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Trusted by 450+ professionals

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.

Get it from the Google Workspace Marketplace
11K+
Transactions extracted
97%
Accuracy rate
<30s
Processing time
statementdesk.com

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.

AI-PoweredUnder 30 secondsBatch support

Bank-Level Security

End-to-end encryption with automatic file deletion after processing. Your financial data never stays on our servers.

SOC 2 compliant

Multiple Export Formats

Export as Excel (.xlsx), CSV, or directly to Google Sheets — perfectly 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. Work with your financial data across Google's productivity suite. Share converted statements with your team instantly — no manual uploads or file attachments needed. Ideal for cloud-first accounting practices.

Get it on Marketplace

Xero 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, cutting month-end processing time significantly.

97% Accuracy Rate

Our AI accurately 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 any items that need attention.

200+
Banks supported
11K+
Transactions processed
97%
Accuracy rate

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 — no special setup or pre-processing required. Just upload and let the AI do the work.

OCR TechnologyImage PDFs95%+ Accuracy

Supports All Major Banks

Our AI recognizes and accurately processes statements from hundreds of financial institutions

Chase Bank
Bank of America
Wells Fargo
Citibank
Capital One
US Bank

+ 200 more banks and credit unions supported

Integrations

Connect with your favorite tools

Export your converted data directly to the accounting and productivity tools you already use.

Live

Google Sheets

Export directly to a new or existing spreadsheet

Install from Marketplace
Live

Google Drive

Save converted files directly to your Drive

Install from Marketplace
Live

Xero

Sync transactions with automatic categorization

Learn more
Live

QuickBooks

Export transactions in IIF format

Learn more
Coming soon

FreshBooks

Import transactions into FreshBooks

Coming soon

Wave

Sync 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.

Drag & dropAll major banksEncrypted upload
02

AI Extracts Your Data

Our AI reads every transaction — dates, amounts, descriptions, balances — and categorizes them automatically.

97% accuracyAuto-categorizationOCR for scans
03

Download or Export

Get a clean Excel or CSV file instantly, or export directly to Google Sheets, Xero, or QuickBooks.

Excel & CSVGoogle SheetsXero & QuickBooks
Live demo

See the difference

Watch a real bank statement get transformed into a clean, organized spreadsheet — automatically.

Unstructured PDF → clean spreadsheet
Transactions auto-categorized
Files deleted after processing

Ready to get started?

Join 100+ professionals 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

$0/month

No credit card required

  • 3 free conversions
  • Up to 400 transactions per file
  • Files up to 10MB
  • Basic CSV export
  • Email support
  • Basic AI recognition
Most Popular

Professional

For accountants and small businesses

$19/month

Cancel anytime

  • 1,000 transactions/month
  • Up to 500 transactions per file
  • Advanced AI recognition
  • Scanned PDF support (OCR)
  • Google Sheets integration
  • Xero integration (single file export)
  • Bulk processing (up to 10 files)
  • AI transaction categorization
  • Merchant name normalization
  • Priority support

Business

For teams and growing companies

$49/month

Cancel anytime

  • 5,000 transactions/month
  • Up to 1,000 transactions 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)
  • Bulk export to Xero (multiple files)
  • Dedicated support
Business+
Coming Soon

Inbox Autopilot

Connect your Gmail and we'll automatically detect, process, and export bank statement PDFs the moment they arrive.

$79/month
Everything in Business
Inbox Autopilot — auto-detect & process statements from Gmail
10,000 transactions/month
Up to 1,000 transactions per file
AI cash flow forecasting
AI budget recommendations
Enterprise

Need unlimited conversions?

Custom integrations, on-premise deployment, and dedicated support tailored to your organization.

Unlimited transactions
Unlimited transactions 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.

Statement Desk has cut our bank reconciliation time by 80%. We process hundreds of statements a month and the AI accuracy is remarkable — even with scanned PDFs from smaller building societies.
Sarah Mitchell
Sarah Mitchell
Senior Accountant, BrightBooks Accounting
We switched from manual data entry and tried three other converters before finding Statement Desk. The Xero integration alone saves us hours every month-end. Absolutely worth every penny.
James Thornton
James Thornton
Practice Manager, Thornton & Associates
My clients send me statements from dozens of different banks. Statement Desk handles them all without any configuration. The automatic categorization is surprisingly accurate for a tool at this price.
Emily Carter
Emily Carter
Freelance Bookkeeper, Carter Financial Services
We manage 40+ rental properties and need to reconcile bank statements quickly. Statement Desk processes even our oldest scanned statements and exports directly to our accounting software. Game changer.
David Okonkwo
David Okonkwo
Finance Director, Meridian Property Group

FAQ

Frequently asked questions

Everything you need to know about converting bank statements with Statement Desk.

Statement Desk is an AI-powered web application that converts PDF bank statements into clean Excel, CSV, or Google Sheets spreadsheets. It is designed for accountants, bookkeepers, and finance professionals who need to extract transaction data quickly and accurately from bank statement PDFs without manual data entry.
Statement Desk uses a combination of advanced AI and OCR (Optical Character Recognition) technology to read your PDF bank statement, identify transaction rows, and extract dates, descriptions, amounts, and running balances. The AI engine understands statement layouts from over 200 banks, so it works without any manual configuration or template setup.
Statement Desk supports statements from over 200 banks and financial institutions including Chase, Bank of America, Wells Fargo, Citibank, Capital One, US Bank, PNC, TD Bank, Truist, and Discover. Our AI engine adapts to new statement formats automatically, so even statements from smaller banks and credit unions are processed accurately.
Statement Desk achieves 97% accuracy on average across all supported banks. The AI cross-validates extracted amounts against the running balance column on your statement to catch discrepancies. Each transaction receives a confidence score so you can quickly review any items that may need manual verification.
Yes. Statement Desk includes built-in OCR technology that processes scanned, photocopied, faxed, and mobile-photographed bank statements. Scanned PDF conversion achieves 95%+ accuracy. No additional software or setup is required — simply upload your scanned PDF the same way you would a digital one.
You can export your converted statement as an Excel (.xlsx) file, a CSV file, or directly to Google Sheets. Business plan users can also export transactions directly to Xero with automatic categorization and bank account matching. All exports are formatted and ready for import into accounting software like QuickBooks, Xero, Sage, and FreshBooks.
Absolutely. Statement Desk uses bank-level AES-256 encryption for all file transfers and processing. Your uploaded PDFs are automatically deleted from our servers after processing is complete. We never store your financial data permanently, and all connections are secured with TLS 1.3 encryption. We are SOC 2 compliant.
Yes. You can sign up for a free account and convert up to 3 bank statements at no cost — no credit card required. This lets you test the accuracy and speed of our conversion engine on your own statements before choosing a paid plan.
Most digital PDF bank statements are converted in under 30 seconds. Scanned or image-based PDFs take slightly longer due to the OCR processing step, typically 1 to 2 minutes. Large statements with hundreds of transactions may take up to 3 minutes. You can continue using the app while conversion runs in the background.
Yes. Statement Desk offers a direct Xero integration that lets you export converted transactions straight into your Xero account with automatic categorization and bank account matching. For QuickBooks, you can export as a CSV or Excel file formatted specifically for QuickBooks import. A Google Workspace add-on is also available for exporting directly to Google Sheets.