Question 1

What is Bank Statement Extract?

Accepted Answer

Bank Statement Extract converts PDF bank statements into structured transaction tables with dates, descriptions, debits, credits, and balances. It accepts scanned and digital PDFs from any bank, shows a free preview, and lets users export the results as Excel or CSV. Uploads are encrypted, deleted after extraction, and not used for AI training.

Question 2

What's the bottom line on Bank Statement Extract?

Accepted Answer

Bank Statement Extract converts scanned or digital PDF statements into Excel and CSV transaction data for accountants, bookkeepers, lenders, and finance teams.

Question 3

What are Bank Statement Extract's key features?

Accepted Answer

Extracts transaction dates, descriptions, debits, credits, and balances from PDF statements Processes both scanned and digital PDFs using OCR for scanned documents Previews extracted transactions before payment Exports statement data to Excel (.xlsx) and CSV Supports statements from every major bank Deletes uploaded statements after extraction Encrypts uploads in transit and does not use statements for AI training

Question 4

What are the best use cases for Bank Statement Extract?

Accepted Answer

Convert client statements into spreadsheets for reconciliation and bookkeeping Extract months of transactions for entry into a ledger Structure applicant statements for income and cash-flow assessment Create consistent Excel or CSV data from statements issued by different banks

Question 5

What are the pros and cons of Bank Statement Extract?

Accepted Answer

Pros: Handles both scanned and digital PDF bank statements Provides a free preview before users pay to export Does not require an account to start Offers Excel and CSV exports States that uploads are encrypted, deleted after extraction, and excluded from AI training Cons: Uploads are limited to PDF files Exports are limited to Excel and CSV in the listed plans Monthly plans impose page limits, from 100 to 2,000 pages Full statement export requires payment after the free preview

Question 6

What is the pricing for Bank Statement Extract?

Accepted Answer

Starter: $29/mo; Pro: $99/mo; Business: $299/mo. Checked on 2026-09-01.

Question 7

Who is Bank Statement Extract best for?

Accepted Answer

accountants: Useful for turning client PDF statements into spreadsheet data for reconciliation and bookkeeping. bookkeepers: Monthly page plans suit recurring statement conversion before ledger entry. lenders: Applicant statements can be converted into structured data for income and cash-flow assessment. finance teams: A practical option for standardizing statements from different banks into Excel or CSV.

Question 8

What are the best Bank Statement Extract alternatives?

Accepted Answer

Alternatives to Bank Statement Extract include GPTExcel, Kensho, Master deep work with AI, Symphony.

Bank Statement Extract

›What is Bank Statement Extract?

›What are the pros and cons of Bank Statement Extract?

›What are Bank Statement Extract’s key features?

›What are the best use cases for Bank Statement Extract?

›What is the pricing for Bank Statement Extract?

›Who is Bank Statement Extract best for?

›What are the best Bank Statement Extract alternatives?

›Where can I try Bank Statement Extract?

Plan	Price	Details
Starter	$29/mo	100 pages per month with Excel and CSV export for scanned or digital PDFs.
Pro	$99/mo	600 pages per month with Excel and CSV export for scanned or digital PDFs.
Business	$299/mo	2,000 pages per month with Excel and CSV export for scanned or digital PDFs.