Excel · XLSX

PDF to Excel Converter

Turn a PDF bank statement into a real Excel workbook: one row per transaction, with date, description, money out, money in and balance in their own columns. Works with 1,000+ banks, including scanned statements via built-in OCR. Your PDF is opened on your device, so the file itself is never uploaded.

Convert to Excel

Free preview · no sign-up, no card

How it works

How to convert a PDF bank statement to Excel

Drop your PDF bank statement onto PivotBank. It is opened on your device, so the file itself is never uploaded

Check the preview grid, where every row is verified against the statement’s running balance

Download the .xlsx file and open it in Excel, Numbers, LibreOffice or Google Sheets

A spreadsheet you can actually work with

Amounts arrive as numbers, not text, so SUM and pivot tables work without cleaning the column first
Dates in a real date column, read from the statement’s own format rather than guessed
Separate money out and money in columns, plus the running balance as printed
Balance verification on every row, so a page that failed to parse is obvious before you use the file
Scanned and photographed statements handled by OCR
Also exports CSV, JSON, and QBO, OFX and QIF for accounting software, from the same statement

Why not just copy and paste?

Copying a PDF table into Excel usually produces one column of text: amounts glued to descriptions, dates split across rows, and negative numbers that Excel reads as words. Fixing that by hand for a year of statements is where the afternoon goes, and every manual correction is a chance to introduce an error nobody catches.

PivotBank reads the statement’s structure instead of its appearance, so each field lands in its own typed column. Because the running balance is checked line by line, a missed row shows up as a mismatch rather than as a quietly wrong total.

Bank coverage

Which banks convert to XLSX?

All of them. The parser reads the layout of a statement rather than looking your bank up, so a bank with no guide of its own converts the same way. These are the guides people ask for most, each covering how to download that bank’s statement and what the converter extracts:

FAQ

PDF to Excel questions

Is converting to Excel free?

Yes, the preview is free with no account: the first 5 rows, checked against the balance. Every row, plus the accounting formats (QBO, OFX, QIF) and the spending analysis, are part of the one-time statement unlock.

Is my bank statement uploaded anywhere?

No. The PDF is opened on your device and the workbook is generated there; a scanned page is the exception, rendered on your device and sent as an image to be read. Only statements you explicitly unlock and save to an account are stored, and only as extracted transaction data, never the PDF.

Will the amounts be numbers or text?

Numbers. Money out and money in are separate numeric columns and the balance is numeric too, so totals, filters and pivot tables work on the file as downloaded, with no find-and-replace first.

What if my statement is a scan?

Scanned and photographed statements are handled by OCR: a scanned page is rendered on your device and the image is sent to be read. Quality varies with the scan, which is why the preview shows every row against the running balance before you download anything.

Which banks does it work with?

Over 1,000 worldwide, including Barclays, HSBC, Lloyds, NatWest, Monzo, Revolut, Chase, Bank of America and Wells Fargo. If a statement will not parse, tell us the bank and support usually ships a fix within a few working days.

Turn your statement into a spreadsheet

Free preview, no sign-up required. Convert the PDF, check the transactions against the balance, then unlock and download the Excel file.

Start Converting