Skip to main content

Bank statements only

Convert bank statements to Excel, CSV, or QuickBooks

Upload a PDF or photo of your statement and download every transaction as Excel, CSV or a QuickBooks file.

  • Checking, savings and credit union statements, as a PDF or a photo
  • Balances checked, so you see whether every row adds up
  • Not supported: Not for receipts, invoices, IDs or letters. Use Document OCR

50 pages free. No card needed.

Drop your bank statement here

PDF, PNG, JPG, WebP

PDF up to 50 MB · images up to 20 MB

Tips for a clear photo
  • Lay the page flat.
  • Use even light, with no shadows.
  • Turn off the flash to avoid glare.
  • Fill the frame with the page.

No statement handy? Try a sample:

Encrypted upload. Private to you, deleted after 30 days. How we protect statements

Sample output

See the spreadsheet you get back

Left: the PDF your bank gives you. Right: the spreadsheet FastOCR gives back, with “Reconciled”, “Not reconciled” or “Could not be checked” so you can see whether the balances add up. Point at a row to see where it came from.

bank-of-america-statement.pdf
Page 1 of a sample Bank of America statement with invented data, the source of the spreadsheet beside it

bank-of-america-statement-fastocr.xlsx

AccountDateDescriptionReferenceMoney InMoney OutBalanceStatusNotesPage
Account 55902026-09-02Brightwell Logistics DES:PAYROLL ID:4417 PPD2,386.40Verified1
Account 55902026-09-11Online Banking transfer from SAV 2290300.00Verified1
Account 55902026-09-15Brightwell Logistics DES:PAYROLL ID:4417 PPD2,386.40Verified1
Account 55902026-09-24Zelle payment from J Okafor Conf# 8r2k4m1x45.00Verified1
Account 55902026-09-29Interest Earned0.41Verified1
Account 55902026-09-01Rent Payment Alder Crest Apts Bill Payment1,450.00Verified1
Account 55902026-09-04CHECKCARD 0903 GREENFIELD MARKET PORTLAND OR84.17Verified1
Account 55902026-09-06Metro Transit Pass Autopay64.00Verified1
Account 55902026-09-08Cascade Power DES:ELECTRIC ID:20931 WEB96.38Verified1
Account 55902026-09-13CHECKCARD 0912 BLUE FERN COFFEE PORTLAND OR12.85Verified1
Account 55902026-09-17Northlink Internet DES:BILLPAY ID:77120 WEB69.99Verified1
Account 55902026-09-19CHECKCARD 0918 SUNRISE PHARMACY PORTLAND OR27.46Verified1
Account 55902026-09-22Monthly Maintenance Fee12.00Verified1
Account 55902026-09-26CHECKCARD 0925 PACIFIC FUEL PORTLAND OR48.72Verified1
Account 55902026-09-30Online Banking transfer to SAV 2290500.00Verified1
Opening balance
2,418.65
Total in
5,118.21
Total out
2,365.57
Closing balance
5,171.29

Reconciled

Download this sample:ExcelCSVEvery result downloads asExcelCSVJSONQuickBooks, Quicken and Xero

These are sample statements with invented customers and data, and the cells are the real Excel output. Your result depends on the source, and you can download it as Excel, CSV, or JSON.

How it works

How to convert a PDF bank statement to Excel or CSV

  1. Step 1

    Upload the statement

    Upload a digital PDF bank account statement downloaded from your bank.

  2. Step 2

    FastOCR reads the rows and checks the balance

    FastOCR reads the transaction rows and tells you whether the opening balance plus money in minus money out equals the closing balance.

  3. Step 3

    Download Excel, CSV, JSON or a QuickBooks file

    Download the transactions as Excel (XLSX), CSV or JSON, or as a .qbo, .qfx or .ofx file for QuickBooks, Quicken or Xero. Check dates and descriptions against your statement.

Security

Are my bank statements safe to upload?

A bank statement shows your account number and every payment you made. Here is exactly what happens to one you upload, for each of our 20,000+ users.

  1. Your deviceHTTPS upload
  2. Private storageAES-256 encrypted
  3. OCRMachines only
  4. DeletedAfter 30 days
  • Encrypted in transit

    Every upload and download travels over HTTPS (TLS). Our storage refuses unencrypted connections.

