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.
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.
Invoices
Extract vendor, invoice number, amounts, due dates, and line items from invoice PDFs.
Investment Statements
Extract holdings, trades, and portfolio balances from brokerage statements.
Loan Statements
Extract outstanding balance, interest rate, payment schedule from loan PDFs.
Receipts
Extract merchant, date, amount, and items from receipt images and PDFs.
Custom Documents
Define your own fields and extract from any structured financial document.
Sync to your workspace — or download
Skip the file download and push data straight into the tools you already use.
Or download your data as a file
Frequently asked questions
How do I convert a financial PDF to a spreadsheet?
What types of financial PDFs can BankSync convert?
Can I convert scanned PDFs to spreadsheets?
Can I automate PDF to spreadsheet conversion?
What spreadsheet formats are supported?
Convert your financial PDFs to spreadsheets
Bank statements, invoices, brokerage statements — all converted automatically.
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