Convert PDF Bank Statements to Excel, CSV & Xero
Transform messy PDF bank statements into clean, organized spreadsheets in seconds. AI-powered accuracy designed for accountants and finance teams.
- No credit card required
- 3 free conversions
- Bank-level encryption
- Originals auto-deleted after 30 days
- GDPR compliant
Works with 200+ banks including Chase, Bank of America, Barclays, HSBC, and more
- Transactions extracted
- 11K+
- Transactions extracted
- Accuracy rate
- 97%
- Accuracy rate
- Processing time
- <30s
- Processing time
Features
Everything you need to convert bank statements
Built for professionals who demand accuracy, security, and speed when working with financial data.
Lightning fast processing
Convert your PDF bank statements to Excel or CSV in under 30 seconds with our advanced AI technology. No waiting, no queues.
Bank-level security
Original PDFs are automatically deleted from our servers 30 days after upload. Your extracted transactions and exports remain in your account until you delete them. You can delete any file manually at any time.
GDPR compliant
Multiple export formats
Export as Excel (.xlsx), CSV, or directly to Google Sheets, formatted for accounting software. Professional plans include Xero export, and all formats are compatible with QuickBooks, Sage, FreshBooks, and other major platforms out of the box.
Google Workspace
Export directly to Google Sheets and Drive. Share converted statements with your team instantly, with no manual uploads or file attachments needed. Ideal for cloud-first accounting practices.
Get it on MarketplaceXero integration
Export transactions to Xero with automatic categorization and bank account matching. Converted transactions align with your Xero bank feeds for faster reconciliation. Business plan users can bulk-export multiple statements at once.
Client invoicing
NewBill your clients directly after processing their statements. Create draft invoices, track payment status, and manage your accounts receivable without leaving Statement Desk.
97% accuracy rate
Our AI extracts dates, descriptions, amounts, and balances from all major bank statement formats. Every extracted amount is cross-validated against the running balance column to catch discrepancies, and each transaction receives a confidence score so you can quickly review anything that needs attention.
- 200+
- Banks supported
- 11K+
- Transactions processed
- 97%
- Accuracy rate
Migration mode
NewSwitching a client to new accounting software? Upload all their overlapping bank statements at once. We consolidate, deduplicate, and hand you one clean file, ready to import into Xero or QuickBooks.
Scanned PDF support
Got a scanned or image-based PDF? Our OCR technology reads and extracts transactions with 95%+ accuracy. It handles photocopied, faxed, and mobile-photographed statements alike, with no special setup or pre-processing required.
Supports all major banks
Our AI recognizes and processes statements from hundreds of financial institutions.
Integrations
Connect with your favorite tools
Export your converted data directly to the accounting and productivity tools you already use.
Google Sheets
LiveExport directly to a new or existing spreadsheet
Install from Marketplace
Google Drive
LiveSave converted files directly to your Drive
Install from Marketplace
Xero
LiveSync transactions with automatic categorization
QuickBooks
LiveExport transactions in IIF format
FreshBooks
Coming soonImport transactions into FreshBooks
Wave
Coming soonSync with Wave accounting
Need a specific integration? Let us know
How it works
Three steps. That's it.
Go from PDF to structured spreadsheet in under 30 seconds.
- 01
Upload your PDF
Drag and drop your PDF bank statement or click to browse. We support files up to 50MB from any bank.
- 02
AI extracts your data
Our AI reads every transaction (dates, amounts, descriptions, balances) and categorizes them automatically.
- 03
Download or export
Get a clean Excel or CSV file instantly, or export directly to Google Sheets, Xero, or QuickBooks.
See the difference
Watch a real bank statement get transformed into a clean, organized spreadsheet, automatically.
- Unstructured PDF to clean spreadsheet
- Transactions auto-categorized
- Original PDFs auto-deleted after 30 days
Ready to get started?
Join the accountants and bookkeepers who convert their bank statements faster with Statement Desk.
Pricing
Simple, transparent pricing
Start with Professional for just $19/month. No contracts. Cancel anytime.
Free
Try it out, no credit card needed
No credit card required
- 3 free conversions
- Up to 400 rows per file
- Files up to 10MB
- Basic CSV export
- Email support
- Basic AI recognition
Professional
For accountants and small businesses
Cancel anytime
- 1,000 rows (transactions)/month
- Up to 500 rows per file
- Advanced AI recognition
- Scanned PDF support (OCR)
- Google Sheets integration
- Xero integration (single file export)
- Bulk processing (up to 20 files)
- AI transaction categorization
- Merchant name normalization
- Client invoicing (up to 10 active)
- Priority support
Business
For teams and growing companies
Cancel anytime
- 5,000 rows (transactions)/month
- Up to 1,000 rows per file
- Everything in Professional
- AI cash flow forecasting
- AI budget recommendations
- Spending trend analysis
- Financial assistant chatbot
- Multi-user access (up to 5 users)
- Unlimited client invoicing
- Bulk export to Xero (multiple files)
- Dedicated support
Add-on, one-time charge, not a subscription
Migration Mode
Switching a client to Xero or QuickBooks? Upload all their overlapping bank statements at once. We merge, deduplicate, and deliver one clean import-ready file. No manual cleanup, no missing transactions.
- Merge up to 2,500 transactions per client
- Auto-detects and removes duplicate entries
- Xero and QuickBooks ready on export
- Deduplication audit trail in every file
- Works alongside any subscription plan
- Per-client charge, not per month
Available to all accounts, no subscription required
Business+ Inbox Autopilot
Coming soonForward bank statement emails to your unique address and we'll automatically detect, process, and export the PDFs.
$79 /month
- Everything in Business
- Inbox Autopilot — forward emails to auto-process statements (coming soon)
- 10,000 rows (transactions)/month
- Up to 1,000 rows per file
- AI cash flow forecasting
- AI budget recommendations
Need unlimited conversions?
Custom integrations, on-premise deployment, and dedicated support tailored to your organization.
- Unlimited rows (transactions)
- Unlimited rows per file
- Everything in Business
- White-label options
- Custom integrations
- API access
Testimonials
Trusted by accountants and bookkeepers
See why finance professionals choose Statement Desk for bank statement conversion.
“This tool has been a huge time-saver for working with bank statements. Instead of manually entering data from messy PDFs, it quickly converts them into clean, well-organized spreadsheets that are actually usable. The AI does a great job recognising transactions, dates, and amounts with impressive accuracy. It can easily save hours of tedious data entry, making reconciliation and reporting much easier.”
“It effectively removed the noise from my FNB statements and retained only the transactions, which saved me from having to clean them up manually. Much easier to use than other products I've tried.”
“StatementDesk saves me hours every week. I didn't even expect to use the invoicing feature but now it's part of my regular workflow too. Really solid tool.”
FAQ
Frequently asked questions
Everything you need to know about converting bank statements with Statement Desk.