Convert PDF Bank Statements to Excel
Turn any PDF bank statement into a clean, analysis-ready Excel spreadsheet in seconds. No more copying and pasting rows one by one.
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Bank-level 256-bit encryption. Files are deleted immediately after processing.
Works with your software
DocNeat produces the exact CSV format each platform expects.
Three steps, under two minutes
No account needed for your first three conversions.
Upload your bank statement PDF
Drag and drop your PDF bank statement into the secure upload area above. DocNeat supports statements from all major banks including Chase, Barclays, HDFC Bank, NAB, and 45 others.
DocNeat extracts your transactions
Our AI identifies the transaction table, extracts every row including date, description, debit, credit, and running balance, and formats the data as a clean CSV.
Open in Excel
Download your CSV and open it directly in Excel. All columns are cleanly separated — ready for sorting, filtering, pivot tables, SUMIF formulas, and expense analysis immediately.
Why DocNeat for Excel
PDF bank statements are designed for printing, not analysis. You can't sort them, filter them, or run formulas on them. DocNeat extracts every transaction into a clean CSV that opens perfectly in Excel — with sortable columns, filterable categories, and data ready for pivot tables, charts, and expense tracking.
Technical specifications
| Output format | CSV (comma-separated values) |
| Compatible with | Microsoft Excel (all versions), Google Sheets, LibreOffice Calc, Numbers |
| Processing engine | DocNeat Financial OCR (v2.1) |
| Encryption | 256-bit AES (SSL Secured) |