Bank Statement Converter – Convert PDF Bank Statement to CSV, Excel, QBO, OFX or QBO

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Bank statement converter

Save Hours of Manual Effort with our Bank Statement Converter by transforming PDF bank statements into CSV or Excel with 100% Accuracy*

Any Format, Any Bank or Card Issuer, Any Size, Accuracy Verified and Guaranteed!*

Receipt Bot is the easiest way to convert PDF bank statement to CSV.

It is a Specialized Bank Statement Converter.

AI-Based Templates Selection

AI-Based Templates Selection

It intelligently adapts to any statement layout to extract the relevant tables from your PDF bank/card statements every time.

Smart Statement Type Detection

Smart Statement Type Detection

AI analyses bank statements to identify account details and types like bank, credit card, PayPal, and loan.

Intelligent Sorting & Organisation

Intelligent Sorting & Organisation

Analyses each scanned bank statement page, sorting and splitting it into separate documents to organise the data better.

Automated Data Validations

Automated Data Validations

Receipt Bot performs over 40 arithmetic and logical checks during extraction to significantly reduce errors.

Missing or Duplicate Identification

Missing or Duplicate Identification

Our AI flags duplicate or missing pages from the scanned bank statement PDF to ensure completeness

Export Statement in Desired Format

Export Statement in Desired Format

Export bank statements to Excel, QBO or other formats compatible with your accounting software in a single file.

Overview of the Scanning Bank Statements into Excel

Upload Bank Statement

Standard Format for most Accounting Software Available

Receipt Bot’s standardised PDF Bank Statement extracts can be downloaded in many standard formats of your favourite accounting software.

Excel (Standard Format): This is the most common Bank Statement format, containing the extracted data from all bank statement columns, such as date, description, reference, money in and out, and balance. You can also import bank statement into Excel easily with Receipt Bot.
CSV Formats: Compatible CSV formats for the following accounting software: Sage One, Reckon One, WaveApps, Xero, FreeAgent, Capium, IRIS Accounts Production and QuickBooks Online. You can also define your own CSV format using an intuitive interface.
OFX: Standard OFX format is compatible with popular accounting software that accepts OFX Bank Statement upload (e.g. Xero, QuickBooks Online, FreeAgent, MYOB, Sage One and Wave.)
QFX: Standard QFX output is compatible with software that accepts this format (e.g. QuickBooks Online, QuickBooks, FreeAgent, LessAccounting and WaveApps).
QIF: Standard QIF output is compatible with any software that accepts this format (e.g. Xero, MYOB.).
QBO: Standard QBO format is compatible with QuickBooks Online. Furthermore, we provide an enhanced QBO (QuickBooks Desktop) to facilitate easy upload to QuickBooks Desktop.
IIF (QuickBooks Desktop): This format enables users to record statements directly as accounting transactions in QuickBooks Desktop, allowing you to speed up bookkeeping.
Custom CSV Format: You can design your own CSV format or contact us to add any new format as a standard output format
Our bank statement converter ensures accurate conversion of bank statements to Excel and other formats.

Thousands Of Entrepreneurs, Businesses, And Accountants Trust Receipt Bot OCR to Extract Data And Convert bank statements to Excel or CSV!

Great user experience Trustpilot Budget Friendly

Turn Your PDF Bank Statements into Excel File
Without Templates or Mapping

Convert PDF Bank Statements to Excel, OFX, QFX, QIF, QuickBooks,
IIF and CSV format in three easy steps!

Upload

Upload

Bank Statement Files

You can upload statements as PDF files or images for data extraction to Excel and other popular accounting software file formats.

01

Extracts and Verifies Data

Receipt Bot

Extracts and Verifies Data

It takes a few hours for Receipt Bot to extract data from Bank & Card statements and perform verifications to ensure you get the accurate results.

02

Download

Download

Statements Data in Desired Format

You can download data in several predefined formats, e.g., Excel, CSV, QuickBooks, OFX, QFX, IIF, or QIF, or define your own formats to meet your requirements. Receipt Bot works as a PDF to Excel Converter and a PDF to CSV converter.

03

Start a trial now and convert the PDF Bank Statement to Excel or CSV for FREE.**

Upload Bank Statement

Flexible Pricing

Upgrade, downgrade, or cancel your subscription at any time.
Unused document credits automatically carry forward for up to six months.
Three document credits charged for scanning one page of bank statement.

