ExtractFoxExtract data from bank statements
Turn any bank statement PDF or scan into a clean ledger: account info, statement period, opening and closing balance, and every transaction with date, description, amount, and running balance.
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.
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[].balanceSample 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 extract transactions from a bank statement PDF to Excel?+
Upload the statement here. Every transaction line is parsed into its own row with date, description, amount, and balance. Click Excel to download the spreadsheet.
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.