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Finance tools

Finance tools

Privacy-first utilities for accountants, small businesses, and personal finance. Your files are processed in your browser and, on this site, are not uploaded to our servers.

Runs in your browser Clean Excel/CSV export

Bank Statement PDF to XLSX

Convert a bank statement PDF into a clean Excel workbook: debit/credit, balance, transaction type, category, monthly summary, and a review report. Browser-first.

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Before you start

A converted statement is a working copy for bookkeeping, budgeting or handing to an accountant. It is not a bank record, and nothing on this page is tax, accounting or financial advice. The converter checks every row against the running balance and lists the rows that do not add up in a Review Flags sheet, so start there, then compare the totals with the PDF.

Statements downloaded from online banking convert best, because the text is already in the file. A scanned or photographed statement has to be read with OCR, which can misread digits, so check every amount against the original. A value the tool cannot read is left blank rather than guessed.

How the converter reads a statement

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