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PDF to Spreadsheet

Convert Financial PDFs to Spreadsheets Automatically

Upload any financial document — bank statements, invoices, brokerage statements, loan documents. BankSync's AI extracts structured data and syncs it to Google Sheets, Notion, Airtable, or downloads as Excel and CSV.

Convert PDFs FreeSee Document Extractor
✓ 14-day free trial✓ Digital & scanned PDFs✓ 6 document types supported

Every financial document type

BankSync extracts structured data from 6 types of financial documents.

🏦

Bank Statements

Extract transactions, balances, and account info from any bank statement PDF.

TransactionsBalancesAccount info
🧾

Invoices

Extract vendor, invoice number, amounts, due dates, and line items from invoice PDFs.

VendorInvoice numberAmountsLine items
📈

Investment Statements

Extract holdings, trades, and portfolio balances from brokerage statements.

HoldingsTradesPortfolio value
🏠

Loan Statements

Extract outstanding balance, interest rate, payment schedule from loan PDFs.

BalanceInterest ratePayments
🧾

Receipts

Extract merchant, date, amount, and items from receipt images and PDFs.

MerchantDateAmountItems
📄

Custom Documents

Define your own fields and extract from any structured financial document.

Any fields you define

Sync to your workspace — or download

Skip the file download and push data straight into the tools you already use.

Google Sheets

Google Sheets

Sync directly →

Notion

Notion

Sync directly →

Airtable

Airtable

Sync directly →

Or download your data as a file

Excel (.xlsx)CSV

Frequently asked questions

How do I convert a financial PDF to a spreadsheet?
Upload your PDF to BankSync — bank statement, invoice, or any financial document. BankSync's AI reads the document and extracts structured data that you can download as Excel or CSV, or sync directly to Google Sheets, Notion, or Airtable.
What types of financial PDFs can BankSync convert?
BankSync converts bank statements, invoices, investment/brokerage statements, loan statements, receipts, and custom financial documents to spreadsheets. The AI handles both digital PDFs and scanned paper documents.
Can I convert scanned PDFs to spreadsheets?
Yes. BankSync's OCR technology handles scanned paper documents as well as digital PDFs generated by software. Whether you photographed a paper invoice or exported a digital bank statement, BankSync can extract the data.
Can I automate PDF to spreadsheet conversion?
Yes. Set up email forwarding to your unique BankSync inbox so PDFs forwarded via email are processed automatically. New PDFs are extracted and synced to your destination without any manual uploads.
What spreadsheet formats are supported?
BankSync supports export to CSV and Excel (.xlsx), plus direct sync to Google Sheets, Notion, and Airtable. For Google Sheets, you can also use BankSync's official Google Workspace Marketplace add-on.

Convert your financial PDFs to spreadsheets

Bank statements, invoices, brokerage statements — all converted automatically.

Get Started Free

14-day free trial • Cancel anytime

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Connect to 10k+ financial institutions across the United States and Canada. Sync your financial transactions to Notion, Airtable and more for budgeting.

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