Built for US business owners, accountants, and CFOs. Convert Chase Business, Bank of America Business, or Wells Fargo Business statement PDFs to Excel or CSV — ready for QuickBooks, your CPA, or SBA loan submissions.
Supported Business Accounts
+ 14 more US banks
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| # | Date | Description | Debit | Credit | Balance | |
| 1 | 1 | 01/06/2026 | UPI-HDFC-John Doe-HDFC001 | 2,500.00 | 47,500.00 | |
| 2 | 2 | 02/06/2026 | NEFT-SALARY-ACME Corp | 65,000.00 | 1,12,500.00 | |
| 3 | 3 | 03/06/2026 | ATM-CASH WITHDRAWAL | 10,000.00 | 1,02,500.00 | |
| 4 | 4 | 05/06/2026 | POS-AMAZON PURCHASE | 3,299.00 | 99,201.00 | |
| 5 | 5 | 07/06/2026 | UPI-SWIGGY-FOOD ORDER | 450.00 | 98,751.00 | |
| 6 | 6 | 10/06/2026 | IMPS-RENT PAYMENT | 15,000.00 | 83,751.00 |
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How American businesses use bank statement exports every day
Convert each month's business statement to Excel, add a Category column, and hand it to your bookkeeper. Eliminates manual entry completely.
SBA lenders require 2 years of business bank statements. Excel format is preferred over PDFs — easier to review, sort, and annotate.
Use Excel formulas to build rolling 90-day cash flow projections from your business account data — directly from the converted spreadsheet.
Cross-reference payroll transactions against your bank statement in Excel. Much faster than searching through PDFs.
Add a Category column to your Excel output and use Excel's filter feature to sum expenses by vendor, type, or department.
Convert multiple business account statements and combine them in Excel to get a consolidated view across locations.