1
Choose PDFs
Choose one bank statement PDF, or several on bulk plans. Multi-page statements and bulk batches stay local in your browser.
Convert bank statements to CSV and Excel
StatementForge turns bank statement PDFs into clean, structured CSV and XLSX data in minutes. Everything runs inside your browser.
2
Parse & Extract
The parser reads statement text, dates, descriptions, amounts, deposits, withdrawals, and balances.
3
Review Transactions
Review parsed transactions in an editable table before exporting the final data.
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Export CSV, XLSX, JSON, QBO, OFX, or QIF
Export clean spreadsheet, JSON, and accounting files for bookkeeping, accounting, and analysis.
High accuracy Ready to export
Secure. Private. Statement conversion happens in your browser.
Browser-only processing
Your statement files never leave your device for conversion. Parsing, extraction, and export happen locally.
High accuracy parsing
Statement heuristics handle complex layouts, multi-page statements, and inconsistent formats.
Multi-file support
On bulk plans, load multiple PDFs at once and combine everything into a single clean dataset.
Pick the workflow you need
Start with the format, privacy setup, or statement type that matches the file in front of you. Each guide opens the same converter with a more focused workflow.
Spreadsheet exports
Use these when you want clean rows for spreadsheets, bookkeeping cleanup, or analysis.
Bank statement to CSVCreate a clean CSV transaction file for bookkeeping, spreadsheets, and financial review.Bank statement to ExcelTurn PDF bank statement rows into an editable XLSX workbook for Excel.PDF bank statement to CSVConvert a downloaded statement PDF into a reviewable CSV file.PDF bank statement to ExcelCreate an editable XLSX workbook from a statement PDF.Bank statement to XLSXExport statement rows as a modern Excel workbook.Bank statement to JSONExport parsed transaction rows as structured JSON.CSV statement converterConvert statement PDFs into simple CSV files.
Accounting exports
Create reviewed files for accounting tools that accept QBO, QIF, OFX, or CSV imports.
Bank statement to QBOGenerate a QBO file from reviewed statement rows for QuickBooks workflows.PDF to QBO converterCreate a QBO export from parsed bank statement PDFs.Bank statement to QIFExport statement transactions in the legacy QIF format.PDF bank statement to QIFParse a statement PDF and export legacy QIF transactions.Bank statement to OFXExport reviewed statement rows as OFX.Bank statement to QuickBooksPrepare statement PDF rows for QuickBooks import workflows.
Privacy and bulk workflows
Parse, review, analyze, and batch-convert sensitive statement files in the browser.
Bank statement parserExtract dates, descriptions, amounts, withdrawals, deposits, and balances.Statement extraction softwareExtract transaction data from PDF statements without uploading the files.Bank statement analyzerReview totals, deposits, withdrawals, balances, and extracted rows.Private statement converterConvert sensitive statement files without uploading contents for parsing.Bulk statement converterAdd several statement PDFs and export a combined dataset.Bookkeeping statement converterPrepare statement rows for cleanup and reconciliation.Converter for accountantsTurn client statement PDFs into reviewable exports.
Bank statement guides
Start from a bank-specific or statement-review workflow, then convert the downloaded PDF.
RBC statement to CSVConvert downloaded RBC statement PDFs into spreadsheet rows.TD statement to CSVConvert downloaded TD statement PDFs into spreadsheet-ready rows.Chase statement to CSVConvert downloaded Chase PDF statements into spreadsheet rows.Bank of America to CSVConvert downloaded Bank of America PDFs into spreadsheet rows.How to read a statementUnderstand the fields StatementForge extracts before export.Statement abbreviationsDecode common labels before reviewing exported rows.Bank transactionsUnderstand the transaction fields shown in converted exports.Bank vs credit card statementKnow what changes when reviewing different statement types.
How do I convert a bank statement PDF to Excel?
Choose the PDF, review the extracted transaction table, then export an XLSX workbook that opens in Excel.
How do I convert a bank statement to CSV?
StatementForge reads the statement locally in your browser and exports dates, descriptions, amounts, withdrawals, deposits, and balances as CSV.
Can I convert scanned bank statements?
Scanned PDFs can use local image-to-text for the first 8 pages. Review the extracted rows before exporting because scanned documents can contain OCR mistakes.
What makes this bank statement extraction software private?
Statement contents are processed in your browser. Files are not uploaded to StatementForge servers for conversion.
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