Convert bank-statement to EXCEL | ClearVault

Convert PDF bank statements to EXCEL with ClearVault. Our parser recognizes Chase, Bank of America, Wells Fargo, Citibank statement layouts automatically — transaction date, description, amount, and running balance. For bank-statement-to-quickbooks-excel, download an import-ready EXCEL file for QuickBooks, Xero. Steps: download PDF from online banking, upload to ClearVault, choose EXCEL, verify totals, and import into QuickBooks, Xero, or Sage. QBO, QFX, OFX, MT940, and CAMT.053 are supported alongside CSV depending on your accounting software. Trusted by bookkeepers, freelancers, and small businesses who process monthly statements without manual data entry.

FAQ

How do I convert a PDF bank statement to EXCEL?

Upload your PDF statement, select EXCEL as output, review extracted transactions, and download the file for import into QuickBooks.

Which accounting software supports EXCEL import?

Our EXCEL files work with QuickBooks, Xero, Sage, MYOB and other major accounting platforms in your region.

Is my bank data secure?

Yes. Files are encrypted in transit, processed securely, and deleted automatically. GDPR compliant.

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