How to Convert Bank Statements from PDF to Excel (Step-by-Step for Bookkeepers)
Ideal Audience: Bookkeepers, accountants, and finance professionals handling PDF statements regularly.
📌 Why Convert Bank Statements from PDF to Excel?
PDF bank statements are designed for viewing, not for working with data. If you're a bookkeeper or accountant, you know how frustrating it is to:
- Copy-paste transactions manually
- Reformat columns and dates
- Spot errors in totals or categories
By converting your PDF bank statements to Excel (.xlsx) format, you unlock:
- ✅ Editable transactions for categorization and reconciliation
- ✅ Easy import into your accounting software
- ✅ Faster monthly closing process
🧭 Step-by-Step Guide Using BankStatement-Convert.com
Step 1: Visit the Conversion Tool
Go to BankStatement-Convert.com, a specialized tool built for bookkeepers and accountants who need accurate Excel outputs from PDF bank statements.
💡 Tip: No signup required. Start converting right away.
Step 2: Upload Your Bank Statement (PDF)
Click the “Drag & Drop your bank statement here” section and select your bank statement file.
- The tool supports statements from most global banks
- Make sure your PDF is not password-protected or scanned too poorly
- It will take a couple of seconds to upload your bank statement.
Step 3: Click Convert to Excel
Once uploaded:
- Choose Excel (.xlsx) as the output format (default)
- Hit Export button to start exporting your bank statement
- Now you should notice that your credits are already being consumed
The service will extract transactions, dates, descriptions, and amounts into structured Excel tables.
Step 4: Download Your File
Once you click Export button:
- Your Excel format bank statement will be automatically downloaded.
- Open it in Microsoft Excel, Google Sheets, or your preferred spreadsheet tool
- You can now filter, categorize, or import into software like QuickBooks, Xero, or Sage (via Excel)
🛡️ Accuracy and Format Support Matter
Many tools fail when dealing with:
- Multi-column bank statements
- Unusual date formats
- Non-English banks
BankStatement-Convert.com is optimized to handle a wide range of formats across countries and banks.
🧠 Built with real-world accounting scenarios in mind.
🎯 Final Tips for Bookkeepers
- Store Excel conversions in a secure cloud folder (e.g., Google Drive)
- Label your files consistently: ClientName_Month_Year.xlsx
- Double-check totals and balances after import — automation still benefits from review
🚀 Try It Now
Converting bank statements no longer needs to be a chore.
👉 Visit BankStatement-Convert.com and get your first conversion done in less than 1 minute.
🆓 Free plan available — no credit card required
💼 Need to Convert Hundreds or Thousands of Pages?
If you’re a professional bookkeeper or accountant working with large volumes of bank statements, we’ve got you covered.
🌟 Our Paid Plans Offer:
- Start Plan: 500 pages/month – ideal for freelancers
- Business Plan: 1,000 pages/month – great for agencies or accounting firms
- Professional Plan: 4,000 pages/month – built for high-volume teams
- ✅ No hidden fees
- ✅ Use credits anytime
- ✅ Fast support
💸 We’re the most affordable PDF-to-Excel conversion service on the internet — priced for scale, without sacrificing accuracy.
View full pricing → BankStatement-Convert.com/pricing