Can I convert a bank statement PDF to Excel?

Yes. Parsinto can export extracted bank statement data to Excel, including transaction tables and summary fields. This is useful for reconciliation, bookkeeping, lending review, and financial analysis.

Bank Statement Extraction Software

Parsinto extracts transaction tables, dates, descriptions, debit and credit amounts, balances, and account details from bank statement PDFs and scans. Review the data, then export clean CSV, JSON, or Excel files for reconciliation, reporting, lending, or automation.

Bank statement to ExcelBank statement to CSVScanned PDF OCRTransaction table extractionReusable templates

Try the software See How It Works

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Source Statement

Extracted JSON

Processing...

{
  "bank_name": "Chase",
  "account": "••••7842",
  "statement_period": {
    "start": "2026-02-01",
    "end": "2026-02-28"
  },
  "transactions": [
    {
      "date": "2026-02-14",
      "desc": "AMAZON.COM",
      "debit": 49.99
    },
    ...
  ]
}

Manual Bank Statement Processing Is Costing You Hours

Every month, finance teams waste hours copying transaction data from PDFs into spreadsheets. Bank statement extraction software replaces that manual work with a repeatable workflow for OCR, review, export, and automation.

15–30 min

spent manually per statement

CSV / Excel

structured exports for finance teams

Batch

processing for recurring monthly statements

Bank Statement Extraction Software

Extract bank statement data into the format your team needs

Parsinto is built for bank statement data extraction workflows: transaction tables, account metadata, statement periods, balances, and structured exports for finance, lending, accounting, and operations teams.

Bank statement to Excel

Export transaction rows, dates, descriptions, amounts, balances, and summary fields into a spreadsheet your finance team can review.

✓Monthly reconciliation
✓Client bookkeeping
✓Financial analysis

Bank statement to CSV

Create clean CSV files for accounting imports, databases, reporting workflows, and spreadsheet models.

✓Accounting imports
✓Data cleanup
✓Cash flow reports

Scanned statement OCR

Use AI-powered OCR to read image-based bank statements and turn them into structured transaction data.

✓Scanned PDFs
✓Image documents
✓Multi-page statements

How It Works

Three steps to structured bank statement data

Upload bank statement PDFs

Add digital, scanned, or multi-page bank statements to a Box. Group similar statements together for repeatable extraction.

AI reads transactions and balances

Parsinto identifies transaction rows, dates, descriptions, debit and credit amounts, balances, statement periods, and account details.

Export CSV, Excel, JSON, or PDF

Review the extracted data, then export it for reconciliation, accounting imports, reporting, or automation workflows.

Extracted Fields

Every Field. Every Transaction. Every Time.

Parsinto extracts all structured fields from any bank statement format no matter the bank, layout, or number of pages.

Try on Your Statement

Field	Example Output
Transaction Date	2026-02-14
Description / Merchant	AMAZON.COM PURCHASE
Debit Amount	$49.99
Credit Amount	$2,400.00
Running Balance	$3,240.18
Statement Period	Feb 1 – Feb 28, 2026
Account Number	••••7842 (masked)
Bank Name	Chase Bank
Currency	USD

Universal Compatibility

Works With Every Bank No Template Setup

Because Parsinto uses zero-shot AI, it reads and understands any bank statement format on first sight no training, no configuration, no rules to maintain.

ChaseBank of AmericaWells FargoCitiTD BankPNC BankCapital OneBarclaysHSBCUS BankTruistAlly Bank+ 500 more

Digital Bank Statement PDFs

Text-based PDFs from any online banking portal — extracted with highest fidelity in under 1 second.

Scanned / Image-Based Statements

Photographed or photocopied statements processed through AI-OCR that reads layout, columns, and context — not just characters.

Multi-Page Statements

10, 50, or 200-page statements processed as a single document — all transactions extracted in sequence with no page-break errors.

Flexible Exports

Export to Any Format

.csv

CSV

Open directly in Excel or Google Sheets. Perfect for accountants, bookkeepers, and financial analysts.

✓Google Sheets
✓Microsoft Excel
✓QuickBooks
✓Xero

.json

JSON

Structured, machine-readable output ideal for API pipelines, data warehouses, and developer workflows.

✓REST APIs
✓Data Warehouses
✓Python / Node.js
✓PostgreSQL

.excel

Excel

Pre-formatted .xlsx file with separate sheets for transactions, summary, and metadata.

✓Month-end Close
✓Audit Reports
✓Board Reporting
✓Tax Filing

Who Uses It

Built for Teams Who Process Documents at Scale

Accountants & Bookkeepers

Automate month-end reconciliation, expense categorization, and audit trails. Process 100 client statements in the time it used to take to do one.

