Bank Statement Extract

Start by dropping one or more PDF statements into Bank Statement Extract, then set the columns you need and generate an Excel file you can work with right away. It’s typically used when transaction data must move from a static statement into a spreadsheet for checking totals, matching payments, or preparing reports without manual re-entry.

In day-to-day bookkeeping, you can pull dates, payee text, references, debits, credits, and balances into a consistent table, then sort, filter, and reconcile against your accounting system. For month-end close, teams often process several statement PDFs at once to create a single dataset for multiple periods or accounts, making it easier to spot missing entries and validate balances.

When different banks or clients send different layouts, you can tailor the extraction fields to match your preferred format and keep outputs consistent across sources. If a bank changes its statement design, you update the schema and run the conversion again to produce the same spreadsheet structure as before. The exported Excel files can then be used for audit sampling, cashflow tracking, lender documentation packs, or analytics models where clean, structured transaction rows are required. The service is intended for handling sensitive financial documents with secure processing while keeping the workflow fast and repeatable.