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
- Upload Your Bank Statement – Upload a PDF bank statement.
- Process with AI – Let our AI engine process and extract transactions.
- 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