Bank Statement Converter — Free PDF to Excel & CSV
Upload a PDF bank statement and get a spreadsheet with dates, descriptions, debits, credits and balances. Review declared issues and compare source rows before using it. Balance checks run where the statement provides enough information; matching balances alone do not prove completeness.
Convert a statement nowConvert a statement now
First conversion is free. No signup required.
Drag & drop bank statements
or click to browse when the converter loads
PDF bank statements | Excel, CSV, QuickBooks and Xero exports | Up to 20 MB
Your data is never used to train AI models. Files are processed in memory and deleted the moment conversion completes.
Pricing that starts free
Try the converter first, then upgrade only when you need more pages, batch processing, or QuickBooks/Xero exports.
Free
$0
2 pages per rolling 24h
Starter
$15/mo
500 pages monthly
Professional
$30/mo
1,500 pages monthly
Business
$50/mo
5,000 pages monthly
Bank statement converter built for real finance workflows
Convert the statement, review the extracted rows against your PDF, and choose the export that fits your accounting workflow.
- Scanned PDF and OCR support: Convert text-based PDFs, scanned bank statements, image-heavy files and older multi-page PDFs.
- Balance verification: Opening balance plus credits minus debits is checked against the closing balance before export.
- Accounting-ready columns: Export Date, Description, Debit, Credit, Balance and Category to Excel or CSV.
- Privacy-first processing: PDFs are processed in memory, deleted when conversion completes and never used for AI training.
- Bank-aware conversion: Statement layouts are detected automatically with no per-bank setup or templates to configure. Review signals are shown with your converted file.
Is it safe to upload my bank statement to ClearlyLedger?
Yes. PDF is processed in memory and deleted the moment conversion completes. Never retained or used for AI training.
References: TLS 1.3 (RFC 8446) · EU GDPR (Regulation 2016/679)
How does ClearlyLedger verify the converted numbers are correct?
Opening balance plus credits minus debits is checked against the closing balance before export. You always see the result — opening, money in, money out and closing — and if it doesn't reconcile, the gap is shown on screen and written into the file you download.
Which banks does ClearlyLedger support?
Any bank, with no per-bank setup. ClearlyLedger auto-detects the statement layout and falls back to a general extraction path for formats it has not seen before, with OCR for scanned or image-heavy PDFs. Every conversion runs the same balance-verification check before export, whichever path it takes.
Do I need to sign up to convert a bank statement?
No signup for the first conversion. Paid plans add batch processing and QuickBooks/Xero export.
ClearlyLedger vs generic PDF-to-Excel tools
| Method | Best case | Risk |
|---|---|---|
| Generic PDF converter | Copies visible tables | Often breaks scans, wrapped descriptions and running balances |
| Manual Excel cleanup | Possible for one statement | Slow, error-prone and hard to repeat across client batches |
| ClearlyLedger | Bank-aware conversion | OCR, balance verification, bank profiles and accounting-ready exports |
Frequently asked questions
Can I convert scanned bank statement PDFs to Excel?
Yes. ClearlyLedger supports text-based PDFs, scanned statements, image-heavy PDFs, and older multi-page statements. OCR handles scans before the bank-aware parser reconstructs rows, dates, descriptions, debits, credits, and balances.
Is my bank statement stored after conversion?
No. Source PDFs are processed in memory and deleted when conversion completes. Files are transported over TLS 1.3 and are never used to train AI models.
How does ClearlyLedger verify accuracy?
Balance reconciliation is one arithmetic check, not proof that every row, date, description or classification is correct. For example, opening 1,000 plus a 100 receipt minus a 100 payment closes at 1,000; omitting both transactions still balances. Compare source row counts where available, sample page boundaries, check duplicates, and review dates and descriptions against the PDF. Balance checks run where the statement provides enough information; an unavailable check is not a pass. A statement Excel/CSV file may be downloadable with flagged discrepancies for review. Hard blocks require Review & Repair before release; accounting-format exports can be withheld when their validation fails. Downloads also depend on plan access and an available, unexpired artifact.
Can I export to QuickBooks, Xero, Sage, Zoho Books, or MYOB?
Yes. ClearlyLedger exports Excel and CSV files with accounting-ready columns including Date, Description, Debit, Credit, Balance, and Category.
Do I need to sign up before converting a PDF?
No. Your first conversion is free with no signup required, and includes Excel and CSV export. Paid plans unlock higher page limits, QuickBooks/Xero export, and batch workflows for repeated client work.
Start with the right workflow
- Convert PDF bank statements to Excel when you need reviewable .xlsx files.
- Convert PDF bank statements to CSV when you need QuickBooks, Xero, Sage, Zoho Books, or MYOB imports.
- Use scanned statement OCR for image-only PDFs and older statement packs.
- Browse supported bank profiles to see country-specific parsing coverage.
- Review security and retention before uploading financial documents.