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Automatically convert bank statements to structured columns (date, description, debit/credit, running balance) for faster reconciliation and analysis, no manual data entry.
Convert bank statements to clean spreadsheets in minutes, no manual data entry.
Three steps to clean spreadsheet data
PDF or image statements from any bank. Bulk uploads supported.
AI parses bank statements to capture date, description, debit/credit, running balance and more.
Download to Excel or CSV, or push to your accounting system.
Your financial data is encrypted, access-controlled, and never stored longer than needed.
TLS 1.2+ in transit and AES‑256 at rest for all files and results.
Granular role‑based permissions and audit trails for every action.
Data minimization, short‑lived processing, and optional zero‑retention.
Support for SSO/SAML, DPAs, BAAs, and regional data residency (Enterprise).
Many banks deliver statements as encrypted, password-protected PDF files. BankXLSX handles them seamlessly, just enter the password when prompted and the converter does the rest.
Encrypted PDFs are detected instantly on upload. A simple password prompt appears, enter the password and extraction begins.
After unlocking, the full document preview loads so you can verify the right file before exporting.
Your password is used only to unlock the file for processing and is not retained after extraction is complete.
This document is password protected.
Unlike generic PDF tools, BankXLSX is purpose-built to recognize transaction tables, running balances, and banking layouts.
Purpose-built models handle noisy scans, multi-page statements and complex layouts.
Clean columns (date, description, amount, balance, currency) mapped consistently.
Encrypted in transit and at rest. Optional zero data retention for Enterprise.
Turn raw bank transactions into categorized financial reports with a single click. AI classifies every transaction into income and expense categories, so you get a complete P&L breakdown without manual work.
AI reads each transaction description and assigns it to a meaningful category, payroll, rent, revenue, transfers, and more.
Tell the AI what to focus on: separate business vs personal expenses, identify add-backs for EBITDA, flag owner draws, or any other analysis.
Merge months or accounts into one report for a complete financial picture across time periods.
Download categorized reports as Excel spreadsheets with every individual transaction listed under its category.
A bank statement converter transforms PDF or image statements into structured spreadsheets (XLSX/CSV) so you can reconcile faster with clean columns like date, description, debit/credit, and running balance.
You can download results as Excel (XLSX) or CSV. Bulk exports are supported for faster processing.
Yes. The converter is built to handle scanned and multi‑page statements, noisy images, and varying layouts from different banks.
Files are transferred over secure connections and stored safely. You can delete your data at any time.
Yes. If your bank statement PDF is password protected, BankXLSX will detect it automatically and prompt you for the password. Once entered, the file is unlocked and converted just like any other statement.
Need to pull in statements from a checking or savings account too? The bank statement converter reads any US bank format from one upload, and the PDF bank statement to Excel converter returns a clean XLSX with the same date, description, and amount columns.
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Get started converting bank statements to spreadsheets.
USD
per month
billed as
$288 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion across your team with automation.
USD
per month
billed as
$888 yearly
Choose speed vs accuracy when extracting
| 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 |
