PDF statement import
The tool imports bank PDF statements, including multi-page, scanned, or digital documents, with no manual setup required.
BankStatementLab
BankStatementLab converts bank statement PDFs into structured Excel or CSV files with OCR, including scanned documents. Built for accountants, small businesses, and freelancers.
PDF bank statement converter
BankStatementLab is an online tool that converts PDF bank statements into Excel or CSV files. It is designed for people who want to extract transactions from digital or scanned documents without manual re-entry.
The site highlights a simple flow: upload a PDF, let OCR analyze the dates, descriptions, and amounts, then download a structured file. The platform also shows a free preview, categorization options, and exports designed for accounting or financial tracking use cases.
The French version of the site lists use cases for accountants, SMEs, freelancers, and personal finance. The pricing page also mentions a free offer, paid plans, and API access on the Pro and Business plans.
Key features
OCR transaction extraction
The OCR engine automatically identifies key statement details, including dates, descriptions, and amounts, then structures them into usable data.
Excel and CSV export
Results can be downloaded in Excel or CSV for use in a spreadsheet, accounting tool, or import workflow.
Transaction categorization
The product page highlights automatic transaction categorization to filter expenses and generate reports faster.
Compatibility with accounting tools
The site indicates integrations or usage with Sage, Cegid, Xero, Excel, Google Sheets, and other CSV-compatible tools, with API access on certain plans.
Preview and batch processing
The platform offers a free preview of the result, fast processing, and batch file support according to the plan limits shown on the pricing page.
Common use cases
Accounting imports
Convert a monthly bank statement into CSV to import it into Sage, Pennylane, EBP, QuickBooks, or another accounting package.
Accounting firms and finance teams
Process multiple client statements faster in an accounting firm, with structured export and API access available on suitable plans.
SME cash flow tracking
Clean up statements for bank reconciliation, cash flow tracking, or analysis across multiple accounts.
Personal finance and freelancers
Turn personal or business expenses into readable tables to prepare a tax return, track a budget, or categorize transactions.
Scanned or photographed statements
Convert scanned PDFs when only a digitized paper statement is available, as long as the scan quality is sufficient for OCR.
Pros and Cons
Pros
- Supports native PDFs and scanned or photographed documents.
- Direct export to Excel, CSV, and, according to the use cases mentioned, OFX.
- Simple conversion flow with a free preview of the result.
- Explicit security measures: TLS 1.3, automatic deletion after 24 hours, and GDPR compliance.
- Plans suited to individual, professional, and team use, with a free entry-level option.
Cons
- Best performance is claimed for native PDFs and good-quality scans; blurry or poorly scanned documents may require manual re-entry or rescanning.
- API access is not included in the Free or Starter plans.
- The service uses monthly credits, with unused credits resetting every month.
FAQ
How do I convert a PDF bank statement to Excel or CSV?
Import your PDF statement into BankStatementLab, then the tool automatically extracts the transactions and lets you export the result in Excel (.xlsx) or CSV.
Does the tool work with scanned or photographed statements?
Yes. The FAQ says native PDFs reach 99%+ accuracy, and good-quality scanned documents usually exceed 95%. For best results, a minimum 300 DPI scan is recommended.
Which format should I choose between CSV, Excel, and OFX?
CSV is presented as the most universal format for imports into software like Sage, Pennylane, QuickBooks, Ciel, or EBP. Excel (.xlsx) is suited to manual analysis, while OFX is described as a standardized structured format for automated batch imports.
How does BankStatementLab protect banking data?
The security page states TLS 1.3 encryption, automatic file deletion within 24 hours, GDPR compliance, and no sharing or selling of data. Passwords are hashed with bcrypt.
Which plans include API access?
API access is available on the Pro and Business plans. The pricing page also states that 1 credit equals 1 converted page, credits reset each month, and credits are used both through the dashboard and the API.
Quick Facts
- Category
- Finance / document conversion
- Product
- PDF bank statement converter
- Output formats
- Excel (.xlsx), CSV, OFX mentioned in the FAQ
- Primary users
- Accountants, SMBs, freelancers, personal use
- Pricing
- Free offer and paid plans with monthly credits
- Security
- TLS 1.3, automatic deletion after 24 hours, GDPR compliance
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