ReconciliationExpense TrackingAudit

Fintech & Lending Teams

Automate income verification, KYC/AML compliance, and cash flow analysis. Extract structured transaction data from applicant bank statements in milliseconds.

Income VerificationKYC/AMLCredit Analysis

Developers & Data Engineers

Call the REST API, receive structured JSON, pipe it into your data warehouse. Zero setup, no training data required — works out of the box on any statement format.

REST APIJSON OutputBatch Processing

Finance & Operations Teams

Build automated cash flow dashboards, monitor vendor payments, and flag anomalies — without touching a single PDF manually.

Cash FlowVendor PaymentsDashboards

The Difference

Parsinto vs. Manual Processing

Metric	Manual	Parsinto AI
Time per statement	15–30 min	Under 3 sec
Review workflow	Spreadsheet cleanup	Built in
Scanned PDFs	❌	✅
Any bank supported	Manual setup	✅ Zero-shot
Batch processing	❌	✅ Unlimited
Export formats	Manual copy	CSV, JSON, Excel
API access	❌	✅ REST API
Setup required	Hours per bank	None

Extract Your First Bank Statement

Upload any PDF and see structured JSON or CSV output in under 10 seconds. No account required to try.

Try It Now

FAQ

Frequently Asked Questions

What is bank statement extraction software?

Bank statement extraction software converts bank statement PDFs and scans into structured transaction data. Parsinto extracts dates, descriptions, debit and credit amounts, balances, account details, and statement periods so teams can export the results to CSV, Excel, JSON, or PDF.

Can Parsinto extract data from scanned bank statements?

Yes. Parsinto uses AI-powered OCR that reads both digital text-based statements and scanned image-based bank statement PDFs. Clearer scans generally produce better results, but the workflow is designed for real-world financial documents.

Which banks are supported?

Any bank worldwide. Chase, Bank of America, Wells Fargo, Citi, TD Bank, PNC, Capital One, Barclays, HSBC, and 500+ more. Because it uses zero-shot AI, no bank-specific templates are ever needed.

How do I convert a bank statement PDF to CSV?

Upload your PDF to Parsinto, confirm the fields you want, and run extraction. The AI extracts transactions, dates, descriptions, amounts, and balances, then you can export the result as CSV.

How do I convert a bank statement PDF to Excel?

Use Parsinto to extract transaction rows and statement metadata, then export the result as an Excel file. This is useful for reconciliation, underwriting, bookkeeping, and monthly reporting.

Is my bank statement data kept private and secure?

All uploaded documents are encrypted in transit and at rest. Parsinto does not store or share your financial data. Files are permanently deleted immediately after extraction.

Can I process multiple bank statements at once?

Yes. Batch processing lets you upload multiple bank statements to one Box and apply the same extraction template across similar files.

What is the difference between OCR and AI bank statement extraction?

Traditional OCR converts pixels to raw text. AI extraction understands the meaning of each field — it classifies transactions, maps amounts to debit/credit columns, and outputs clean structured data with zero post-processing.

How do I extract data from bank statements automatically?

Create a reusable bank statement extraction template in Parsinto, upload statements to the same Box, and export the extracted data as CSV, Excel, JSON, or PDF.

Does it work with bank statements in other languages?

Yes. Parsinto supports multilingual statements including English, French, German, Spanish, Arabic, and more — the AI understands document structure regardless of language.

PRICING

Simple, transparent pricing plans.

Mini

For small teams.

$10/mo

1 credit = 1 page
100 credits / mo
90 days Document Retention
Priority email support

RECOMMENDED

Advanced

For advanced users.

$49/mo

1 credit = 1 page
600 credits / mo
90 days Document Retention
Priority email support

Pro

For growing teams.

$199/mo

1 credit = 1 page
10,000 credits / mo
invite your team
Extended Document Retention
Priority email support
Can buy more credits

Enterprise

For large organizations.

Custom

Unlimited documents
Unlimited storage
Dedicated account manager
Custom SLAs

See your Return on Investment

Manual data entry costs roughly ~$2.50 per invoice in labor. At 500 invoices/month, Parsinto saves you ~$1,150 every month compared to manual entry.

What is a page?

1 PDF containing 50 pages counts as 50 units. We only charge for successfully processed pages.

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Use bank statement extraction software instead of manual entry

Parsinto extracts transactions, balances, dates, descriptions, and statement details from bank statement PDFs and scans, then exports structured data to CSV, Excel, JSON, or PDF.

✓ Starts at $10/mo · ✓ Cancel anytime · ✓ CSV and Excel export · ✓ Scanned PDF OCR

Start Extracting See Pricing