BankStatementMate

BankStatementMate is a bank statement converter that turns PDF, PNG and JPG statements into Excel or CSV files with five transaction columns: Date, Description, Debit, Credit and Balance. It is meant for people who would otherwise retype transactions from a PDF into a spreadsheet, for filtering, adding notes, reconciliation or preparing a reviewed table for someone else. Processing runs in the browser, so statement files are never uploaded.

A user chooses a statement, optionally selects the PDF pages that hold transactions, and picks Excel or CSV. Digital PDFs are read through local text extraction, while scanned PDFs and images go through on-device OCR, which needs a one-time download on first use. A preview shows the extracted rows so dates, amounts and balances can be compared with the original before the file is downloaded.

The converter flags running-balance mismatches and stops the export when columns are missing or ambiguous rather than guessing. Repeated transactions in labelled detail sections can be matched so they are not exported twice. Excel output writes amounts as numeric cells on a Transactions sheet, and CSV output carries the same columns as plain text. BankStatementMate does not categorize spending, connect to bank accounts or give accounting advice.

The converter is tuned for English tables with separate Date, Description, Debit, Credit and Balance headings, and files are limited to 10 MB and 5 PDF pages. It does not produce QBO or OFX files and does not read password-protected PDFs. A verified account gets one free successful conversion; paid options are a $17.90 page pack of 19 pages, a $35.90 monthly plan with 200 pages, and a $109.90 yearly plan with 400 pages per month.

Use cases

• Moving bank statement transactions into Excel for filtering, formulas and notes
• Producing CSV files for spreadsheet cleanup, reconciliation or an import workflow
• Reading scanned statements and phone screenshots with local OCR
• Importing reviewed transactions into Google Sheets