AI statement extraction
Extracts transaction data, dates, descriptions, and amounts from PDF bank statements and turns them into structured spreadsheet-ready output.
ConvertMyBankStatement
ПодтвердитьConvertMyBankStatement converts PDF bank statements to Excel, CSV, or JSON for accountants and tax professionals. Supports password-protected PDFs, batch uploads, merges, and email submission.
Bank statement conversion for spreadsheets and accounting workflows
ConvertMyBankStatement is an AI-powered bank statement conversion service that turns PDF statements into usable formats such as Excel and CSV. It is positioned for people who spend time re-entering transaction data from bank documents and need a faster way to move that information into spreadsheets or accounting workflows.
The site says it automatically extracts transaction data, dates, descriptions, and amounts, with support for password-protected PDFs, batch and merge uploads, and email-based submission. The product pages emphasize accountants, tax professionals, and other power users who need to process bank statements in a structured format without manual transcription.
Features
Multiple export formats
Exports converted data to Excel, CSV, and JSON, giving users formats for spreadsheets, imports, and downstream processing.
Password-protected file support
Accepts password-protected PDFs and requests the password during upload so protected statements can still be processed.
Batch and merge uploads
Supports batch and merge uploads, which is useful when users need to process multiple statements or combine files in one workflow.
Email upload workflow
Offers email-based submission by forwarding a statement PDF to the account email address, then notifying the user when processing is complete.
Support options for higher tiers
Includes tier-specific support options, with 24/7 support on Professional and 24/7 dedicated support on Business.
Use cases
Spreadsheet-ready transaction extraction
Use the service to convert downloaded PDF statements into Excel or CSV so transaction data can be reviewed, sorted, and analyzed in a spreadsheet.
Accounting and tax preparation
Send bank statement PDFs into accounting or tax workflows when you need structured transaction data instead of manually entering lines from a statement.
Protected PDF processing
Upload password-protected statements when the original file is locked but still needs to be converted into usable data.
Email-based statement intake
Forward statements by email when you want to send files straight from a mailbox associated with the account rather than uploading through the web interface.
Multi-file conversion workflows
Process multiple files with batch and merge uploads when statements arrive in separate PDFs or need to be combined into one conversion run.
Pros and Cons
Pros
- Converts PDF bank statements into structured output for Excel and CSV workflows.
- Supports password-protected PDFs.
- Offers batch and merge uploads for multi-file processing.
- Provides an email-forwarding workflow for easier submission.
- Publishes tiered plans for individuals, power users, and teams, with higher tiers including 24/7 support.
Cons
- The site does not publish detailed setup or integration documentation beyond email upload.
- The FAQ notes a 3,000-page-per-file limit, so very large documents may require support assistance.
FAQ
What does ConvertMyBankStatement do?
ConvertMyBankStatement is an AI-powered service that extracts transaction data from PDF bank statements and converts it into usable spreadsheet formats such as Excel and CSV.
Which output formats are supported?
Yes. The FAQ says it can convert PDF bank statements to CSV, and the site also lists Excel and JSON as available export formats.
Can it handle password-protected bank statements?
Yes. If you upload a password-protected PDF, you are prompted to enter the password so the document can be processed.
Can bank statements be uploaded by email?
Yes. You can forward a bank statement PDF to `contact@convertmybankstatement.com` from the email address associated with your account, and the file will be processed automatically.
Is there a page limit?
The FAQ says documents up to 3,000 pages per file are supported. For larger files, the site directs users to contact support.
Quick Facts
- Category
- Document conversion
- Primary output
- Excel, CSV, JSON
- Primary users
- Accountants, tax professionals, power users, teams
- Pricing shape
- Paid plans plus a one-time credit pack; 5 free credits are mentioned on the site
- Source domain
- convertmybankstatement.com
- Submission options
- Web upload and email forwarding