Bank Statement Converter for Accountants

Extract transaction rows from bank statement PDFs so accountants can review client activity without manual data entry.

Faster client document review

Use BankPDFExcel when a client provides monthly statement PDFs and you need structured rows for tax prep, advisory work, audit support, or cleanup projects.

What the export includes

  • Transaction date and description columns.
  • Separate debit, credit, and balance columns.
  • Summary metadata for statement period and confidence.
  • Warnings for rows that deserve manual review.

Frequently Asked Questions

Can it handle old statement PDFs?
Yes. It is designed for historical bank statement PDFs, including scanned statements when OCR can read the page clearly.

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