Upload your bank statement
Morgan Stanley Wealth Management PDFs often mix brokerage cash‑sweep activity, wire advice, journals and card payments on the same statement. Copy‑paste breaks column alignment and loses running balances. BankXLSX produces clean spreadsheets ready for close and analytics.
Purpose‑built models trained on North American bank formats deliver clean columns for reconciliation and analytics.
Download spreadsheets that match common import templates and pivot‑table workflows.
Secure connections and short‑lived processing. You remain in control of your data.
Upload your PDF statements from Morgan Stanley online banking or mobile app.
We parse dates, descriptions, references, debits, credits and running balances with OCR for scans.
Export your results to Excel (XLSX) or CSV and import into your finance stack.
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Use cases: month‑end close, audit schedules, cash‑flow analysis, expense review, loan underwriting, diligence, tax prep.
Supported entries: ACH, wires, checks, card settlements, ATM/cash, interest, fees; consistent running balances.
Historical archives and multi‑account workflows supported with bulk conversion.
Checking, savings, credit card and corporate accounts.
Yes — we keep running balances and validate totals in Excel output.
Absolutely. Export results as Excel (XLSX) or CSV.
Yes, OCR reads scanned or photographed statements with strong accuracy.
