Convert bank statements to Excel, CSV and JSON
statement.work turns a bank statement in any form (a PDF export, a scanned copy or a phone photo) into a clean table you can open in Excel, import as CSV or process as JSON. Pick the page that matches what you have and what you need.
Every conversion uses the same engine
Whatever you start with, statement.work reads the statement itself rather than relying on a template for each bank. Every transaction comes out with the same fields: date, description, amount and running balance, plus a category. The only thing that changes between the pages below is the input you have and the file you want at the end.
Find the right conversion
| You have | You want | Read |
|---|---|---|
| A PDF downloaded from online banking | A spreadsheet to review | PDF to Excel |
| A PDF downloaded from online banking | A file to import into software | PDF to CSV |
| A PDF, and a requirement for .xlsx specifically | A modern Excel workbook | PDF to XLSX |
| A paper statement run through a scanner | Searchable, structured data | Scanned statement OCR |
| A photo of a statement taken on a phone | A spreadsheet | Photo to Excel |
| Any statement | Data for a script, app or database | Statement to JSON |
All conversion pages
- Convert a bank statement PDF to Excel Turn bank statement PDFs into clean Excel spreadsheets with every transaction's date, description, amount and running balance in the right column. Any bank, any layout.
- Convert a bank statement PDF to CSV Convert bank statement PDFs into clean CSV files with consistent columns, ready to import into accounting software or any spreadsheet. Works with any bank's layout.
- Convert a bank statement PDF to XLSX Convert bank statement PDFs into .xlsx workbooks with real dates and numeric amounts, ready for formulas, filters and pivot tables. What XLSX adds over CSV.
- Scanned bank statement OCR Convert scanned bank statements into Excel or CSV with OCR built for statement layouts. How bank statement OCR works, why scans are harder than PDFs, and how to get a good scan.
- Convert a bank statement photo to Excel Turn photos of bank statements taken on a phone into clean Excel or CSV. How to take a photo that converts well, and how to check the result.
- Convert a bank statement to JSON Convert bank statement PDFs, scans and photos into JSON with typed dates and amounts for scripts, apps and databases. What the JSON looks like and when to use it over CSV.
Before you convert
- Use the original file when you can. A PDF downloaded from online banking has cleaner text than a scan of a printout of the same PDF.
- Keep the whole statement together. The opening and closing balances on the first and last pages are what you check the converted transactions against.
- Check the result against the statement. Opening balance plus deposits minus withdrawals should equal the closing balance. Our reconciliation guide shows the quick checks.
statement.work is in early access. If you work with statements from a particular bank, the bank pages describe what to expect from that bank's layout.
Questions
Which format should I convert my bank statement to?
Choose Excel (XLSX) if a person will review or work on the data, CSV if it is going into accounting software or another tool, and JSON if a developer or script will process it. See CSV vs XLSX for the details.
Do I need a different tool for scanned statements?
No. statement.work reads digital PDFs, scanned copies and phone photos the same way and produces the same columns from each.
Can I convert statements from more than one bank at once?
Yes. You can upload several statements together, and each comes out in the same consistent format whichever bank issued it.