Bank statement to Excel converter
A statement PDF that only opens as a picture, a screenshot from a banking app that won’t export, a photo of a printed statement — this turns the transaction list into rows you can actually reconcile.
Last updated: September 2026
Before you upload: crop or black out the account number and any other identifying details you don’t need — the image travels to a third-party AI vision API for the few seconds it takes to read it. You only need the transaction rows themselves.
5 of 5 extractions left this month on the free plan
You can also paste with Ctrl / Cmd + V · JPG, PNG, WEBP up to 10 MB · PDF (Premium) · Select several at once (Premium)
How it works
- 1
Upload the screenshot or photo
A banking app screenshot, a scanned page, or a phone photo of a printed statement — any of them work as a starting point.
- 2
Transactions come back as rows
Date, description, and amount are separated into columns instead of one flat block of text.
- 3
Fix and export
Check amounts and dates against the source before exporting — every cell is editable, and it is your reconciliation, not the AI’s.
Read the redaction note before you upload
The image does travel to a third-party AI vision API for the few seconds it takes to read it — the same as any image processed by ShotToSheet. For a bank statement specifically, that means account numbers and balances are visible in the frame during that window. If that is a concern, crop or black out account numbers and any other identifying details before uploading — you only need the transaction rows themselves, not the header.
What you get back
A transaction list you can sort, filter, and total — not another image.
- Date, description, and amount as separate columns, in the order they appeared
- A genuine .xlsx workbook or .csv, whichever your reconciliation tool wants
- Every cell editable before export, so a misread digit gets caught before it reaches your books
- Nothing is stored — the image is read in memory and discarded the moment the table is returned
Free tool vs. dedicated bank statement software
Both get transaction rows into a spreadsheet — the difference is what you have to set up first:
| Bank statement software | ShotToSheet | |
|---|---|---|
| Cost | Usually a paid subscription or per-document fee | Free to start |
| Setup | Account creation, sometimes a bank login connection | None — upload and go |
| Works from one screenshot or photo | Not typically the intended use case | Yes — that is the whole point |
| Bank login required | Some products connect directly to your bank | Never — no login, no ongoing sync |
| Best for | Recurring reconciliation across many accounts | A one-off statement, or a handful of them |
Frequently asked
Crop out or black out the account number and any other identifying details you don’t need — you only need the transaction rows. The image is never stored, but it does travel to a third-party AI vision API for the few seconds it takes to read it.
If a running-balance column is visible in the image, it comes back as its own column like any other. Check it against the statement, since a single misread amount will throw off every balance below it.
Free and Pro read one image at a time — screenshot or photograph each page separately. Batch upload for multiple images in one pass is a Premium feature.
No — there is no login to your bank and no ongoing sync. It reads whatever single image you give it, once, and returns a spreadsheet.
Yes — after extraction, both "Download .xlsx" and "Download .csv" are available for the same result, so pick whichever your reconciliation tool or accounting software actually imports.
No installation — it runs in the browser on desktop or mobile. Upload a screenshot or photo of the statement and export directly, no desktop software required.
Yes — ShotToSheet is free to start, runs entirely in the browser, and needs no account to convert your first few statements.
Premium can upload the PDF directly and pick the page. On Free or Pro, take a screenshot of the statement page first and upload that image instead.
Related
Invoice to Excel
For itemized invoices rather than transaction lists.
Receipt to Excel
For reconciling individual receipts against the statement.
Extract Table from Image
The general-purpose version for any table.
PDF to Excel
For statements you have as a PDF rather than a screenshot.
Privacy
What is and isn’t stored, in full.