Convert a PDF bank statement to Excel, CSV or JSON for review, reconciliation and accounting imports.
DocuOCR reads PDF statements and scans into transaction dates, descriptions, amounts and balances. Capture the account number and statement period alongside the transactions, then check the extracted data against the original before using it in your books.
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Up to 50 files
The free demo extracts the first 5 files, the rest unlock when you upgrade
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Try your own PDF or scan in a one time demo. Confirm the detected fields before conversion.
Upload the source, confirm the fields, review the result and export the data for your workflow.
Choose a PDF bank statement or a scan with complete, readable pages. Keep the account details and statement summary with the transaction pages.
Check the detected columns for date, description, amount and balance. Include the account number and statement period where printed.
Compare the extracted rows with the original. Keep opening and closing balances in the output so you can reconcile credits and debits in your spreadsheet.
Export Excel, CSV or JSON. Review the required column mapping and date formats before importing into an accounting tool.
Account number
Statement period
Opening balance
Closing balance
Date
Description
Amount or separate debit and credit
Running balance where printed
Field outline only. Confirm the columns against your statement. Download as Excel, CSV or JSON.
Read the account context alongside the table. Available fields depend on what the bank prints on the statement.
For other financial records, see document data extraction software. For tables across other PDF types, see PDF table extraction.
Prepare editable statement data for bookkeeping, client accounts, lending reviews and finance operations.
Review statement transactions in Excel, check balances and prepare data for your accounting import.
Use consistent fields across client statements. Keep each client, account and statement period separate during review and export.
Extract transactions and statement balances for your own financial review. Compare the result with the original documents before using it in a lending assessment.
Prepare transaction data from multiple accounts for reconciliation and analysis. Review each account and period before combining exports.
Keep the printed opening and closing balances in the extraction. In Excel, compare the opening balance plus credits minus debits with the closing balance for that account and statement period.
A difference is a reason to check amount signs, missing pages, repeated rows and unreadable entries against the source. Review each account separately before combining data from multiple accounts.
Documents with multiple pages are supported. Starter has a document page limit, while Plus and higher plans include no document page limit and bulk upload for separate files.
Download Excel, CSV or JSON on every paid plan. Use CSV or Excel where your accounting tool accepts a spreadsheet import, and map the dates, descriptions and amounts to its required columns.
Plus and higher plans include a QBO export for bank transactions. Review the account details and transactions before importing the file into QuickBooks. For invoice and receipt imports, see convert invoices to QuickBooks.
Compare statement extraction pricing and review API options. REST API access starts with Pro.
Convert other PDF documents into editable spreadsheet data.
Extract rows and columns from PDF tables and scans.
Starter is $49 a month. Plus is $149 a month and adds bulk upload and QuickBooks export.
Extract named fields and tables from other financial documents.
Read about extraction for bank statements and other documents in a mortgage file.
Bank statements contain sensitive account details. DocuOCR checks access to extractions and requires an account for downloads. Choose which reviewed files you share with your accountant or import into your accounting software.
Questions about PDF bank statement conversion, scanned documents, balances and accounting exports.
A bank statement converter reads a PDF or scanned statement and turns its transaction table and account details into editable data. DocuOCR exports Excel, CSV and JSON so you can review dates, descriptions, amounts and balances without retyping each transaction.
Upload your PDF bank statement, confirm the fields to extract and review the result against the original pages. Download the Excel file, check the opening and closing balances and prepare the reviewed transactions for your accounting workflow.
Yes. DocuOCR reads scanned statements and statement images as well as PDFs with selectable text. Clear, complete pages make review easier. Check faint text, cropped rows, dates and amount signs against the source before using the export.
You can extract transaction dates, descriptions, amounts and running balances where printed, together with the account number, statement period and opening and closing balances. Confirm the detected fields before conversion. A field that is absent or masked in the source needs your review.
DocuOCR can include opening and closing balance rows in the extracted data. Use the Excel or CSV export to check that the opening balance plus credits minus debits matches the closing balance for the same account and period. Review any difference against the original statement before import.
Yes. DocuOCR supports documents with multiple pages. Keep the account number and statement period with the relevant transactions, and review each account separately. Starter has a document page limit. Plus and higher plans remove that limit and support bulk upload for separate statement files.
DocuOCR provides a bank transaction QBO file export on Plus and higher plans. Review the account details, dates and amounts before importing the file into QuickBooks. You can also download CSV or Excel and map the columns to the import format your accounting tool accepts.
Choose Excel for reviewing transactions and checking balances, CSV for a spreadsheet import into accounting software, or JSON for structured data processing. Match date formats, debit and credit conventions and account references to the destination before import. REST API access starts with Pro.
Starter costs $49 a month and includes Excel, CSV and JSON export. Plus costs $149 a month and adds bulk upload, no document page limit and QuickBooks export. A one time demo lets you try your own statement before choosing a paid plan.
Upload a PDF or scan, confirm the transaction fields and review the conversion. Choose a paid page allowance when you are ready to process statements regularly.
