StatementIQ › PDF bank statement to Excel

How to convert a PDF bank statement to Excel

Copying a PDF bank statement into a spreadsheet sounds simple, but statements are built for printing, not for data. Tables break across pages, long narrations wrap onto extra lines, and scanned statements are just pictures of text. The result is a messy sheet that still needs hours of cleanup.

StatementIQ (Statement IQ) by Osasima reads the statement for you and returns a structured Excel workbook, with every transaction already categorised.

Why basic PDF-to-Excel converters fall short

• Rows split or merge when a narration wraps onto a second line.
• Headers and balances repeat on every page and end up mixed into the data.
• Scanned or photographed statements cannot be copied at all without text recognition.
• Even when the conversion works, you still have to categorise and summarise everything yourself.

How to convert a PDF bank statement to Excel with StatementIQ

1. Create a free account and top up your wallet.
2. Upload the statement exactly as your bank provided it — PDF or Excel.
3. StatementIQ extracts and categorises every transaction and cross-checks totals against the statement's own balances.
4. Review the analysis, then download the Excel workbook.

What is in the Excel file

• Transactions — every line, dated and categorised.
• Categories — totals by category across the statement.
• Monthly summary — inflows, outflows and net movement by month.
• Counterparties — the people and businesses behind the money.
• Anomalies — unusual amounts and duplicate charges, with reference numbers.

Frequently asked questions