Doc2Excel.com

Document converter

Use OCR to convert bank statements to Excel

Turn scanned bank statement pages into Excel rows. Try the file free, then choose AI only if needed.

  • Free extraction first
  • Private file flow
  • Preview rows before export
Convert this document
Try one file free. If the result needs extra help, you can choose paid AI.
No sign-up or credits for your free file.Secure and private

How to use ocr to convert bank statements to excel

1

Upload

Select your file and confirm the document type.

2

Review

Doc2Excel shows the rows and columns it found.

3

Download

Export a clean Excel file for review or import.

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.

Bank statement PDF

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

Reviewable output
DateDescriptionDebitCreditBalance
06/03/2026ACME MARKET84.27—4215.73
06/05/2026PAYROLL DEP—2450.006665.73
06/06/2026MONTHLY FEE12.00—6653.73
Excel keeps review columns visible before accounting import or reconciliation.

Common problems this solves

Scanned statements do not contain selectable text

Scans can shift dates, descriptions, and amounts

Rows need review before reconciliation or import

Best fit for this workflow

Use this page when a statement is saved as page images and needs to become spreadsheet rows.

  • Image-only bank statements that do not convert cleanly
  • Previews with shifted dates or missing amounts
  • Work where every scanned row must be checked against the statement

What the export is shaped for

  • Excel output generated from the scanned statement
  • Rows organized for review instead of a direct accounting import
  • Optional AI when the free conversion is not enough

Review before using the file

  • Small decimals, check numbers, and negative signs match the source image
  • Multi-line descriptions were not split into separate transactions
  • The converted rows match the statement totals before the file is trusted

Frequently asked questions

Is my financial data secure?

The production flow uses private uploads, server-side processing, and a scheduled 24-hour expiry for uploaded files and extracted preview data.

Can it handle scanned files?

Yes. Every file is tried free first. If a scan needs extra help, you can choose to use AI credits.

What columns are included?

Bank and credit card exports are designed around date, description, debit, credit, and balance fields, with output adjusted for Excel, CSV, or QuickBooks-ready CSV.