Bank statement converter — PDF to Excel, Google Sheets or QuickBooks
Every transaction from a statement PDF, scan or photo — as a spreadsheet you can reconcile.
Returns 17 fields for this type, all editable before you export.
How it works
From a bank statement to a spreadsheet, in three steps
Upload the statement
Drop in the PDF, scan or phone photo — or a whole quarter at once. Password-protected files need unlocking first; everything else is sanitised and compressed on arrival.
Every transaction read as a row
Account details, statement period and opening and closing balances come back as fields; each transaction line becomes a row with its date, description, amount, direction and running balance.
Reconcile in your own sheet
Check whatever is flagged low-confidence, then export to Excel, CSV, JSON, Google Sheets or QuickBooks-ready OFX — in your own column layout, so it drops straight into the books.
Extracted fields
Every field ParseForMe returns for this type
Straight from the extraction schema — what the parser fills in, not a wish list.
- Bank name
- Account number
- Iban
- Routing number
- Currency
- Opening balance
- Closing balance
- Name
- Address
- Start
- End
- Date
- Description
- Amount
- Direction
- Running balance
- Category
Pre-built templates
Start extracting in minutes, not hours
Pick a layout that matches your workflow, or bring your own. Map the columns once and every bank statement after it exports the same way.
Browse all templatesDate · Description · Amount · Direction · Running balance · Category · Account
Use templateDate · Description · Statement amount · Book amount · Difference · Reconciled
Use templatePeriod · Account · Opening balance · Money in · Money out · Net change · Closing balance
Use templateDate · Merchant · Amount · Category · Card last 4 · Business or personal · Receipt on file · Reconciled
Use templateUpload your own sheet as the export format instead. Map your columns to the extracted fields once, and every future document lands in exactly that layout.
Use your own templateIntegrations
Send bank statement data straight into the tools you already use
All solutions
Bank statements are one document. Your business runs on many.
Every type below goes through the same upload, the same review step and the same export — and draws on the same token balance. Start with bank statements today and add another next week; there are no parsing rules to rebuild when you do.
Document types
- Bank & credit card statementsYou are here
- Invoices & accounts payable
- Receipts
- Purchase orders
- Shipping & delivery notes
- Resumes & applications
- Payslips
- Utility statements
By industry
Use cases
Who uses bank statement parsing, and what for
Bank statements
Bookkeepers
Reconcile a client month without typing it: every transaction arrives as a row, ready to match against the ledger.
More for bookkeepersStart from a matching template
Questions
Frequently asked questions
Can ParseForMe read a scanned or photographed bank statement?
Yes. Alongside PDFs it handles scans and phone photos (PNG, JPEG, TIFF, WebP) up to 20 MB — OCR reads the transactions the same way it reads a digital PDF.
Does it work with password-protected statement PDFs?
Not while they are locked. Password-protected PDFs are rejected for your security — remove the password in your PDF viewer first, then upload the unlocked file.
Can I export bank transactions to QuickBooks?
Yes. Bank statements export to QuickBooks-compatible OFX, as well as CSV, XLSX, JSON and Google Sheets. You review and correct the data before it leaves ParseForMe.
How are debits and credits distinguished?
Every transaction row carries an explicit debit/credit direction plus its signed amount and running balance, so money in and money out stay unambiguous in the export.
Parse your first one free
No card · Review every field · One token per parsed page