Convert a bank statement PDF to Excel

How to Extract to Excel

1. 1

   Upload your PDF

   A report, invoice, statement or any document with tables, up to 300 MB and 200 pages.

2. 2

   Pick the detection mode

   Auto works for most documents; choose Lattice or Stream yourself if a table has an unusual layout.

3. 3

   Download the workbook

   One sheet per table, each value in its own cell. Cells arrive as text, numbers included, so SUM skips them until you convert them. Excel usually marks such cells: select them, open the alert next to them and choose Convert to Number.

What Auto did with two statements

The page opens with “Auto” under “Table detection”, the PDF to Excel default. On October 21, 2026, we tried it on a statement we made up: three pages, 75 rows. Its columns are Date, Description, Debit, Credit and Balance. On a ruled copy, with lines around every cell, Auto followed the grid: three tables of a header and 25 rows. A description printed on two lines stayed in one cell. On a borderless copy, Auto read how the text lines up instead. Every date and amount still landed in its own column, but each table began with the heading lines printed above it. Forcing “Stream (borderless tables)” on the ruled copy gave that result too, so leave “Auto” on.

One sheet for the whole statement

A statement is one long list, so on this page “Merge tables with the same columns” is already on under “More settings”. The ruled copy then came back as one sheet: the header once and all 75 rows below it. On the borderless copy, four heading lines sat on top, and the second line of each long description became a row of its own, 15 in all, with an empty Date cell. Delete those rows and 76 remain, as on the ruled copy, with long descriptions cut to their first line.

The amounts arrive as text

Every cell comes through as text, dates and amounts included: all 147 amounts on our statement were text cells. Excel's SUM ignores text values, Microsoft's help says, and in LibreOffice Calc a SUM over our Debit column gave 0. Microsoft's help page on numbers stored as text gives the fix, as of October 21, 2026: select the amount cells, open the alert beside them and choose “Convert to Number”. A formula in a spare column also works: =IF(C2="",0,NUMBERVALUE(C2,".",",")). It reads the statement's own decimal point and thousands commas, whatever your regional settings, and counts an empty cell as 0. Converted that way in LibreOffice, our Debit and Credit columns came to 11,692.64 and 7,166.41, the sample's own totals.

Your statement goes to our server

Table detection runs on our server, so the PDF is uploaded there. It is deleted as soon as the job finishes, and the workbook is wiped from the server within about two hours. Our runs took three to six seconds from “Extract to Excel” to “Download”. A statement that asks for a password is refused. Remove the password first in Unlock PDF; the password is never sent anywhere. A scan needs OCR PDF first. Our scanned copy then gave the same 75 rows, every amount intact. To continue in another tool, PulsarKit may store a local copy of your input or result in this browser. It can remain after you close the tab or restart the browser. Clear PulsarKit’s site data to delete it.

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