Bank Statement → Clean Excel — In Seconds

Drop your bank statement — get a clean spreadsheet

Monthly statements, annual summaries, any bank format. AI extracts every transaction into separated columns.

PDF · PNG · JPG · Scans

Convert Bank Statements to
Excel
Free, Instant.
Any bank. Any country.

Any bank. Any country. Upload your bank statement PDF and download a clean Excel spreadsheet with transactions in separated columns — date, description, amount, balance. No signup required.

Files purged after processing | 256-bit TLS | No human review
See how it works
Live preview — your output
cleantably.com/statements
STATEMENT PDF PNG JPG
BANK Chase
PERIOD Mar 2026
TXNS 42 items
PAGES 4
BALANCE $4,865.76
statement.xlsx
Date Description Debit Credit Balance
03/01 Direct Deposit - ACME Corp 3,200.00 5,420.50
03/03 Amazon.com 47.99 5,372.51
03/05 Starbucks #12345 6.75 5,365.76
03/10 Transfer to Savings 500.00 4,865.76
Extracted

Why teams switch to CleanTably

A realistic look at what manual bank statement entry actually costs.

Manual Entry
With CleanTably
Time per statement
~15 min/page
< 20 seconds
Transcription errors
Common (transposed numbers)
AI-verified extraction
Multi-page handling
Page by page
All pages at once
Any bank format
N/A
Automatic detection
Microsoft Excel
Google Sheets
Xero
QuickBooks
FreshBooks

Why Bank Statements Are Harder Than You Think

Bank statements vary wildly across institutions. Here's what makes them hard to extract — and why CleanTably handles them anyway.

Every Bank Has a Different Layout

Chase puts dates on the left, Wells Fargo on the right. International banks use different date formats. There's no standard layout for bank statements.

Multi-Page Statements

A single month can be 3-5 pages. Annual summaries? 20+. Most tools choke on page breaks or repeat headers.

Scanned Paper Copies

Paper statements from your mailbox or archived records. Faded ink, slight skew, low resolution — most OCR tools struggle.

Running Balance Logic

Debits, credits, running balances — the numbers need to stay in the right columns. One misalignment ruins the whole spreadsheet.

Bank statement to Excel guide Extract data from PDF to Excel Convert any document to a spreadsheet

How It Works

1

Drop your statement.

Upload any bank statement — PDF, photo, scan. Monthly, quarterly, annual. Any bank.

2

AI extracts transactions.

Our AI reads every transaction: date, description, debit, credit, balance. No templates, no configuration.

Date
Description
Debit
Credit
Balance
03/01
Direct Deposit
3,200.00
5,420.50
03/03
Amazon.com
47.99
5,372.51
03/05
Starbucks
6.75
5,365.76
03/10
Transfer
500.00
4,865.76
3

Download Excel.

Get a clean .xlsx file with transactions in separated columns. Open in Excel, Google Sheets, or import into your accounting software.

bank_statement.xlsx

Ready to convert your bank statement? It takes 20 seconds.

Drop a Statement Now

Free · No account · 20 documents/day

We're in early access. Here's what that means.

CleanTably is a new tool built by a team obsessed with getting bank statements into Excel fast — and we want your honest feedback in return.

You get it first

Free access during our early access period. No credit card, no strings. 20 documents per day.

We actually listen

Every early user gets a direct line to our team. Tell us which bank formats we're missing and we'll fix it.

Real results or we'll tell you

If CleanTably can't handle your bank statement format, we'll tell you upfront. No bait and switch.

Frequently Asked Questions

Everything you need to know about converting bank statements to Excel.

Does this work with my bank?

Yes. CleanTably works with any bank, any country, any format. Whether your statement is from Chase, Wells Fargo, Bank of America, Citi, HSBC, Barclays, or a local credit union — our AI reads the layout automatically. No templates or configuration needed.

Can I convert scanned paper bank statements?

Yes. CleanTably's AI can read scanned paper bank statements, including those with faded ink, slight skew, or low resolution. Just scan or photograph your paper statement and upload the PDF, JPG, or PNG. The AI extracts every transaction into clean spreadsheet columns.

What columns will be in the Excel file?

The typical output includes Date, Description, Debit, Credit, and Balance columns. The exact columns vary depending on your bank's statement format — some banks show a single Amount column instead of separate Debit/Credit. CleanTably adapts to whatever your bank provides.

Does it handle multi-page statements?

Yes. CleanTably processes multi-page bank statements up to 20 pages. Monthly statements, quarterly summaries, and annual reports are all supported. All transactions across every page are combined into a single continuous spreadsheet.

Is my bank statement data kept private?

Yes. Your bank statement files are processed in memory and permanently deleted after your Excel file is delivered. We never store, read, share, or monetize your financial data. No human ever views your statements — processing is fully automated by AI.

For more detail, see our Privacy Policy and Security page. Bank statements contain sensitive financial data — we take that seriously.

Does it work with international bank statements?

Yes. CleanTably has been tested with bank statements from the US, UK, EU, Latin America, and Asia. It handles different date formats, currencies, and languages automatically. Whether your statement is in English, Spanish, French, or another language, the AI adapts.

If you have a bank format that doesn't work well, reach out to team@cleantably.com — we'd love to test it with your samples.

Is it really free?

Yes, completely free. No account required, no credit card, no hidden fees. You can convert up to 20 documents per day during our early access period. We plan to offer paid tiers with higher limits in the future, but the free tier will always exist.

Still have questions? Email us — we respond within 24h.

Simple, transparent pricing

Start free today. More plans coming soon.

AVAILABLE NOW
Free
$0 /month
  • First 20 statements free/day
  • No account required
  • PDF, PNG & JPG support
  • .xlsx download
Get Started Free
COMING SOON
Pro
  • Higher statement limits
  • Batch upload
  • Priority processing
  • Email delivery
  • Everything in Free
COMING SOON
Business
  • Volume statement processing
  • API access
  • Team seats
  • QuickBooks/Xero presets
  • Everything in Pro

Free tier includes our privacy guarantee. Read our Privacy Policy

Your Data. Your Control.

"We process your statement, deliver your spreadsheet, and purge the original. Your files never stay on our servers."

Learn more about our security

Auto-Purge Protocol

All files are permanently purged from our servers after processing is complete. No copies, no backups.

Strict Privacy

We never read, share, or monetize your data. You retain 100% ownership of your files.

No-Eyes Policy

Your files are processed by automated scripts. No humans ever access your sensitive financial data.

256-bit TLS Encryption

Files are transferred via 256-bit TLS encryption, the same standard used by major banks.

Encrypted Pipeline

Your data is encrypted from the moment it leaves your computer until you download it.

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Related guides Bank statement to Excel guide Extract data from PDF to Excel

Still skeptical? That's fair.

We're an early-stage tool. What we can promise: upload a bank statement, and you'll have a clean Excel file in seconds. If it doesn't work for your bank format, we'll tell you honestly.

Drop Your First Statement

Free for your first 20 documents per day. No credit card.

No human ever sees your files
Files purged after processing
team@cleantably.com — we respond within 24h