Drop in any bank statement PDF — Chase, Wells Fargo, Bank of America, PNC, Citi, business or personal — and get a clean Excel file with one row per transaction. Date, description, debit, credit, and running balance, structured and ready to reconcile.
Convert your first statement — free
Copy a bank statement PDF into Excel and the columns collapse, dates fragment, and the running balance ends up in the description column. A 30-page business checking statement can take an hour to clean by hand — and you still have to verify every line.
It gets worse with mixed sources: native digital PDFs from Chase, image-based scans from a community bank, password-protected exports, even iPhone photos of paper statements. Generic PDF-to-Excel converters break the moment a row wraps, a column shifts, or OCR has to guess at handwriting.
PDFExcel reads bank statements the way an accountant does — by structure, not by pixel positions. Drop in a PDF, pick the columns you want, and download a clean spreadsheet. Multi-page statements stitch automatically. Running balances stay aligned across page breaks. Wrapped vendor names get rejoined into one row. Negative amounts stay negative.
It works on every common U.S. bank statement layout: Chase, Bank of America, Wells Fargo, Citi, PNC, US Bank, Capital One, TD, credit unions, business checking, savings, money market, and credit card statements. Scanned PDFs trigger built-in OCR — no separate workflow, no quality settings to tune. Need CSV instead of Excel or batch conversion for a whole folder? Same upload, different export.
Trained on hundreds of thousands of real bank statements — not a generic AI chatbot with a PDF plugin. The model knows what a running balance is supposed to do across pages and that a wrapped vendor name is one transaction, not two.
Most PDF-to-Excel tools either need template setup, an enterprise demo, or charge per page. PDFExcel is the opposite: smart enough out of the box, free to start, and you can use it in your browser in 30 seconds.
An Excel file with the columns you asked for, signed correctly, and ready to import into QuickBooks or your reconciliation workpaper.
| # | Date | Description | Debit | Credit | Running Balance | Reference |
|---|---|---|---|---|---|---|
| 1 | 03/02/2025 | Opening Balance | $24,318.42 | |||
| 2 | 03/03/2025 | ACH CREDIT — STRIPE PAYMENTS | $4,210.00 | $28,528.42 | ST-9831 | |
| 3 | 03/05/2025 | CHECK #1432 — Smithson HVAC | $1,875.00 | $26,653.42 | 1432 | |
| 4 | 03/08/2025 | ZELLE TO Acme Supply | $612.50 | $26,040.92 | ZL-4471 | |
| 5 | 03/11/2025 | WIRE TRANSFER IN — Acme Capital LLC | $15,000.00 | $41,040.92 | WIRE-203 | |
| 6 | 03/14/2025 | DEBIT CARD — UPS Store #2841 | $48.27 | $40,992.65 |
Bookkeepers running monthly close, CPAs cleaning up year-end, AP teams matching payments to invoices, controllers building cash-flow reports.
Closing books for 30 clients. Batch upload the whole stack of statements, export to CSV, import into QuickBooks. A full Monday's work, done before lunch.
Twelve months of scanned statements arrive as one ZIP. Get back a single workbook with one tab per month, ready for trial-balance prep.
Pull every check that cleared the operating account this month, match against open AP invoices using the Check Number column as the join key. No manual line-matching.
10 documents per month, free, forever. No credit card required, no trial expiration. If you need more, plans start at $69/month for 50 documents. You can cancel any time, and you'll never get charged unless you explicitly upgrade and add a card.
Yes. PDFExcel stitches multi-page statements into a single transaction list with the running balance preserved across page breaks. A 40-page business checking statement comes out as one continuous Excel sheet, with page headers and 'continued on next page' rows skipped automatically.
Built-in OCR runs automatically when there's no embedded text layer. Scanned statements, photos of paper statements, and faxed copies all work the same way as digital PDFs from your bank — same upload, same fields, same output.
Yes. Export as CSV with QuickBooks' expected columns (Date, Description, Amount, Memo) and import via Banking → File Upload. Our dedicated QuickBooks PDF import flow pre-formats the export so you skip column mapping entirely. Same approach works for Xero, FreshBooks, and Wave.
No. There's no demo, no sales call, no contract. Sign in with Google or Microsoft, upload a statement, and convert it. Your first conversion takes under a minute from the moment you land on the homepage.