How it works

From PDF statement to spreadsheet. In seconds.

No templates, no typing. Upload a bank statement and BankToFile reads it the way you would, row by row, then hands you a clean file that's ready for your accounts.

Hands working on a laptop beside a calculator and printed statements
PDFExcel
statement.xlsx

Current account, 01 to 31 Mar

DateDescriptionInOut
03 MarCard Payment to Grocer & Co42.18
05 MarReceived From Acme Ltd2,850.00
07 MarDirect Debit to City Energy86.40
12 MarTransfer to Savings500.00
Balances match the statement

See it happen

Every row, in the right column

Watch a statement turn into a spreadsheet. This is exactly what happens when you upload.

  1. 01

    Upload your PDF

  2. 02

    We read every line

  3. 03

    Download your file

Two ways to convert

Automatic for most, manual for the rest

Most statements convert automatically. If yours is scanned or has an unusual layout, the manual extractor gets you there in minutes.

Automatic parser

Best for most digital PDF statements

  • Reads every transaction line by line
  • Puts each amount in the right column: money in, money out and balance
  • Dedicated parsers for major UK and US banks
  • Ready to download in seconds

Manual extractor

For scanned or unusual statements

  • Draw a grid over the transaction table
  • Label the columns you want to keep
  • Works on layouts no parser has seen before
  • Export the same clean CSV or Excel file

Step by step

What happens when you upload

  1. 01

    Upload your PDF

    Drag a statement onto the upload box, or click to browse. PDFs up to 10MB.

  2. 02

    We read every line

    Dates, descriptions and amounts are pulled out and placed in the right columns.

  3. 03

    Check it side by side

    Compare the extracted rows against your original statement before you download.

  4. 04

    Download and import

    Save as CSV or Excel and open it in Excel, Google Sheets, Xero, QuickBooks or FreshBooks.

Wondering what happens to your file afterwards? Read how we handle your data.

Tutorials

Learn How to Use BankToFile

Watch our quick tutorials to get started in minutes

  • Upload PDF bank statements up to 10MB
  • Automatic parser supports major bank statement formats worldwide
  • Download your results as CSV or XLSX format

Ready to Save 3 Hours This Month?

Stop typing transactions by hand. Start converting bank statements in seconds.

  • No signup required
  • 3 free conversions daily (up to 5 pages each)
  • Never stored

Your files are processed securely and never stored on our servers