Convert Bank Statements to Excel or CSV in Seconds
Transform PDF bank statements into clean, structured Excel or CSV files instantly. Our AI-powered converter ensures accuracy, compliance and security—so you focus on decisions, not data entry.
Step 1
Upload
TLS 1.3 encrypted transfer
Step 2
Redact
Auto PII removal in vault
Step 3
Extract
AI parses at 99.9% accuracy
Step 4
Download
Clean Excel/CSV exports
Used by accountants, individuals and businesses worldwide. BankStatement2CSV aligns with SOC 2, ISO/IEC 27001, PCI DSS Level 1 and GDPR requirements.
Step 1
Upload & Redact
TLS 1.3 upload, automated redaction removes PII before leaving our enclave.
Step 2
AI Extraction
AI parses the redacted PDF at page-level accuracy with full audit logging.
Results
< 1m
Average to export
99.9%
Extraction accuracy
0
Files stored post-run
Drop your bank statement
Upload your PDF, we redact sensitive data instantly and prepare your vault for AI extraction.
Drop your bank statement
PDF, CSV, or image up to 25MB
- AI bank statement converter with page-level accuracy
- Secure bank statement conversion with zero data storage
- Bank statement PDF to Excel and CSV for accountants
Why Choose BankStatement2CSV?
Convert bank statement PDFs to Excel or CSV in seconds with enterprise-grade trust.
The fastest way to go from PDF statements to clean spreadsheets. AI accuracy, built-in compliance and zero storage guarantees keep your team focused on analysis—not cleanup.
Fast and accurate AI conversion
No more copy-pasting or OCR headaches. Our AI bank statement converter reads PDFs and delivers transaction-perfect Excel or CSV files in seconds.
- Skip the tedious manual highlighting and let AI extract statements with zero effort.
- Our AI ensures every number and detail is preserved for reliable financial reporting.
- Eliminate OCR issues and manual data entry with a secure, automated solution.
End-to-end data security
No sensitive data stored—your PDFs are processed securely in-memory. Only converted output files are retained based on your retention controls.
- Processed fully in-memory with zero long-term storage
- Output files encrypted at rest and in transit
- Billing handled by Stripe; we never store card details
- PCI DSS compliant infrastructure
Built for accountants, SMBs and individuals
Customize workflows for every team without extra tools.
- Accountants: Automate client statement conversions and save hours every week.
- Small businesses: Simplify bookkeeping and reconcile accounts faster.
- Individuals: Export statements for budgeting, tax filing and visa applications.
Key Features
Everything you need for secure bank statement conversion.
BankStatement2CSV uses AI to parse statements, keeps data secure end-to-end and exports structured spreadsheets in seconds.
AI-powered parsing
Extract transactions with high precision, even from scanned PDFs or mixed file types.
Multiple export options
Download clean Excel (.xlsx) or CSV files ready for QuickBooks, Xero and Google Sheets.
Predictable usage
Buy credits per page, monitor spend in real time and roll over unused capacity between cycles.
Dashboard access
Track conversions, monitor credits and re-download files from a secure dashboard.
Data retention controls
Choose retention windows that match your compliance needs—from auto-delete to audit history.
Global bank support
Convert statements in multiple languages and currencies from banks worldwide.
For accountants
- Automate client statement conversions and save hours every week.
- Reuse mapping templates for tax season and month-end close.
- Deliver audit-ready exports with zero manual typing.
For small businesses
- Simplify bookkeeping with transactions that align to your chart of accounts.
- Match bank activity to invoices and receipts in minutes.
- Access conversion history anytime from the dashboard.
For individuals
- Export statements for budgeting, visa applications, or tax filing.
- Spot recurring subscriptions and fees instantly.
- Download tidy CSVs that plug into budgeting tools.
Simple 3-Step Process
From PDF to Excel in seconds
0% Complete
Upload
Drag & drop your bank statement PDF
Processing
AI extracts transactions securely
Export
Download clean Excel or CSV
< 2s
Processing Time
99.8%
Accuracy
0 Files
Stored
Bank-Grade Security from Upload to Export
Your financial data is encrypted, redacted and processed with institutional security standards. We never store sensitive information.
Step 1
Upload & Receive
Your PDF file is transmitted via TLS 1.3 encrypted connection to secure servers.
