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BankSheet Pro BankSheet Pro Document operations

PDF to spreadsheet

Convert a bank statement PDF to Excel and CSV

Pull transactions out of a bank statement PDF into clean Excel and CSV files. Free, no account required.

Free · no sign-up

Try it now — convert a bank statement free

Upload one PDF bank statement and get reviewed transaction rows plus Excel and CSV downloads. No account required.

PDF bank statement · up to 20 MB

3 free conversions per browser. Your result opens on a private link that is not indexed and is removed automatically after 1 day.

What you can do

Bank statement PDF to Excel

Extract transactions from a bank statement PDF into Excel and CSV, with date, description, debit, credit, and balance. Free in your browser, private, no account required.

Extract date, description, debit, credit, and balance fields.

Download both Excel (XLSX) and CSV of the transactions.

Native PDF text is read first, with OCR fallback for scans when configured.

PDF to spreadsheet

How it works

Step 1

Upload a statement

Choose a bank statement PDF.

Step 2

Detect transactions

The parser reads the PDF text and structures each row.

Step 3

Preview

See the extracted rows before you download.

Step 4

Download

Download the Excel and CSV files from a private link.

PDF to spreadsheet

Who it is for

Accountants reconciling client statements

Bookkeepers preparing monthly records

Small businesses organizing bank activity

Admin teams cleaning finance data

PDF to spreadsheet

Common use cases

Monthly bank statement conversion

Client transaction review

CSV import preparation

Audit-friendly export archives

PDF to spreadsheet

Why choose BankSheet Pro

Purpose-built statement parser, not a generic table dump.

Both Excel and CSV from a single upload.

Create a workspace to review rows and teach column layouts.

FAQ

Questions people ask before they start

These answers are visible on the page and also represented with FAQ structured data.

Which columns are produced?

Date, description, debit, credit, and balance, exported to Excel and CSV.

Can it read scanned statements?

Native PDF text is read first. Scanned statements use the OCR pipeline when the server has it configured.

Do I need an account to use this tool?

No. You can run the allowed number of free conversions per browser right here on this page. Create a free workspace to keep conversion history and process larger volumes.

Are my files kept private?

Uploads travel over HTTPS into private storage — never a public folder. Your result opens on a non-indexed link that is removed automatically after one day.

Is there a size or page limit?

Yes. Each upload is limited in size, and free page and file counts follow the free plan. Larger volumes unlock after you create a workspace.

What happens to my result afterwards?

The generated file is available on a private, non-indexed download link and is cleaned up automatically after one day.

Related pages

Keep exploring the workflow

Ready when your team is

Start with the workflow you searched for, then keep the document history together.

Create a workspace to review & teach layouts