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How much time do you waste entering your statements manually?

Upload your bank statement or credit card PDF. In seconds your data is ready to export to Excel or CSV.

See how it works

10 free credits ยท No credit card required ยท Files automatically deleted after 30 days

โœ… Conversion successfulBankStatement_Chase.xlsx
DateDescriptionAmountBalance
01/15/2025Direct Deposit - Payroll+3,450.005,230.44
01/16/2025Amazon.com Purchase-89.995,140.45
01/17/2025Whole Foods Market-156.324,984.13
01/18/2025Netflix Subscription-15.994,968.14
01/19/2025Venmo Payment Received+45.005,013.14

The problem

Every statement is a different format Every bank, its own mess

Accountants and financial professionals waste hours every month doing the same thing manually.

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Wasted hours

Copying transactions from a PDF to a spreadsheet is slow, tedious and error-prone.

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Inconsistent formats

Every bank delivers statements differently. Every client is a new problem.

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Data entry errors

One wrong number can ruin an entire report.

Simple process

Three steps to get your spreadsheet

01

Upload your PDF

Drag your bank statement or credit card PDF.

02

We process it

We automatically detect the document type and extract all data.

03

Export Excel or CSV

Get a structured file ready to analyze or reuse.

Features

Everything you need to work easily and reliably

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Automatic detection

Identifies whether it's a bank statement or credit card summary without you having to specify.

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Instant conversion

In seconds your data is ready in Excel or CSV. No waiting, no setup, no headaches.

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Any bank

Compatible with most banks and financial institutions.

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Your data, secure

Privacy by design: Your files are processed securely and automatically deleted from our servers after 30 days. Your history is protected.

Resources

Bank statement conversion guides

See how PDFin turns bank statement PDFs into clean Excel and CSV files with a review step before export.

Bank statement PDF to Excel

Follow the full workflow from PDF upload to an Excel workbook with Transactions and Summary sheets.

View guide

Bank statement PDF to CSV

See how PDFin exports a clean CSV table with one bank transaction per row.

View guide

Trust

Upload your PDFs with more confidence

PDFin is built for sensitive financial documents without asking you to take a bigger leap of faith than needed.

Try without a card

Create an account and use your free credits before choosing a plan.

Automatic deletion

Original files and extracted data are automatically deleted after 30 days.

Protected account

Your conversions stay tied to your account and are not public.

Review before export

You can review and correct transactions before downloading Excel or CSV.

Pricing

Simple and transparent plans

Grow as you need. No hidden costs.

Starter

$15.00/mo

For people with occasional needs.

  • โœ“200 credits/mo (1 credit = 1 page processed)
  • โœ“Bank and credit card PDFs
  • โœ“Excel export
  • โœ“CSV export
MOST POPULAR

Professional

$30.00/mo

For accountants and financial teams.

  • โœ“500 credits/mo (1 credit = 1 page processed)
  • โœ“Bank and credit card PDFs
  • โœ“Excel export
  • โœ“CSV export
  • โœ“Priority support

Business

$60.00/mo

High-volume processing for companies.

  • โœ“1500 credits/mo (1 credit = 1 page processed)
  • โœ“Bank and credit card PDFs
  • โœ“Excel export
  • โœ“CSV export
  • โœ“Dedicated support
  • โœ“API access (Beta)

Ready to stop entering numbers manually?

FAQ

Frequently asked questions