Upload a Relay PDF statement and get a clean Excel (.xlsx) or CSV file with every transaction in its own row, ready for bookkeeping, Profit First reviews, and tax prep.
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Relay is the no-fee business banking platform a lot of agencies, ecommerce sellers, and Profit First practitioners run on, partly because you can open up to 20 checking accounts and split income across them. Banking services and FDIC insurance come through Thread Bank and Evolve Bank & Trust, Members FDIC, with an insured cash sweep up to $3 million. Relay does let you download live transactions as CSV or OFX, which is handy for day-to-day bookkeeping. The official monthly statement, though, is a PDF, and that is the document an auditor, a lender, or your accountant actually asks for. When you need that statement as data (to total it, filter it, or reconcile it against your books) the PDF fights you. This converter turns the Relay statement PDF back into clean rows you can work with.
Date, description, amount, and balance land in their own columns so you can sort, total, and categorize without retyping a single Relay transaction.
Built-in OCR pulls transactions out of scanned or forwarded statements, so a bookkeeper who only received the PDF can convert it, no dashboard login needed.
Amounts and balances are preserved line by line, so the export reconciles against the opening and closing balances printed on your Relay statement, which matters for audits.
Four steps, no software to install.
In Relay, open Settings, go to Statements, choose the account and month, and download the statement as a PDF.
Drop the PDF into the converter at the top of this page. Password-protected files are detected on upload.
The transactions are read into rows. Check the preview and pick the columns you want to keep.
Download a clean .xlsx or .csv file, ready for QuickBooks, Xero, NetSuite, or your own spreadsheet.
Turn a client's monthly Relay PDFs into import-ready files when you do not have dashboard access.
Pull activity from each of the Relay accounts into one spreadsheet to check allocation percentages.
Convert a full year of statements into Excel for cash flow checks, owner pay, and quarterly taxes.
Get the official statement into structured data for loan reviews, audits, and diligence.
Checking and savings accounts carry different line types, and Relay users often run several accounts at once. The converter keeps the detail intact so nothing has to be re-entered by hand.
Export to Excel (.xlsx) for analysis or CSV for clean imports. The CSV maps neatly into accounting tools so you can bring Relay activity straight into your books.
Download the monthly statement as a PDF from Relay under Settings then Statements, then upload it to the converter at the top of this page. It reads each transaction into rows and lets you export a clean Excel (.xlsx) or CSV file. The whole process takes about a minute per statement and needs no software install.
In Relay, open Settings and go to Statements, then pick the account and the month you need and download the PDF. You can also have statements emailed to you. Once you have the PDF, upload it here to turn it into Excel or CSV for your books, even if you do not have login access to the account.
The dashboard CSV is a live transaction download, which is great for daily bookkeeping. The PDF statement is the official monthly record auditors, lenders, and accountants ask for, it is tied to a fixed statement period, and it carries the opening and closing balances. Converting that statement gives you those same authoritative figures as structured data you can total, filter, and reconcile.
Yes. The converter exports a clean CSV with dates, descriptions, amounts, and balances in separate columns, which maps into QuickBooks, Xero, NetSuite, or any tool that imports bank transactions. You pick the columns you want before downloading, so the file matches the import format your accounting software expects.
Yes. Relay users often run multiple checking accounts for Profit First style allocations. You can convert each account's statement and the exports use the same column layout, so they stack into a single spreadsheet. That makes it easy to see total income, owner pay, taxes, and operating spend side by side across every account.
It handles both. Built-in OCR reads scanned or forwarded statements, not just clean digital downloads. Password-protected PDFs are detected the moment you upload them, so you can unlock the file and convert it without losing any transaction detail along the way.
Files are encrypted in transit and at rest, and access is controlled during processing. Conversions run in isolated environments, and there is an option for zero data retention so your statement is not kept after you download the result. Your account data stays private.
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Working across more than one tool? If you collect supplier or expense receipts alongside your Relay activity, you can pull the line items out of them with an invoice and receipt data extractor, and for one-off PDFs that are not bank statements there is a general PDF to Excel converter that handles tables of any kind.
Get started converting bank statements to spreadsheets.
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$288 yearly
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| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion across your team with automation.
USD
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$888 yearly
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| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise‑grade bank statement conversion and controls.
USD
per month
billed as
$ yearly
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
