Which banks does Bank2Excel support?

Bank2Excel parses printed bank statement layouts, so it works across major banks and countries without per-bank setup.

What output formats does Bank2Excel support?

Bank2Excel exports Excel, CSV, QuickBooks CSV, Xero CSV, QBO, OFX, and JSON.

Does Bank2Excel check reconciliation?

When balances are present, Bank2Excel compares opening balance plus included transactions against the closing balance before export.

Bank2ExcelConvert a statement

For bookkeepers, CPAs, and finance teams

Bank statement converter for Excel, CSV, QBO, and Xero.

Turn PDF bank statements into reviewed transaction data with reconciliation checks before export. Built for cleanup work, catch-up bookkeeping, and month-end close.

Convert a statement Try sample statement

No credit card for first conversionBalance checks before export

1. Upload

2. Extract

3. Review

4. Export

Statement batch

processing

Chase checking

Mar 1-31, 2026

100%

BofA business

80% extracted

80%

Wells Fargo card

balance check running

42%

Transactions

127

Accounts

Status

Reconciled

PDF statements to extracted rows to reviewed exports

99.9%

target field-level accuracy

<30s

typical statement turnaround

export formats supported

Any

bank, country, or layout

From PDF statement to accounting-ready export.

Bank2Excel keeps the workflow plain: upload a statement, review the extracted rows, confirm reconciliation, then export to the format your accounting system accepts.

Upload

PDF statements, scanned or digital

Extract

Transactions, balances, account period

Review

Edit rows, exclude noise, check totals

Export

Excel, CSV, QBO, OFX, QuickBooks, Xero

Try the workflow

Upload one statement and inspect every row before you export.

Start with your own PDF, or open a sample review workspace first. The flow is built so you can inspect extracted rows, confirm balances, and export only when the data is ready.

Try sample statement Sample QuickBooks CSV

First conversion

Upload, review, export

1. Upload PDF

2. Review rows

3. Export file

Drop your bank statement PDF here

Digital or scanned PDF, up to 25 MB. Password-protected files are supported.

Try sample statement

Private storage

Balance check

7 export formats

Review table built for bookkeeping cleanup.

Keep or exclude rows, add missing transactions, split debit and credit views, search noisy descriptions, and export only the reviewed set.

Opening + included activity = closing balance

QuickBooks, Xero, Excel, QBO, OFX, CSV, JSON

Designed for statement batches and catch-up work

Opening

24,900.00

Net change

+7,396.67

Closing

32,296.67

Difference

0.00

Date	Description	Amount	Balance
2026-01-03	Client payment ACME Co	+4,200.00	29,100.00
2026-01-08	Office Depot	-248.33	28,761.67
2026-01-22	Bank service fee	-15.00	32,296.67

Excel

.xlsx rows with balances and categories

QuickBooks

QuickBooks CSV and QBO-style files

Xero

Xero CSV and OFX workflow exports

CSV / JSON

Clean fallback formats for any pipeline

Encrypted storage

Uploaded statements are stored privately and can be deleted when you finish the review.

No training on client files

Documents are processed for extraction and review workflow only, not sold or reused as training data.

Reconciliation first

When balances are printed, Bank2Excel flags mismatches before you download imports.

Convert the next statement before your next cleanup session.

Start with one file, inspect the rows, and decide if the output is clean enough for your workflow.

Convert a statement View pricing