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Bank Statement Convert Product Information

Bank Statement Convert is an AI-powered tool that transforms PDF bank statements into Excel or CSV formats instantly. Powered by Llama 3 AI, it processes data locally for enhanced security and privacy, enabling fast, secure, and accurate statement conversion for accountants and financial professionals.


How It Works

  • Upload your bank statement (PDF).
  • Our AI engine analyzes the document, recognizes transactions, dates, and amounts.
  • Receive a perfectly formatted Excel or CSV file ready for financial analysis.
  • Data structure from the original statement is preserved and organized into a spreadsheet format.

Key Benefits

  • Quick, one-click conversion from PDF to Excel/CSV
  • AI-powered automated transaction categorization
  • Multi-bank format support and batch processing
  • Custom export templates and intelligent data extraction
  • Strong security: bank-grade encryption, immediate file deletion after conversion, SOC 2 Type II, GDPR/CCPA compliant

How to Use Bank Statement Convert

  1. Upload Your Bank Statement – Upload a PDF bank statement.
  2. Process with AI – Let our AI engine process and extract transactions.
  3. Download Your Excel/CSV – Retrieve a perfectly formatted file for analysis.

Target Users

  • Accountants and financial professionals handling multiple client statements
  • Financial analysts requiring rapid data access
  • Bookkeepers performing regular reconciliations
  • Tax professionals processing client documents

Features

  • One-click PDF to Excel/CSV conversion
  • Automated transaction categorization
  • Multi-bank statement format support
  • Batch processing capabilities
  • Custom export templates
  • Intelligent data extraction
  • Automatic currency recognition
  • Transaction pattern detection
  • Customizable output formats

Security & Compliance

  • Bank-grade encryption for all uploads
  • Immediate file deletion after conversion
  • SOC 2 Type II certified
  • GDPR and CCPA compliant

Pricing & Plans

  • Flexible pricing with plans suitable for occasional usage to high-volume processing
  • API access and enterprise solutions available
  • 30-day money-back guarantee for dissatisfaction

FAQ Highlights

  • What is Bank Statement Convert? A tool that converts PDFs to Excel/CSV with AI-based data extraction and formatting.
  • How accurate is it? High accuracy with automatic data recognition and structured output.
  • How to start? Sign up, upload PDF, process, and download the result.
  • Is it secure? Yes—encryption, immediate deletion, and high compliance standards.

Core Features

  • No manual data entry required
  • AI-driven transaction detection and categorization
  • Batch processing and multi-bank support
  • Customizable export templates
  • Local processing for privacy and security
  • API access for integrations