping and output choices including Excel workbook or CSV; Power Query-ready tables.
Batch processing
Bulk conversion for multiple statements.
Post-conversion review
Review and correct extracted data before export.
Who Can Use This Tool?
- Personal:Regular personal use for budgeting and reconciliation.
- Freelancers:Professionals needing batch processing of statements.
- Teams:Teams and small businesses handling multiple monthly statements.
Pricing Plans
Intended for regular personal use; 500 pages per month; 3 MB max file size; Priority email support.
- ✓Intended: regular personal use
- ✓Pages: 500 pages / month
- ✓Max file size: 3 MB
- ✓Support: Priority email support
Intended for professionals / freelancers; 2000 pages per month; 3 MB max file size; Priority email support.
- ✓Intended: professionals / freelancers
- ✓Pages: 2000 pages / month
- ✓Max file size: 3 MB
- ✓Support: Priority email support
Intended for teams / businesses; 5000 pages per month; 3 MB max file size; Priority email support.
- ✓Intended: teams / businesses
- ✓Pages: 5000 pages / month
- ✓Max file size: 3 MB
- ✓Support: Priority email support
Pros & Cons
✓ Pros
Pros will be listed here once they are curated.
✗ Cons
Cons will be listed here once they are curated.
