For individuals
Convert your own bank statements to Excel, free to start
Budgeting, tracking spending or gathering paperwork for a mortgage or a rental starts with your transactions in a spreadsheet. Upload your PDF statements and get them in seconds.
Try it for Free!
No credit card required · 5 free pages a day · Encrypted · Deleted after 72 hours
Pricing · For accountants and bookkeepers · For tax specialists · For paralegals and lawyers
- 1,800+ statements converted
- 8,000+ pages processed
- 1,000+ people have used it
Sound familiar?
You can see it, not use it
Your bank shows the transactions but will not let you sort or total them the way you want.
Old statements are PDF only
Past years are often only available as PDF downloads.
Paperwork needs numbers
Applications and reviews ask for figures you have to add up yourself.
How individuals use Financial Converter
Budgeting and spending review
Sort a month or a year of transactions to see where the money goes.
Mortgage and rental applications
Prepare the figures an application asks for from your statements.
Keeping your own records
Save your transactions in a file you control before you close or change an account.
Taxes
Gather income and expenses for the year in one sheet.
How it works for individuals
Download your statements
Get the PDFs from your online banking.
Upload them
Each statement is read and checked against its closing balance.
Open it in Excel
Download Excel or CSV and sort, total and chart it however you like.
Everything you need to go from PDF to spreadsheet
Any bank, any layout
Our AI reads statements the way a person would, so there are no templates to set up. Checking, savings and credit cards, in any country.
Totals that add up
Every statement is reconciled: the opening balance plus every transaction must equal the closing balance printed on the statement, so you can trust the numbers before you use them.
Batch and merge
Upload many statements at once, then merge the results into a single spreadsheet.
Private by design
Your documents are encrypted and deleted automatically after 72 hours.
Excel or CSV
Download clean files, or explore and sort the transactions in your dashboard.
API access
Plug conversion into your own workflows with our API, available on the Starter and Pro plans.
Questions from individuals
Is it really free?
Yes. The free plan includes 5 pages a day and needs no credit card.
Does it work with my bank?
Yes. The AI reads statements in any layout, so there are no templates and no list of supported banks.
Will my statements be stored?
Documents are encrypted and deleted automatically after 72 hours, and you can delete them yourself at any time.
Can I use it on several months at once?
Yes. Upload the statements together and merge them into one sheet.
What do I get back?
An Excel or CSV file with the date, description, amount and balance of every transaction.
Is there a free plan?
Yes! You only need to create an account to get started. No credit card is required.
Do you offer refunds?
We can't refund processed documents as our ML algorithms are expensive to run.
What types of accounts do you support?
Our converter is designed to handle a wide range of account types with a robust algorithm. It can seamlessly convert various accounts that our customers commonly send us, including but not limited to: savings, checking, joint accounts, credit cards, loans, mortgages, etc.
How safe do you keep my documents?
We use bank-grade encryption protocols to safeguard your documents during both transmission and storage.
What is your data retention policy?
For extra security, we automatically delete documents from our servers after 72 hours of being processed. You can always increase this policy on your account.
Do I get charged if a document was not processed?
No! We only charge you for documents that were successfully processed.
Start converting statements for free
Get Started for Free
No credit card required. Documents are encrypted.