ExtractFoxBank statement to Excel — convert PDF statements
Bank statement to Excel in one upload. Drop a digital or scanned PDF and get a clean spreadsheet: account details, statement period, opening and closing balances, and every transaction with date, description, amount, and running balance.
What should we pull from this bank statement?
Or pick specific fields
Or describe it yourself
Your document is processed, not collected
ExtractFox processes the file with its secure AI extraction engine, does not persist the document on its servers, and does not use your document or result to train AI models. Data is encrypted in transit with TLS.
Why this matters
Bank statements are the worst kind of PDF: tables that span pages, varying column orders, footers, and currency formats per bank. ExtractFox reads the whole document end-to-end and returns transactions in a stable shape regardless of which bank issued it. Mortgage underwriters and bookkeepers routinely face stacks of PDFs from Chase, Wells Fargo, and a regional credit union for the same client — each with a different column order and date format, and copy-paste from Acrobat drops running balances or stores amounts as text so SUM() returns zero. When you need 12 months of history for a loan file or a year-end close, manually rekeying hundreds of lines is the bottleneck — not finding the PDFs.
How it works
- Step 1Upload the statement PDF
Multi-page statements are supported. Up to 20 MB.
- Step 2Get a transaction table
Each transaction becomes one row with date, description, amount (negative for debits), and balance.
- Step 3Export to Excel for reconciliation
Download as .xlsx and reconcile, categorize, or pivot. Account metadata is on a separate sheet.
Fields extracted
bank_nameaccount_holderaccount_numbercurrencyperiod_startperiod_endopening_balanceclosing_balancetransactions[].datetransactions[].descriptiontransactions[].amounttransactions[].balanceCommon use cases
Sample output
Example output from a 2-page checking statement
| bank_name | First National Bank |
| account_holder | JANE DOE |
| account_number | ****6721 |
| currency | USD |
| period_start | 2026-03-01 |
| period_end | 2026-03-31 |
| opening_balance | 4128.55 |
| closing_balance | 3902.18 |
| date | description | amount | balance |
|---|---|---|---|
| 2026-03-02 | ACH PAYROLL DEPOSIT | 2400 | 6528.55 |
| 2026-03-04 | RENT PAYMENT | -1850 | 4678.55 |
| 2026-03-15 | ATM WITHDRAWAL | -200 | 4478.55 |
Frequently asked questions
How do I convert a bank statement PDF to Excel?+
Upload the PDF on this page and click Extract. Every transaction becomes a row with date, description, amount, and balance. Download the .xlsx — that's the full bank statement to Excel flow in one step.
Does it work for any bank?+
Yes. There's no per-bank template. The model recognizes the transaction table even when columns, headers, or layouts differ between banks.
Can it handle multi-page statements?+
Yes. Long statements with transactions spanning many pages are stitched together into a single ordered list.
Are amounts returned as numbers I can sum in Excel?+
Yes. Amounts are numeric, with debits negative and credits positive. Currency is reported once, at the statement level.
Does this work for credit-card statements too?+
Yes. Credit-card statements parse into the same schema — purchases come in as positive amounts, payments and credits as negative. The opening and closing balance fields capture the statement balance.
How does this compare to manually exporting CSV from online banking?+
Online-banking CSV exports are usually only available for a limited window and miss the running balance. ExtractFox parses the actual PDF statements your bank issues — useful for years-old archives, mortgage applications, and bookkeeping catch-up.
Can I combine transactions from multiple bank statements into one sheet?+
Run extraction on each statement PDF and download as Excel. The stable schema means you can stack the transaction rows from multiple files into one workbook — account metadata from each statement lands on its own header strip so you can keep banks separate or merge as needed.
Does it preserve the running balance column?+
Yes. Each transaction row includes the running balance as printed on the statement, returned as a number. If your bank omits the balance column on certain pages, those rows return null for balance rather than guessing.
What is bank statement extraction?+
Bank statement extraction reads a statement PDF and returns structured transaction rows — date, description, signed amount, and running balance — plus account metadata. ExtractFox handles any bank layout without per-bank templates.
How do I extract data from bank statements automatically?+
Upload each statement PDF, download Excel or CSV, and stack the transaction tables. The schema is identical across banks, so you can concatenate months or accounts in one workbook without reformatting columns.
Is there bank statement to Excel software?+
Yes — ExtractFox is bank statement to Excel software that works in the browser. No Tabula, Camelot, or Python setup. Upload a PDF from any bank and download a .xlsx with transactions as rows and amounts as numbers you can SUM().
How do I convert a PDF bank statement to Excel for free?+
Use this free online bank statement to Excel converter: upload the PDF, extract, and download .xlsx. No signup for your first extraction. Multi-page statements and scanned PDFs are supported.
How to convert bank statement to Excel without copy-paste?+
Upload the statement PDF here instead of opening it in Acrobat. The converter reads the transaction table across all pages and exports one Excel sheet — debits negative, credits positive, running balance preserved.