Format Compatibility

Will Your Bank PDF
Convert to Excel?

Most bank statement PDFs work. Use the Format Finder to check yours in seconds, or scroll down to learn about the three PDF types we support.

Digital PDFs from online banking
Scanned statements with OCR
Mixed digital + scanned pages

Format Finder

Answer 3 questions to check compatibility

?

Select options above to check compatibility

Your PDF should work.

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May need extra steps.

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Password-protected PDFs need unlocking first.

Remove the password using your PDF viewer or bank, then try again.
Bank-grade encryption
Auto-delete after 1 hour
GDPR compliant
100+ bank formats tested

Quick Compatibility Checklist

Most bank statements meet these requirements

Works Great

  • Downloaded from online banking
  • Text is selectable (not just an image)
  • Has date, description, and amount columns
  • Running balance present (enables validation)
  • Clear, high-contrast scans (if scanned)

May Need Review

  • Low-resolution scans (under 200 DPI)
  • Handwritten annotations
  • No running balance column
  • Multi-currency statements
  • Heavily redacted statements

Won't Work

  • Password-protected (unlock first)
  • Corrupted or damaged files
  • Image files (.jpg, .png) not PDFs
  • Encrypted PDFs without password

Three Types of Bank Statement PDFs

We handle all three types using different extraction strategies

Best Results

Digital PDFs

Downloaded directly from online banking portals. Text is embedded and selectable.

  • 99%+ extraction accuracy
  • Fastest processing time
  • Full balance validation
How to identify: Open the PDF and try selecting text with your cursor. If you can highlight individual words, it's digital.

Scanned PDFs

Paper statements that were scanned. Each page is essentially an image inside a PDF wrapper.

  • OCR text recognition
  • 95%+ accuracy on clear scans
  • 300 DPI recommended
How to identify: You cannot select text, or the entire page selects as one block. May show slight skew or scanner artifacts.

Mixed PDFs

Some pages are digital, others are scanned. Common when banks merge statements or you combine files.

  • Auto-detects page type
  • Applies best method per page
  • Unified output format
How to identify: Some pages let you select text, others don't. Page quality may vary throughout the document.

See What You Get

Explore the four workbook tabs you'll download after conversion

Common Statement Layouts

We handle various column arrangements automatically

Best Fit

Standard Layout

Date Description Debit Credit Balance

Most common format with separate debit/credit columns. Enables full balance-chain validation.

Works Well

Single Amount

Date Description Amount Balance

Negative amounts for debits, positive for credits. Full validation when balance column present.

Limited Validation

No Balance Column

Date Description Debit Credit

Without running balance, we can't verify extraction accuracy. Review the Issues tab carefully.

Not Supported

  • CSV/Excel filesAlready in spreadsheet format
  • Image files (.jpg, .png)Not PDFs - convert first
  • Password-protected PDFsUnlock before uploading

How OCR Extraction Works

For scanned statements, we use optical character recognition

1

Image Analysis

We analyze each page to detect if it's digital or scanned, applying the optimal extraction method.

2

OCR Processing

For scanned pages, OCR converts the image to text while preserving spatial layout.

3

Table Detection

We identify table structures, column headers, and transaction rows across all page types.

4

Validation

Running balances are recalculated to verify accuracy. Mismatches are flagged for review.

Tips for Best OCR Results

Scan at 300 DPI or higher
Ensure pages are straight, not skewed
Use black & white mode for text documents
Avoid shadows and uneven lighting

Format Questions

Common questions about PDF compatibility

Troubleshooting

Quick fixes for common issues

Extraction looks garbled or misaligned

Usually indicates a scanned PDF with low resolution. Try re-scanning at 300 DPI with the page straight on the scanner bed.

Balance validation fails on every row

The statement may not have a running balance column, or we misidentified which column contains balances. Check the Issues tab for specifics.

Some transactions are missing

Multi-column layouts sometimes have transactions that span columns. Check if your statement uses a two-column format and contact support with an example.

Dates are wrong or in wrong format

We auto-detect date formats, but ambiguous dates (like 01/02/03) may be misinterpreted. The Issues tab shows which format we detected.

Ready to Convert Your Statement?

Upload any bank statement PDF and get clean, validated Excel data.

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