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StatementPilot

Microsoft Excel integration

PDF bank statements → Excel

Download converted bank statements as formatted Excel workbooks with real dates, numbers, filters and a reconciliation summary sheet.

Convert a statement free 20 free pages / month · no card

Last updated

Quick answer

Export any conversion as an .xlsx workbook: transactions with real dates and numbers, separate debit/credit columns, running balance, filters and a summary sheet showing the reconciliation result.

Ready for workpapers

  • Frozen header and auto-filter
  • Number formats with negatives in red
  • Summary sheet with balances and warnings
  • Works in Excel for Windows, Mac and Excel online

Frequently asked questions

Does it work with Excel for Mac?

Yes, the .xlsx format opens in every modern version of Excel, Numbers, LibreOffice and Google Sheets.

At a glance

Export formats
XLSX, CSV
Where to import
Open the .xlsx file directly

Try it on your own statement

20 free pages every month, every export format included.

Start free

Convert your first statement in under a minute

20 free pages every month. No credit card. Every export format included.