Convert bank statement PDFs to Excel

GetBankStatement converts standard text-based bank statement PDFs into Excel .xlsx, CSV, JSON, and QBO outputs. The workflow checks upload eligibility, extracts transaction rows, validates balances, and deletes uploaded files plus generated outputs within 24 hours.

Bank statement PDF to Excel workflow

1. Upload the original text-based bank statement PDF.
2. GetBankStatement checks eligibility before expensive parsing starts.
3. The parser extracts transaction rows, dates, descriptions, amounts, and balances.
4. Validation checks flag balance issues, duplicate rows, and degraded outputs.
5. Download Excel .xlsx, CSV, JSON, or QBO output.

Supported export formats

GetBankStatement exports normalized bank statement data to Excel .xlsx, CSV, JSON, and QBO.

Privacy and retention

Uploaded bank statement PDFs and generated outputs are deleted within 24 hours.