The Easiest Way to Accurately Convert PDF Bank
Statements to Excel

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Bank Card Statements

Save Hours of Manual Effort by Converting Picture or PDF Bank Statements to Excel or CSV with 100% Accuracy*

Any Format, Any Bank or Card Issuer, Any Size, Accuracy
Verified and Guaranteed!*

Why Receipt Bot is not an ordinary
PDF Bank Statement OCR Software

Intelligent Sorting & Validation

Intelligent Sorting & Validation

Statement pages automatically linked to bank and card accounts

No Templates Required

No Templates Required

Download consistent excel format without templates or extraction forms setup

Duplicate Identification

Missing or Duplicate Identification

Duplicate and missing pages flagged by system algorithms

Cloud Based

Cloud Based

No software download or set-up required, simply use cloud app.

Reference Recognition

Reference Recognition

Automatically identifies cheque references and line text

Many Output Formats

Many Output Formats

Download Data in Excel, QBO, OFX, QIF, QFX, IIF and many CSV formats.

Accurately Convert Bank Statements PDF to Excel.

Upload Bank Statement

Standard Formats for most Accounting Software

Receipt Bot’s standardized and highly accurate PDF Bank Statement extracts can be downloaded in many popular formats compatible with your favorite accounting software.

Excel (Standard Format): This is the most common Bank Statement format that contains the extracted data of all bank statement columns, such as date, description, reference, money in and out and balance.
CSV Formats: Compatible CSV formats for the following accounting software: Sage One, Reckon One, WaveApps, Xero, FreeAgent, Capium, IRIS Accounts Production and Quickbooks Online. You can define your own CSV format as well using an intuitive interface.
OFX: Standard OFX format is compatible with popular accounting software that accept OFX Bank Statement upload, (e.g. Xero, QuickBooks Online, FreeAgent, MYOB, Sage One and Wave.)
QFX: Standard QFX output is compatible with software that accepts this format (e.g. QuickBooks Online, QuickBooks, FreeAgent, LessAccounting and WaveApps).
QIF: Standard QIF output is compatible with any software that accepts this format (e.g. Xero, MYOB.).
QBO: Standard QBO format is compatible with to QuickBooks Online. Further, we provide an enhanced QBO (QuickBooks Desktop) for easy upload to QuickBooks Desktop.
IIF (QuickBooks Desktop): This format enables users to record statements directly as accounting transactions in QuickBooks Desktop, allowing you to speed up bookkeeping.
Custom CSV Format: You can design your own CSV format or contact us to add any new format as a standard output format

Thousands of Entrepreneurs, Businesses, Bookkeepers and Accountants Trust Receipt Bot OCR to extract data and Convert Bank Statements to CSV or Excel!

Great user experience Trustpilot Budget Friendly

No technical set-up, complex template building or
document mapping required!

Convert Picture or PDF Bank Statements to Excel, OFX, QFX, QIF, QBO,
IIF and CSV format in three easy steps!

Upload

Upload

Bank Statement Files

You can upload statements as PDF files or images for data extraction to Excel and other popular accounting software file formats.

01

Extracts and Verifies Data

Receipt Bot

Extracts and Verifies Data

It takes a few hours for Receipt Bot to extract data from Bank & Card statements and perform verifications to ensure you get the accurate results.

02

Download

Download

Statements Data in Desired Format

You can download data in a number of predefined formats, e.g. Excel, CSV, QBO, OFX, QFX, IIF, QIF, or define formats to meet your requirements

03

Start trial now and convert PDF Bank Statement to
Excel or CSV for FREE.**

Upload Bank Statement

Transparent Pricing

Three document credits charged for one page of bank statement.
Unused credits on paid plans are carried forward to the next month, up to six months.
Unlimited businesses, clients, users and staff members in a single pricing plan.
Switch plans, renew or cancel subscription at any time.

See Pricing Plans

User-friendly Support

Chat, email & call support 8:00 AM to 8:00 PM UTC.
Knowledge base with detailed tutorials, help articles and videos.
Dedicated support manager and priority support for premium plan subscribers.
Onboarding support to get you started in no time.

Schedule a demo

30 FREE Credits** & 20% Discount for Six Months

Claim FREE Credits

Frequently Asked Questions (FAQs)

Receipt Bot extracts are standardised with field recognition. i.e. all fields, date, description, amount, money in/out and balance fields are recognised and classed into correct data type, ensuring that the extracts are ready to use without any further work, which also enables Receipt Bot to run accuracy check algorithms guaranteeing the data is error-free.
Receipt Bot utilises supervised Machine Vision and OCR engines to extract data from documents and uses proprietary standardisation algorithms to recognise and standardise data into correct columns. So irrespective of statement format, you always get the output in a standardised format.
Receipt Bot runs over forty data validation algorithms for arithmetical and logical accuracy tests on cleansed and standardised data. For any validation failure or confidence score below the defined threshold, the data is reviewed and fixed by our expert operators.
Of course, yes! Receipt Bot accurately extracts data from scanned paper or picture statements. Scanned pictures are more promising and ensure better results. However, you can also take pictures from a good quality mobile camera. Kindly check the legibility of the documents, and ensure scans are straight and titled. Uneven or folded pages can cause errors.
Yes, we successfully process 99% of the English language bank and card statement formats and continuously creating new models for new document formats. You can assess the extraction quality for your documents using our free trial.
On average, it takes up to an hour to process bank statements, though the processing time may vary depending on the document quality and system load.
The application employs the highest level of SSL encryption, similar to that used by banks. The application and data are hosted on the UK servers of a reputable global cloud services leader.
Yes, Receipt Bot coverts PDF bank statements to standard formats such OFX, QFX, IIF, QIF, QBO, CSV and Excel. You can download multiple statements for one account in a single file and upload to your accounting software saving you hours of manual data entry. You can also define your own custom CSV output format.

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* Accuracy measured based on numbers, references & dates. The accuracy of description text varies depending on document/picture quality.

** Convert 10 statement pages with 30 trial document credits. Please refer to the pricing page for pricing and credit utilization details.

Currently documents only in the English language are supported. Service is available only in the countries listed in this support article.