Convert Bank Statements to Excel in Seconds

Upload your PDF bank statement to BankSync. Our AI extracts every transaction and balance into clean, structured rows that you can download as Excel or CSV. You can also sync the data directly to Google Sheets, Notion, or Airtable instead of downloading a file.

Yes. Set up email forwarding to your unique BankSync inbox so every bank statement email is automatically processed. New statements are extracted and exported to Excel or synced to Google Sheets without any manual work.

The Excel export includes transaction date, description, debit amount, credit amount, running balance, and account information. For investment statements, it includes holdings and trade data. For loan statements, it includes balance, interest, and payment data. You can also use field mapping to customise which columns appear and their order.

BankSync exports standard .xlsx files compatible with Excel Online, desktop Excel, and Google Sheets. If you primarily use Google Sheets, BankSync can sync data directly to your spreadsheet without any file download.

Yes. Upload multiple PDF bank statements in one batch. BankSync processes each statement and combines the data, with deduplication to prevent duplicate rows when statements have overlapping date ranges.

For PDF extraction, BankSync's AI supports bank statements from any institution worldwide. For live bank connection, BankSync supports 10,000+ banks across the US and Canada via Bank Feeds, including Chase, Bank of America, Wells Fargo, Citibank, Capital One, and all major credit unions and brokerages.