Extract Transactions from a Bank Statement PDF

BankSheet extracts transaction rows from bank statement PDFs and outputs structured data you can review and export to CSV or XLSX.

Most useful when

• Bank feeds are unavailable or incomplete
• Only PDF statements exist for a required period
• Catch-up bookkeeping needs historical transactions quickly
• Manual re-entry is too slow and error-prone

What BankSheet does

• Identifies transaction rows in statement text
• Extracts key fields (date, description, amount, balance where present)
• Provides preview before export
• Exports to CSV or XLSX

Privacy

Statement files and transaction data are deleted after conversion.

Upload a statement PDF -> Extract transactions

FAQ

Will this work on scanned PDFs?

Scanned/image-only PDFs are harder to parse reliably. Current MVP works best with text-based PDFs.

How do I validate the output quickly?

Use the preview to spot-check dates, totals, signs, and missing lines before exporting.

What extraction issues are most common?

Layout differences (wrapped descriptions, running balances, multi-line rows). These are the main reliability edge cases and are actively improved over time.