DocTable
Bank statement PDF to Excel
Updated October 2026
DocTable turns a bank statement — a PDF or a photo — into one Excel sheet with a row per transaction (date, description, debit, credit, balance); PDF statements up to 500 pages per file, each page using 1 credit. Your first 3 pages are free — scan and download, no card needed. Try your first page without an account — sign in only to download it. After that, $3 buys 20 pages (one-time, no subscription). It reads scanned and photographed statements with no text layer, joins wrapped descriptions into one row, checks the running balance and flags rows that do not add up.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-09-01 | Opening balance | 2,450.00 | ||
| 2026-09-03 | Coffee Corner, Main St | 4.80 | 2,445.20 | |
| 2026-09-05 | Payroll example.com | 1,900.00 | 4,345.20 | |
| 2026-09-09 | Rent, Sept | 1,200.00 | 3,145.20 |
Important
Bank data is sensitive. Processing is temporary and uses third-party AI OCR; exported files are deleted from our servers 30 seconds after download (or within 5 minutes if not downloaded). Details are in the app Privacy Policy — not repeated as a banner on every screen.
- Clear PDF or photo of the statement
- Upload on DocTable
- Preview rows
- Download Excel (sign in at this step)
What gets extracted
Each transaction becomes a row with date, description, debit or credit amount, and running balance in separate columns. Many statements print a long transaction description that wraps onto a second physical line — DocTable's OCR reassembles that into a single row instead of splitting it into two, so wrapped merchant names or memo text don't fragment your data.
Built-in balance & arithmetic check
When a statement includes debit, credit, and running balance columns, DocTable automatically checks the running balance chain across rows and highlights any row where the extracted numbers do not add up — in the preview and in a Check sheet inside the Excel file.
Scanned or digital PDF — both work
A scanned (image) PDF from a photocopier or phone photo and a digital PDF exported straight from online banking go through the same vision OCR. There is no separate "scan mode" to pick; upload either kind and DocTable reads it the same way.
Converting many months or years at once
There is no artificial cap like 12 or 24 months. Upload as many statement files as you have — a full year, several years, or a stack of monthly PDFs from a cleanup project — in a single batch. DocTable automatically groups scans that belong to the same statement type into one output file instead of handing back one file per page, so a two-year cleanup produces one clean spreadsheet, not dozens of tiny ones. Each individual page still uses one credit; batching only changes how the output is organized, not how it's charged.
Bank statement to Excel, CSV, and OCR
Convert a bank statement to Excel or use bank statement OCR on scanned PDFs. Export as spreadsheet or bank statement to CSV. A bank statement analyzer workflow starts with clean rows — with the running balance cross-checked row by row. Convert bank statement to Excel for many months or years at once.
For teams: bulk bank statement processing
Converting one statement at a time doesn't scale for a bookkeeping team or a customs desk clearing dozens of them a month. The Business pack is a bigger one-time top-up built for that: $99 for 2,800 pages — a lower per-page rate than the packs above — with an official PayPal receipt for expensing and a Data Processing Agreement available on request. Uploads are still grouped automatically, so a batch of statements comes back as one clean file per account, not one file per page.
Get the Business pack — $99 for 2,800 pagesOne-time credit, not a subscription — top up again whenever you need to. No contract, no setup fee.
Frequently asked questions
Can DocTable convert bank statement PDF to Excel?
Yes. Rows whose running balance does not add up are flagged in the preview and in the Excel file.
Is the statement stored forever?
No permanent archive. See Privacy in the app.
Which banks?
Any clear statement — not a bank API integration.
Is it free?
Your first 3 pages are free — scan and download, no card needed. Your first page needs no account; sign in only to download it. After that, $3 buys 20 pages (one-time, no subscription).
Can I export to CSV, not just Excel?
Yes — besides Excel and Word, you can download the extracted table as a CSV file.
Can I convert multiple bank statements at once?
Yes — upload several months or years together. DocTable groups scans from the same statement type into one output file instead of one file per page.
Does it handle transactions that wrap across two lines?
Yes. A description that wraps onto a second line is reassembled into a single row, not split in two.
Is there a limit on how many months or years I can convert?
No fixed limit like 12 or 24 months. Upload as many files as you have; each page uses one credit and the results are grouped automatically.
Does it work on scanned statements, not just digital PDFs?
Yes — scanned and digital PDFs both go through the same vision OCR.
Does it work with Chase, Wells Fargo and Bank of America statements?
Yes. DocTable has no bank-specific templates; it reads the columns printed on the page, so a statement from any bank goes through the same way. Check the totals and running balance in the preview.
Does it work with UK bank statements?
Yes. It reads £ amounts and dates as they are printed, and there are no templates to set up for a particular bank.
Can I convert a bank statement to QuickBooks or Xero?
Yes, as a CSV. A bank statement can be exported as a QuickBooks Online CSV (Date, Description, Amount) or a Xero CSV; the Xero CSV is not yet tested against Xero's importer, so check Xero's import preview before you confirm. See bank statement to QuickBooks.
Can I convert a bank statement PDF to Excel for Tally Prime?
DocTable produces Excel or CSV with a row per transaction. It has no Tally-specific format, so any import into Tally starts from that Excel or CSV file.
My bank lets me download a CSV — do I still need this?
If your bank exports the period you need as a CSV, use that. DocTable is for statements that exist only as PDFs, scans or photos.
Related pages
Temporary processing. Arithmetic checks verify internal consistency among extracted numbers only — review flagged rows, and verify OCR output before financial or legal use. Default OCR model is the same for every language. See Privacy in the app.