Convert bank statements to Excel

Multi-page statements with running balances are tedious to rebuild in a spreadsheet. Scan Hero reads scanned or PDF statements and produces a structured Excel workbook: a summary sheet, a full transactions sheet, and a daily-balance sheet — column headers normalised, balances intact.

Drop the file in the browser or send it through the API. Large statements are processed asynchronously and returned the moment they are ready.

Input: PDF (scan), PNG, JPGOutput: Excel (.xlsx)

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Example: Bank statements → Excel tables

Multi-page statements with running balances become organized Excel sheets—summary, transactions, and daily balances on separate tabs.

Sample business bank statement of account

Sheet: Summary — Statement of account

Field	Value (USD)
Bank	Northridge National Bank
Client	Acme Corporation
Statement period	04/01/2024 – 04/30/2024
Account number	XXXXXX1234
Beginning balance	52,374.22
Total credits (27)	84,192.11
Total debits (37)	68,725.45
Ending balance	67,840.88
Days in period	30

Sheet: Transactions — Business checking

Date	Description	Check / Ref.	Credits	Debits	Balance
03/31/2024	BEGINNING BALANCE	—	—	—	52,374.22
04/01/2024	DEPOSIT — CHECK	1065	2,150.00	—	54,524.22
04/01/2024	ACH CREDIT — PAYPAL TRANSFER	PP12345678	1,850.75	—	56,374.97
04/02/2024	CHECK	1066	—	1,250.00	55,124.97
04/02/2024	WIRE TRANSFER OUT — FIRST SUPPLY CO.	WT987654	—	5,000.00	50,124.97
04/03/2024	POS DEBIT — AMAZON MARKETPLACE	24692173	—	189.42	49,935.55
04/03/2024	ACH CREDIT — CLIENT PAYMENT	ACH789456	12,500.00	—	62,435.55
04/04/2024	SERVICE CHARGE	—	—	35.00	62,400.55
04/30/2024	ENDING BALANCE	—	—	—	67,840.88

Sheet: Daily balance

Date	Balance (USD)
04/01/2024	56,374.97
04/02/2024	50,124.97
04/03/2024	62,435.55
04/15/2024	58,210.30
04/30/2024	67,840.88

Sample output

Sheet: Summary
bank,Northridge National Bank
client,Acme Corporation
period,2024-04-01..2024-04-30
account,XXXXXX1234
beginning_balance,52374.22
ending_balance,67840.88

Sheet: Transactions
date,description,reference,credits,debits,balance
2024-03-31,BEGINNING BALANCE,,,,52374.22
2024-04-01,DEPOSIT - CHECK,1065,2150.00,,54524.22
2024-04-02,CHECK,1066,,1250.00,55124.97

Tip: Select Excel (.xlsx) as output format. Each statement section can export as its own sheet with normalized column headers.

How it works

1
Upload your file
Drag it into the browser or send it through the REST API. See the credit cost before you convert.
2
Claude reads it
Anthropic’s Claude models extract and restructure the content — context-aware, not just raw OCR text.
3
Download clean output
Get exactly the format you chose, and refine it with an AI prompt in seconds if needed.

Frequently asked questions

Are running balances kept accurate?

Yes. Transactions are extracted in order with credits, debits, and the running balance preserved, then written to an Excel sheet with normalised columns.

Can each statement section become its own sheet?

Choose Excel (.xlsx) output and the summary, transactions, and daily balances are split into separate tabs automatically.

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Browse all conversion workflows, read the guides, or see the examples gallery.

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