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Convert scanned bank statements to Excel

Use standard extraction first, then advanced OCR when a scanned or low-quality bank statement needs extra cleanup.

  • Standard extraction first
  • Private file flow
  • Preview rows before export
Convert Document
Upload a file to securely extract transaction and table data.
Standard extraction is free.Secure and private

How to convert scanned bank statements to excel

1

Upload

Select your file and confirm the document type.

2

Extract

Doc2Excel reads transaction rows, table columns, and confidence.

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 PDFs have no selectable text

Low-resolution scans make rows hard to parse

OCR output needs accounting columns

Best fit for this workflow

Use this page when the statement is a scan, phone photo, or low-quality PDF that may need OCR before Excel review.

  • Scanned bank statements with no selectable text layer
  • Phone-photo PDFs where rows are readable but layout is distorted
  • Bookkeeping cleanup that needs OCR output reviewed before import

What the export is shaped for

  • Excel output after standard extraction or advanced OCR cleanup
  • Transaction fields reviewed against row confidence and source layout
  • A safer review workbook before using scanned data for accounting work

Review before using the file

  • OCR did not confuse decimals, zeros, dates, or short check numbers
  • Rows from cropped or tilted pages are not missing
  • Ending balances and row counts are compared to the source scan

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. Standard extraction runs first. Advanced extraction can be used for scanned or low-confidence pages when credits are available.

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.