Can it handle scanned or blurry documents?

Standard extraction runs first. If confidence is low, advanced extraction can use OCR or AI to clean up difficult rows.

Can I download CSV files?

Yes. The extraction flow supports CSV output for review and import workflows.

Convert bank statements to CSV

Q: Is my financial data secure?

Doc2Excel stores uploaded files in private buckets, processes files server-side, and schedules extraction data to expire after a short retention window.

Turn bank statement PDFs into import-ready CSV files with clean transaction rows and consistent columns.

Standard extraction first
Private file flow
Preview rows before export

Convert Document

Upload a file to securely extract transaction and table data.

Document TypeOutput Format

Standard extraction is free.Secure and private

How to convert bank statements to csv

Upload

Select your file and confirm the document type.

Extract

Doc2Excel reads transaction rows, table columns, and confidence.

Download

Export a clean CSV file for review or import.

Common problems this solves

Need a spreadsheet-ready transaction file

Bank portal no longer exports the period you need

CSV imports rejected by accounting tools

Frequently asked questions

Is my financial data secure?

The production flow uses private uploads, server-side processing, and a scheduled 24-hour expiry for uploaded files and extracted preview data.

Can it handle scanned files?

Yes. Standard extraction runs first. Advanced extraction can be used for scanned or low-confidence pages when credits are available.

What columns are included?

Bank and credit card exports are designed around date, description, debit, credit, and balance fields, with output adjusted for Excel, CSV, or QuickBooks-ready CSV.