Your bank statements, finally in a spreadsheet
Tax deadline next week. An accountant asking for a year of transactions. A lender wanting proof of income. All of it starts with getting numbers out of PDFs.
For small business owners, Export Bank Statement converts bank statement PDFs into Excel or CSV for free, up to five a day without an account or twenty when signed in. Every statement is checked against its closing balance. It also shows spending by category, flags recurring payments, and can produce an income and affordability report for a loan or mortgage application.
- check_circleChecked to the closing balance
- check_circleFiles deleted after processing
- check_circleNever used to train AI
Why owners end up here
Most small businesses don't have a bookkeeper on call. When the accountant asks for a year of transactions, or it's time to file, someone has to get them out of the bank's PDFs.
Banks often only offer PDFs for older periods, and exports from banking apps can be patchy. A spreadsheet you can trust is what you actually need.
What people usually do
Upload a statement
No account needed for Excel or CSV.
See the picture
Spending by category, money in and out by month, recurring payments.
Send it on
Excel for your accountant, or QuickBooks and Xero files on a paid plan.
Built around how small businesses work
Free for occasional use
Five conversions a day without signing up, twenty when you sign in. Excel, CSV and JSON are always free.
Where the money went
Transactions are grouped into 12 spending categories, with a month-by-month view and your top merchants.
Subscriptions you forgot about
Recurring payments are picked out automatically, which is often the quickest saving you'll find.
Income report for lenders
Detected income and how consistent it is, as a PDF you can share with a broker or lender. It's a summary, not a credit decision.
Is it right for you?
thumb_upA good fit if
- checkYou do your own books or hand them to an accountant once a year
- checkYou need transactions for a tax return or loan application
- checkYou want to see spending without setting up software
do_not_disturb_onProbably not for you if
- closeYou need a full accounting system (use QuickBooks, Xero or Zoho with our files)
- closeYou need financial advice (we show figures, we don't advise)
Where most small businesses start: Free
Most owners never need more. Upgrade to Starter if you want QuickBooks or Xero files.
Frequently asked questions
Do I need to create an account?expand_more
No. You can convert five statements a day to Excel or CSV without one. Signing in raises that to twenty.
Can I give the income report to a mortgage lender?expand_more
You can share it, and brokers find it a useful summary. It isn't a credit decision or financial advice, and a lender may still ask for the original statements.
Are the spending categories the same as my accountant's?expand_more
No. They're everyday spending groups like groceries, transport and bills, useful for seeing where money goes. Your accountant will still code transactions to your chart of accounts.