CPAs, accountants, and tax software all work better with spreadsheets than PDFs. Convert your Chase, Bank of America, or Wells Fargo statement to Excel in seconds — ready for Schedule C, 1099 reconciliation, or your accountant.
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See how to convert a bank statement PDF to Excel in under 30 seconds — no signup, no software to install.
How American taxpayers and accountants use our tool every tax season
Freelancers and self-employed Americans need to categorize every business transaction. Export your bank statement to Excel and add a Category column for fast Schedule C prep.
Your CPA charges by the hour. Hand them a clean Excel spreadsheet instead of a PDF — it cuts their review time in half and reduces your bill.
Some tax software accepts CSV imports for business income/expense reporting. Our CSV output is formatted to map cleanly to tax categories.
Cross-reference your 1099 income against your bank deposits using Excel VLOOKUP. Much easier than scanning PDFs line by line.
IRS audits require transaction-level documentation. An Excel spreadsheet is far more auditor-friendly than a stack of PDFs.
Many states require business income documentation. A sorted, filtered Excel file is the standard format accepted by state revenue departments.