How to convert a bank statement PDF to Excel

Open the PDF and try to select a transaction row with your cursor. If the text highlights and you can copy it, the PDF has a text layer — the extractor can read it.

If your cursor draws a rectangle around a picture instead of selecting text, the PDF is scanned. You'll need to OCR it before uploading (Adobe Acrobat, Apple's built-in 'Live Text', or a free tool like OCRmyPDF all work).

Drop the PDF onto the homepage. If the file is password-protected, the upload prompt asks for the password — it's used only to decrypt the file in memory during conversion.

For statements under a few pages the conversion usually takes a few seconds; longer statements scale roughly linearly.

You'll see a preview of the extracted rows. Spot-check five to ten transactions against the original PDF — usually enough to catch a column misalignment.

If columns look off (e.g. the description column is bleeding into the debit column), don't download yet — open the Inspect tool.

The Inspect tool renders your PDF onto a canvas. Drag vertical lines to mark where columns start and horizontal lines to mark where each row ends. Re-extract with those guides and the output snaps to the boundaries you set.

It's slower than the one-click path, but it's what makes hopeless-looking PDFs recoverable — no random OCR guessing, just you telling the tool exactly where the columns are.

Download the .xlsx. Open it in Excel or Google Sheets and pivot the description column against the amount column — you'll see any junk rows quickly (usually stray totals or table headers that leaked in).

Delete any junk rows, and the file is ready to import into your bookkeeping tool or hand off to an accountant.