Financial statements
Bank and credit-card PDFs
Extract transactions, check running balances, and export Excel, CSV, or QuickBooks-ready rows. Process one statement free or combine a paid batch.
Built for statement cleanup and accounting review
Turn statement PDFs into rows you can actually review.
Extract transactions from bank and credit-card statements, check the running balance, and download clean Excel, CSV, or QuickBooks-ready rows.
One file freeNo sign-up requiredAI is optional
Statement conversion preview
Balance checkedBank statement.pdfPage 1
Transaction activity
06/03ACME MARKET84.27-4,215.73
06/05PAYROLL DEP2,450.006,665.73
06/06MONTHLY FEE12.00-6,653.73
Ending balance$6,653.73
Reviewable rowsExcel / CSV
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 06/03/26 | ACME MARKET | 84.27 | - | 4215.73 |
| 06/05/26 | PAYROLL DEP | - | 2450.00 | 6665.73 |
| 06/06/26 | MONTHLY FEE | 12.00 | - | 6653.73 |
Two focused tools
Start with the source you have.
The financial tool understands statement transactions and balances. The table tool handles everything else without pretending every PDF is an accounting document.
Open financial tool
General tables
PDF or image to Excel
Convert a table from a PDF, PNG, JPG, or WebP into Excel or CSV. Try one file free and choose paid AI only if the file needs extra help.
A simple free-first workflow
Upload your file, review the result, and download it or ask AI for extra help.
1. Upload
Choose the right tool and upload one PDF or image.
2. Convert it free
Review and download the result if it looks right.
3. Use AI only if needed
If the file needs extra help, sign in and choose whether to use AI credits.
Specific converters
Choose the exact conversion you need. Every option uses one of the same two simple tools.
Bank statement converters
Convert PDF bank statements, scanned statements, and credit-card statements into files you can review.
- Bank Statement to Excel ConverterExtract transactions from PDF bank statements into clean Excel files for reconciliation, bookkeeping, and monthly cleanup.
- Bank Statement to CSV ConverterTurn bank statement PDFs into import-ready CSV files with clean transaction rows, consistent columns, and review-ready amounts.
- PDF Bank Statement to ExcelExtract transaction tables from PDF bank statements into Excel with dates, descriptions, amounts, and balances.
- Scan Bank Statement to ExcelConvert a scanned bank statement to Excel free, then choose AI only if the file needs extra help.
- Credit Card Statement to ExcelExtract credit card statement transactions into Excel for expense review, categorization, reconciliation, and monthly bookkeeping cleanup.
QuickBooks import prep
Pages focused on QuickBooks-ready CSV cleanup before importing old or missing bank activity.
- Bank Statement to QuickBooks CSVExtract transactions from bank statements and export a CSV formatted for QuickBooks import and bookkeeping review.
- Bank Statement to QuickBooks Online CSVTurn bank statement PDFs into reviewed CSV transaction rows prepared for QuickBooks Online import and cleanup.
- QuickBooks Bank Statement CSVExtract bank statement transactions into a simple CSV format for QuickBooks review, import, and reconciliation workflows.
- Upload Bank Statements to QuickBooks OnlineConvert PDF bank statements into structured CSV files you can review, clean, and prepare before importing into QuickBooks Online.
General PDF tables
Convert reports, invoices, and other PDF tables into Excel or CSV.
- PDF to Excel ConverterConvert PDF tables, reports, statements, and invoice rows into Excel files with a preview before downloading.
- Extract Tables from PDF to ExcelPull table rows and columns out of PDF reports into Excel so the data can be reviewed, cleaned, filtered, and analyzed.
- Extract Data from PDF to ExcelPull structured rows from PDF reports, statements, and tables into Excel for cleanup, analysis, reconciliation, and spreadsheet review.
- PDF Table to Excel ConverterConvert tables trapped inside PDFs into clean Excel sheets with useful columns for review, cleanup, reporting, and analysis.
- Invoice PDF to ExcelExtract invoice line items, vendor details, dates, and amounts from PDFs into clean Excel tables for review and payment tracking.
Guides
Practical help for statement and table conversion.
6 min read
How to Convert a Bank Statement PDF to Excel
A practical workflow for turning PDF bank statements into clean Excel rows for reconciliation, bookkeeping, and monthly cleanup.
7 min read
How to Import Bank Statements into QuickBooks
How to prepare PDF bank statements as reviewed CSV files before importing transactions into QuickBooks Online or Desktop.
6 min read
How to Extract Tables from PDF to Excel
A practical guide to extracting report tables from PDFs into Excel while preserving useful column headers, rows, and reviewable spreadsheet structure.
Frequently asked questions
What are the two Doc2Excel tools?
The financial statement tool converts bank and credit-card PDFs, including paid batches. The general table tool converts a PDF or image into Excel or CSV.
What is free?
Converting one file is free and does not require sign-up. You can review and download usable Excel or CSV results without credits.
When do credits apply?
AI cleanup costs up to one credit per page and only charges when it improves the free result. A combined financial batch export costs one credit per statement. The prices are shown before you choose either action.
Should I use my bank's download instead?
Yes. If your bank provides a spreadsheet or QuickBooks download for the dates you need, use that. The financial tool is most useful for PDF-only history, closed accounts, and client backfills.