  • Encrypted at rest

    Files and results are stored encrypted with AES-256 on AWS, with all public access blocked.

  • Private, expiring links

    Nobody can browse to your files. Download links are private and expire within an hour.

  • Deleted automatically

    Uploads and extracted text are permanently deleted after 30 days. Delete your account and data any time.

  • Never used for training

    Your files are never used to train AI models, by us or by the cloud services that read them.

  • Payments by Stripe

    Card details go straight to Stripe. FastOCR never sees or stores your card number.

Full details in our privacy policy.

Pricing

Bank Statement Packs

First 50 pages free. After that, one-time pages that never expire. No subscription. Compare all plans

  • 100 pages

    ~10–30 statements

    $4.99

  • 500 pages

    ~50–150 statements

    $24.99

  • 2,000 pages

    ~200–600 statements

    $79.99

  • 10,000 pages

    ~1,000–3,000 statements

    $299

  • 50,000 pages

    ~5,000–15,000 statements

    $999

What is a bank statement converter?

A bank statement converter turns the transaction table in a bank statement into spreadsheet rows. FastOCR reads a PDF bank statement in English and gives you an Excel (XLSX), CSV or JSON file with the date, description, money in, money out and balance of each transaction. It then checks whether the opening balance plus money in minus money out equals the closing balance, and shows “Reconciled”, “Not reconciled” or “Could not be checked”.

Which FastOCR tool should I use?

Bank statement converter

Use it for organized transaction rows for Excel, bookkeeping, reports, or software. Importing into QuickBooks? See bank statement to QuickBooks.

Regular OCR

Use PDF to text for words from a document or a searchable PDF, or translate text for translation.

Bank statement to Excel by bank

Bank statement OCR by industry

FAQ

Frequently asked questions

Read the bank statement OCR guide for more detail.

Which files can I upload?

Digital PDF statements in English up to 50 MiB, downloaded from your bank, and PNG, JPG or WebP photos up to 20 MiB. Sign-in is required. Scanned statements and photos are read with OCR and may need more review. Card statements and loan statements are refused and you are not charged.

What does FastOCR extract?

FastOCR extracts the account details and transaction rows printed in the statement. You get an Excel (XLSX) file and a CSV file with the date, description, money in, money out and balance of each row. The same data is also available as JSON.

Can I import the result into QuickBooks, Quicken or Xero?

Yes. Every result includes a .qbo file for QuickBooks Online and Desktop, a QuickBooks Online CSV, a Quicken .qfx and an .ofx for Xero.

How do I convert a bank statement PDF to Excel?

Sign in, then upload the PDF statement you downloaded from your bank. FastOCR reads the transaction rows and shows whether the statement reconciles. Download the result as Excel (XLSX), CSV or JSON, then check dates and descriptions against your statement.

What do the checks mean?

“Reconciled” means the opening balance plus money in minus money out equals the closing balance. “Not reconciled” means it does not, and the page shows the difference. “Could not be checked” means the opening or closing balance was not found. None of these checks dates or descriptions, so check them against your statement.

Can FastOCR read scanned statements or photos?

Yes. Scanned statements and photos are read with OCR and may need more review. If your bank offers a PDF download, upload that instead, and check the spreadsheet against your statement.

Is the bank statement converter free?

After sign-in, your first 50 statement pages are free, with no card needed. After that you buy a one-time Bank Statement Pack, from $4.99 for 100 pages, pages never expire, with no subscription. Files and results are available for about 30 days.

Which banks and countries are supported?

US and UK bank accounts, in English: checking, savings and credit union statements.

What if a statement has several accounts?

Each account gets its own Excel sheet, after a Summary sheet with every account’s balance check.

How many pages can a statement have?

Up to 100. Pages are counted only once the file is confirmed as a statement, and refunded if conversion fails.

Can I use the API?

Not yet. Bank statements are converted in the web app after sign-in. The FastOCR developer API covers document OCR for PDFs and images.

FastOCR

Upload a statement. Get Excel back.

First 50 statement pages free after sign-in. No card needed.