How to convert your bank statements from pdf to excel format?

Here's a step-by-step guide on how to use Rocket Statements to convert your PDF bank statements to Excel.

How to convert your bank statements from pdf to excel format?

Do you spend hours manually converting PDF bank statements into Excel every month? Rocket Statements offers a simple, fast way to automate the conversion process so you can access your financial data with ease.

At Rocket Statements, we understand the headache of dealing with PDF bank statements. As a small business owner or accounting professional, you need your financial data in an accessible and usable format. That's why we created an innovative tool to seamlessly convert PDF statements into Excel or CSV files.

Our easy-to-use platform is designed to streamline your bank reconciliation and reporting workflows. Simply upload your PDF bank statements from any major U.S., Canadian, UK, Australian bank and our technology takes care of the rest.

Powered by advanced machine learning algorithms and artificial intelligence, Rocket Statements can accurately parse even the most complex statement layouts. Our conversion process eliminates manual data entry errors and provides you with clean, formatted Excel/CSV files ready for analysis.

Here's a step-by-step guide on how to use Rocket Statements to convert your PDF bank statements to Excel:

  1. Sign up for a Rocket Statements account online. You can choose an affordable paid subscription based on your needs.
  2. Upload your PDF bank statements. Rocket Statements supports statements from all major international banks.
  3. Sit back while Rocket Statements works its magic. Our AI technology with our home cooked algorithms will instantly parse and extract the data from your PDF.
  4. Download the converted Excel file. You'll receive an Excel spreadsheet with your statement data, neatly organized and ready to use. Everything happens in less than a minute, too!
  5. Import into accounting software. The Excel format allows for easy importing into QuickBooks, Xero, FreshBooks and more.
  6. Repeat monthly. Upload new statements each month for continuous reconciliation and reporting.

In just minutes, Rocket Statements can convert even complex PDF bank statements into Excel with 100% accuracy. Our advanced machine learning algorithms eliminate the headaches of manual data entry.

At Rocket Statements, we live by our principles of speed, ease-of-use and security. Our cloud-based software is designed for fast uploads and conversions, so you get your converted statements in minutes. Our intuitive interface makes it simple for anyone to use, no learning curve required. And your data remains safe with our enterprise-grade security protections.

"Rocket Statements has been a total game-changer for my small maple syrup business. Its AI copilot feature converts our monthly bank PDFs into Excel with 100% accuracy in just minutes. No more wasting time on manual data entry and reconciliation. With Rocket Statements, I simply upload the PDFs and instantly get back organized Excel spreadsheets ready to import into QuickBooks. It's made my financial reporting processes infinitely more efficient. I'm absolutely thrilled to get back those lost hours each month on bookkeeping!! I highly recommend Rocket Statements to any business owner.."