User-friendly Support

Chat, email & call support 8:00 AM to 8:00 PM UTC.
Knowledge base with detailed tutorials, help articles and videos.
Dedicated support manager and priority support for premium plan subscribers.
Onboarding support to get you started in no time.

See Pricing Plans

Schedule a demo

Our Blogs

In our blog, we discuss the latest developments and upcoming features of Receipt Bot and share our thoughts about Accounting, Artificial Intelligence and Digital Economy.

Bank Statement PDF to CSV Conversion – Ordinary OCR vs Receipt Bot OCR

Bank Statement PDF to CSV Conversion – Ordinary OCR vs Receipt Bot OCR

Exporting PDF bank statements into Excel to extract transactions can be a complex task for several reasons. Firstly...

Simplify Reconciliation by Generating Transactions from PDF Bank Statements

Simplify Reconciliation by Generating Transactions from PDF Bank Statements

Accounting firms often encounter such situations, as many clients still rely on outdated methods or don’t share live...

View All Blogs

Frequently Asked Questions (FAQs)

Receipt Bot extracts are standardised with field recognition. i.e. all fields, date, description, amount, money in/out and balance fields are recognised and classed into the correct data type, ensuring that the extracts are ready to use without any further work, which also enables Receipt Bot to run accuracy check algorithms, guaranteeing the data is error-free.
Receipt Bot utilises Machine Vision and OCR engines to analyse bank statements and extract data from documents, and uses proprietary standardisation algorithms to recognise and standardise data into correct columns. So, irrespective of the statement format, you always get the output in a standardised format.
Receipt Bot runs over 40 data validation algorithms to test arithmetical and logical accuracy on cleansed and standardised data. Our expert operators review and fix the data for any validation failure or confidence score below the defined threshold.
Of course, yes! Receipt Bot accurately extracts data from scanned paper or picture statements. Scanned pictures are more promising and ensure better results. However, you can also take pictures with a good-quality mobile camera. Kindly check the legibility of the documents and ensure scans are straight and titled. Uneven or folded pages can cause errors.
We successfully process 99% of English-language bank and card statement formats and continuously create new models for new document formats. You can assess the quality of your document extraction using our free trial.
On average, our bank statement converter takes up to an hour to process the data, though processing time may vary depending on document quality and system load.
The application employs the highest level of SSL encryption, similar to that of banks. The application and data are hosted on the UK servers of a reputable global cloud services leader.
Yes, Receipt Bot covers PDF bank statements in standard formats such as OFX, QFX, IIF, QIF, QBO, CSV and Excel. You can download multiple statements for a single account into a single file and upload them to your accounting software, saving you hours of manual data entry. You can also define your own custom CSV output format.
Open the Receipt Bot app, tap Upload documents, and add your file from your phone. You can also take a photo of the statement if it's printed.
Upload the entire multi-page PDF in one go. Receipt Bot reads all pages and extracts the transactions sequentially, then bundles everything into a single Excel spreadsheet for you to download.
Yes. Receipt Bot gives new users free credits, so you can convert a PDF to CSV or Excel without paying upfront. Upload your file, choose the format you want, and download a clean spreadsheet once the extraction is complete.
Yes. Receipt Bot supports statements from all major UK banks. Once you upload the PDF, the system accurately extracts transactions and lets you export the data as CSV, Excel, or other formats you prefer. This works for personal and business accounts, including multi-page and scanned statements.
With Receipt Bot, you can convert your bank statements in three simple steps without using templates or manual mapping. First, upload your PDF statement to the platform. Next, our AI extracts the data and runs over 40 validation checks to ensure accuracy. Finally, simply select "Excel" as your export format to download a clean, editable spreadsheet of your transactions.

30 FREE Credits** & 10% Discount for Six Months

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If you have further questions, set up a free demo of the Receipt Bot app and see how it can help you automate the convert bank statements.

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* Accuracy measured based on numbers, references & dates. The accuracy of description text varies depending on document/picture quality.

** Convert 10 statement pages with 30 trial document credits. Please refer to the pricing page for pricing and credit utilization details.

Currently documents only in the English language are supported. Service is available only in the countries listed in this support article.