download dots
AI ConvertersCategoriesPDF to Spreadsheet

🏦 AI Bank Statement PDF to Spreadsheet

Convert bank statement PDFs into clean transaction spreadsheets with date, payee, category, and amount — ready for reconciliation.

Your result opens in Taskade, ready to edit, automate, and share with your team.

  • Bring your source
  • Editable output
  • Save in Taskade
  • Share with your team
STATUS · LIVE
v1

01 / Refraction - glass crystallizes

AI Bank Statement PDF to Spreadsheet

Convert bank statement PDFs into clean transaction spreadsheets with date, payee, category, and amount — ready for reconciliation.

Start with AI
// glass crystallizes · the form transforms · the workspace receives

Most bank statement PDFs are designed to be printed, not parsed. This converter extracts the transactions cleanly — date, payee, debit / credit, running balance — and auto-categorizes for accounting.

What's Included

  • Per-Transaction Extract: Date, payee, memo, debit, credit, running balance
  • Auto-Categorization: AI tags each transaction (rent, utilities, payroll, software, etc.)
  • Multi-Statement Merge: Drop 12 monthly statements; get one annualized spreadsheet
  • Reconciliation Helper: Flags duplicate-looking transactions for review
  • Export Formats: CSV / Excel / OFX (for direct accounting import)

How To Use

  1. Clone this app
  2. Upload your bank statement PDFs
  3. The extractor processes; review the categorization in the table view
  4. Export to QuickBooks / Xero / your accounting platform

Discover more

More AI PDF to Spreadsheet Converters

View all AI PDF to Spreadsheet Converters