AI-Powered Bank Statement Converter

Automate your bank statement conversion with the #1 AI data extraction tool. Extract specific data from any bank statement with no model training or complex setup required.
  • Save time by automating manual data entry
  • Reduce errors and improve accuracy
  • Scale without hiring more people
  • No credit card required
  • 50 free pages
Trusted by thousands of finance and operations teams
Demo video

See Lido in action

Watch and learn how you can use Lido to extract data from any PDF in less than 5 minutes.
How it works

How to Convert Your Bank Statement Into Excel or CSV

Step 1:

Upload bank statement

Select native PDF bank statements or PDF containing scanned images of bank statements to upload. You can also drag and drop your bank statements into the upload box.
Step 2:

Convert to structured data

Lido uses advanced AI technology to identify and extract relevant data from your financial statements and convert them into structured data.
Step 3:

Download your Excel or CSV file

Within a few seconds, you can download your converted table and data in Excel or CSV file format.
Security

🔐 Your data stays private and secure

SOC 2 Type 2

HIPAA

Encryption

Information safeguarded with AES-256 encryption, both at rest and during transmission.

No training on your data

Your data remains untouched for AI training, backed by comprehensive data processing agreements.

Frequently asked questions

What is the best AI tool to convert bank statements to Excel?

Lido is the most accurate AI tool for converting bank statements to Excel, extracting transaction dates, descriptions, amounts, and running balances from any bank's format — including scanned and photographed statements — without templates. It handles multi-page statements and normalizes date and number formats automatically.

How do I convert a scanned bank statement to Excel?

Lido converts scanned bank statements to Excel using AI vision models that understand document layout and context, not just character recognition — so it handles low-quality scans, faxes, and photographed statements that break traditional OCR. Upload your statement, and Lido outputs structured transaction data in seconds with 99%+ accuracy.

Can AI extract transactions from bank statements in different formats?

Lido extracts transactions from bank statements in any format — from any bank, any layout, any quality — without per-bank templates or configuration. It normalizes dates, amounts, and descriptions into consistent columns regardless of the source format, and handles multi-page statements automatically.

Is there a secure way to convert bank statements to spreadsheets?

Lido is SOC 2 Type 2 certified and HIPAA compliant, with AES-256 encryption at rest and in transit — and never trains AI models on your data. Your bank statements are processed securely and exported to Excel, Google Sheets, or CSV. Start with 50 free pages to test before committing.

Start today with 50 free bank statement page conversions

  • No credit card required
  • 50 free pages
  • No technical knowledge needed
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