Convert bank statements to Excel, CSV, and QuickBooks-ready files.
Extract transaction tables from PDFs, scanned statements, invoices, and Word documents without rebuilding rows by hand.
Built for monthly bookkeeping and document cleanup
Bank statements
Convert multi-page statements into transaction rows with date, description, debit, credit, and balance columns.
- Bank to Excel
- Bank to CSV
- QuickBooks-ready exports
Scanned documents
Use standard extraction first, then advanced extraction when OCR or AI cleanup is needed.
- Low-quality scans
- Confidence scoring
- Credits by page
Invoices and tables
Extract line items, PDF tables, and Word document tables into spreadsheet-ready data.
- Invoice rows
- PDF reports
- Word tables
Illustrative sample · no customer data
See the row shape before you upload
A useful conversion should make the source easier to review, not just move raw text into a spreadsheet.
06/03 ACME MARKET 84.27- 4,215.73
06/05 PAYROLL DEP 2,450.00 6,665.73
06/06 MONTHLY FEE 12.00- 6,653.73
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 06/03/2026 | ACME MARKET | 84.27 | — | 4215.73 |
| 06/05/2026 | PAYROLL DEP | — | 2450.00 | 6665.73 |
| 06/06/2026 | MONTHLY FEE | 12.00 | — | 6653.73 |
Standard first. Advanced only when needed.
The product flow is designed to protect margin and keep pricing fair: try deterministic extraction first, then offer paid advanced extraction only when confidence is low.
Upload
Choose the document type and target output.
Preview
Review extracted rows and confidence before export.
Export
Download Excel, CSV, or QuickBooks-ready CSV.
Conversion pages for common document jobs
Choose the page that matches the document type and output you need: Excel review, plain CSV cleanup, QuickBooks-ready CSV, invoice rows, PDF tables, or Word tables.
Bank statement converters
Pages for PDF bank statements, scanned statements, CSV review files, and Excel reconciliation workbooks.
- 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 ExcelUse standard extraction first, then advanced OCR when a scanned or low-quality bank statement needs extra cleanup.
- OCR Bank Statement to ExcelRun standard extraction first, then use advanced OCR cleanup when scanned bank statement pages need better transaction rows.
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.
PDF, invoice, and Word tables
General table extraction pages for invoices, reports, credit card statements, PDF tables, and Word documents.
- 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.
- Credit Card Statement to ExcelExtract credit card statement transactions into Excel for expense review, categorization, reconciliation, and monthly bookkeeping cleanup.
- Word to Excel ConverterExtract tables from DOC and DOCX files into Excel while preserving rows and columns for spreadsheet cleanup and reporting.
Guides for document cleanup
Practical workflows for converting bank statements, scanned PDFs, PDF tables, and QuickBooks-ready CSV files.
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
Can Doc2Excel convert bank statements to QuickBooks?
Doc2Excel prepares extracted bank statement transactions as Excel, CSV, and QuickBooks-ready CSV files for review before import.
Are credits charged for standard extraction?
No. Credits are intended for advanced extraction when standard parsing cannot confidently read scanned or difficult documents.