Convert bank statement PDFs into structured Excel-ready data
Upload recurring bank statements, start from a template, review the extracted rows, and export clean spreadsheet-ready output without hours of manual entry.
How the workflow works
Upload the statement PDF
Bring in one statement or a recurring batch from the same account or provider.
Apply a bank-statement extraction template
Start with a structured template for transaction date, description, debit, credit, and balance fields.
Review and export
Validate transaction rows before exporting clean Excel-ready data for reconciliation or reporting.
Manual vs structured workflow
Manual process
Copying transaction rows line by line into spreadsheets
Structured workflow
Structured extraction of transaction tables in minutes
Manual process
Fixing inconsistent date and amount formatting manually
Structured workflow
Reviewable output with repeatable column structure
Manual process
Rebuilding the same spreadsheet workflow every month-end
Structured workflow
Reusable templates for recurring statements and providers
Common finance use cases
- Bank reconciliation preparation
- Cash reporting and treasury support
- Monthly close transaction review
- Audit-ready export workflows
Frequently asked questions
Can I review bank statement transactions before exporting to Excel?
Yes. The workflow is designed so your team can inspect extracted data before downloading spreadsheet-ready output.
Does this work for recurring bank statement formats?
Yes. The biggest value comes from repeated workflows where your team can reuse templates for the same banks, accounts, or statement layouts.
Is this suitable for finance and accounting teams?
Yes. The positioning, workflow, and review-first experience are designed for finance, accounting, and operations teams handling recurring business documents.