Step 2
Redaction System
We apply automated redaction to eliminate sensitive personally identifiable information (PII) and financial account details.
Step 3
Encrypted Storage
Redacted PDF is encrypted with AES-256 and stored in isolated, HIPAA-compliant infrastructure. Accessible only to you.
Step 4
AI Extraction
Advanced OCR and machine learning models extract transaction data from the redacted PDF with 99.8% accuracy.
Step 5
Clean Export
Structured Excel or CSV output is generated with all sensitive data excluded, ready for accounting systems.
Your Data Control Options
Choose retention policies that align with your compliance requirements and client expectations.
Auto-Delete
Files automatically deleted after 30, 90 or 365 days
Audit History
Retain for full audit trails with cryptographic proof of processing
On-Demand Delete
Request immediate deletion anytime—processed within 24 hours
Enterprise Security Standards
We operate under globally recognized security frameworks to ensure your financial data remains protected end-to-end.
ISO 27001
Information Security Management
NIST 800-53
Federal Security Controls
HIPAA
Health data privacy (when applicable)
OWASP Top 10
Security best practices compliance
Time Savings That Speak for Themselves
Manual entry takes 30 hours monthly. BankStatement2CSV does it in 2 minutes.
On average, small businesses spend 30 hours per month on statement entry. Our AI bank statement converter delivers clean Excel or CSV files in seconds—a 989% increase in efficiency with BankStatement2CSV.
30h
Manual data entry saved each month
2min
Average PDF-to-Excel conversion
989%
Increase in team efficiency
* 15 statements per week x 30 minutes each = 30 hours manually. BankStatement2CSV converts those PDFs to Excel or CSV in 2 minutes, freeing an entire work week every month.
See how much AI conversion saves
Drag the sliders to estimate how much time and money BankStatement2CSV can save your team each year.
Adjust your assumptions
Match the calculator to your statement volume
Refine the sliders to mirror how many PDFs you process and the time it takes manually.
Annual money saved
$7,400
Based on 148 hrs saved each year by removing manual entry.
Automation impact
$7,400 back on your calendar
Manual entry takes 150 hrs per year. With AI processing, you only spend 2 hrs while conversions run automatically.
Manual
150 hrs
Automated
2 hrs
Payback
34.1 weeks
How It Works
Turn PDFs into structured spreadsheets with three simple steps
No installations. No storage headaches. BankStatement2CSV runs 100% in the cloud so you can convert, verify and download in minutes.
Upload your PDF
Drag & drop your bank statement into the secure upload box. Files never leave our encrypted environment.
AI converts instantly
Our AI-powered statement parser extracts every transaction, balance and descriptor with pinpoint accuracy.
Download Excel/CSV
Export clean Excel or CSV files in seconds—ready for accounting, tax filing, or business analysis.
Flexible credits for every conversion workflow
Whether you process a handful of statements or hundreds, pay only for the pages you convert. Unused credits roll over based on your plan.
Trial
FreeValidate statement conversions with included credits and instant exports.
Basic
StarterFor individuals converting occasional statements with built-in compliance.
Pro
PopularFor accountants and SMBs automating recurring statement conversions.
Business
TeamsFor finance teams processing high volumes with advanced governance.
Enterprise Security Standards
Trusted by Financial Professionals
AES-256 Encryption
Military-grade end-to-end encryption
SOC2 Type II
Security, availability & confidentiality audited
GDPR Compliant
Full GDPR data protection compliance
PCI DSS Level 1
Highest payment card industry standard
TLS 1.3 Secure
Encrypted sessions for every upload
Frequently Asked Questions
Everything you need to know before converting statements
From the BankStatement2CSV blog
Learn insights, audit checklists and guides to help you automate finance data management and stay ahead of compliance.
Ready to convert more statements?
Turn your PDFs into structured Excel or CSV today. No setup. No data entry. Just fast, secure AI conversion.
Get Started FreeLet’s coordinate your next batch of statement imports
Drop a note to request guided onboarding, partnership demos or newsletter updates. We’ll make sure the right teammate follows up.
Prefer direct email?
Reach us at contact@bankstatement2csv.com
- • Schedule an onboarding session tailored to your client workflow.
- • Ask about integrations, credits, or statement formats we support.
- • Opt-in to monthly release notes and automation guides.