Testing and transparency
How Doc2Excel checks your file
Every document is different. We show you what was found and what needs review before you download the file.
Published and reviewed July 11, 2026
The six checks
All rows
Compare the first and last transaction rows with the source and look for missing activity between pages.
Right columns
Confirm dates, descriptions, debits, credits, amounts, and balances stay with the correct rows.
Extra page text
Check that page headers, footers, opening balances, and statement summaries are not mistaken for transactions.
Money in and out
Verify withdrawals, deposits, charges, payments, and credits appear on the correct side.
Statement match
When balances are available, compare the converted activity and ending balance with the source statement.
Downloaded file
Open the Excel or CSV file and confirm the headings, dates, amounts, and row count look right.
Known difficult inputs
Password-protected files, handwriting, blurry scans, overlapping stamps, changing layouts, and documents with several unrelated tables may need AI or manual correction. Always review dates and amounts before using the download.
Free conversion
Best for original PDFs downloaded from a bank or another website. It is always tried first, so clear files do not require paid AI.
Optional AI help
AI can help with scans, blurry pages, and missing rows. You pay only when AI improves the result, and the original free result remains available.
Before using a download
- Compare totals with the source
- Review duplicate date ranges
- Check debit, credit, and amount signs
- Keep the original document with the workpaper