How to convert a bank statement PDF to Excel

Reconciling finances, preparing for a loan, or feeding a bookkeeping tool all start with the same chore: getting transactions out of a PDF bank statement and into a spreadsheet. Copy-pasting page by page rarely keeps the columns aligned. This guide shows how to convert a bank statement PDF — even a scanned one — into a clean Excel workbook automatically.

What you get

Scan Hero does not just dump text into a single column. It produces a structured workbook with the statement split across sheets:

Summary — bank, account, period, opening and closing balances, totals.
Transactions — date, description, reference, credits, debits, and running balance.
Daily balance — end-of-day balances across the period.

Column headers are normalised and running balances are preserved, so the numbers reconcile.

Digital or scanned — both work

If your statement is a digital PDF with a text layer, extraction is fast and highly accurate. If it is a scan or a photo, Claude Vision reads each page with OCR and rebuilds the tables. Either way you choose Excel (.xlsx) as the output format.

Step by step

Sign in free and get 100 starter credits — no card required.
Upload the statement as a PDF, PNG, or JPG. Multi-page statements are handled in one go.
Choose Excel (.xlsx) as the output format so each section becomes its own sheet.
Download the workbook and open it in Excel, Google Sheets, or Numbers.

A note on privacy

Financial documents are sensitive. Files are stored encrypted on Google Cloud Storage and deleted automatically after 15 days, and Scan Hero never trains AI models on your data.

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Start free with 100 credits and turn your next statement into a spreadsheet in under a minute.