Bank statement conversion workflow
Bank statement conversion for recurring bookkeeping
Turn bank statement PDFs and images into transaction rows. Review dates, descriptions, amounts and balances, then export CSV or Excel for your bookkeeping.
See the transaction behind the balance change
The source statement provides the description, date and amounts. The converter flags inconsistent balances for review; it does not change values to make them balance.
Illustrative example with fictional figures
Product screenshot coming soon
A verified bank statement conversion screenshot will appear here. The workflow is live and available to try free.
Business impact
Move statement data into the spreadsheet without retyping it.
Convert transactions into rows you can inspect, correct, and export before they enter the next finance process.
01
Remove manual entry
Extract transaction dates, descriptions, debits, credits, and balances from the statement.
02
Check before export
Review flagged rows and compare them with the source page before accepting the data.
03
Use the output immediately
Export clean rows to CSV or Excel for reconciliation, analysis, or record keeping.
What you receive
Transaction rows with a review step built in.
The result keeps extracted values and statement references together so corrections happen before export.
Structured transactions
Dates, descriptions, debit and credit amounts, and balances in consistent columns.
Flagged rows
Fields that deserve a closer look are surfaced for review.
Source-page checks
Trace a row back to the statement page when you need to verify it.
CSV or Excel export
Download the corrected transaction data in a format ready for further work.
From statement to spreadsheet
Statement in. Reviewable transaction rows out.
- 01
Add the statement
Upload one PDF or image statement free. Paid use supports batches of up to 10 statements.
- 02
Review the rows
Check extracted transactions and correct fields where the statement says something different.
- 03
Export the data
Download the reviewed rows as CSV or Excel for the next finance task.
For recurring statement conversion
Process batches and keep the conversion history.
The paid workflow is for recurring statement work that needs higher capacity and a record inside the workspace.
- Convert batches of up to 10 bank statements.
- Keep previous conversions available in the workspace.
- Review and correct transaction rows before every export.
- Use statement conversion alongside the other active Arthur & Co workflows.
What it costs
One free run per verified email. No account or card required.
Platform costs €69 per month, or €55 per month billed yearly (€660 per year). All active workflows and 2 seats are included.
40 monthly credits cover 40 batches of up to 20 pages each, or 13 batches of 41–50 pages using 39 credits.
See plans and usage limitsBank statement conversion questions.
Which statement files can I upload?
The free converter accepts PDF, JPEG, JPG, PNG, and WebP files up to 15 MB. PDFs can contain up to 10 pages for the free conversion.
Can I correct the extracted data?
Yes. Review the transaction rows, inspect flagged fields, and correct the data before exporting it.
Which export formats are available?
Export the reviewed transaction rows as CSV or Excel.
What does paid use add?
Paid use supports batches of up to 10 statements, keeps conversion history, and includes the workflow alongside every active Arthur & Co workflow in Starter.
Convert your next bank statement
Try the result with your own files before choosing a plan.
Convert one statement freeThe converter exports transaction data. It does not post entries, categorise spending or reconcile your books.