Bank Statement Converter — Free PDF to Excel & CSV
Upload a PDF bank statement and get a clean spreadsheet with dates, descriptions, debits, credits and balances. ClearlyLedger verifies the math before export, so missing rows do not quietly reach your books.
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First conversion is free. No signup required.
Drag & drop bank statements
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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
1 page every 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
ClearlyLedger matches the page type Google rewards for this query: a working converter first, followed by proof that the output is accurate, private and accounting-ready.
- 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: Dedicated formats cover common statement layouts, while a general extraction path handles other PDFs and withholds exports that cannot be verified.
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.
How does ClearlyLedger verify the converted numbers are correct?
Opening balance plus credits minus debits is checked against the closing balance before export. If it doesn't reconcile, the export is withheld.
Which banks does ClearlyLedger support?
350+ bank profiles across 50+ countries, with OCR fallback for scanned/image-heavy statements.
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?
Every conversion runs balance verification: opening balance plus credits minus debits must match the closing balance. Discrepancies are flagged before export so missing or duplicated rows do not silently reach your spreadsheet.
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.
Related ClearlyLedger resources
Use these canonical pages to compare formats, verify data handling, and move from PDF extraction into accounting review.