Convert bank statements to Excel without retyping a transaction
Convert a bank statement to Excel in one upload. Lido reads native and scanned PDFs from any bank and returns every transaction as a clean labeled row. No templates, no cleanup pass.
Convert bank statement PDFs to Excel, native or scanned
Scan bank statements into Excel from paper or phone photos
Date, description, amount, and running balance in labeled columns
No credit card required
50 free pages
Trusted by thousands of finance and operations teams
Upload one statement and get every transaction back as labeled rows in seconds.
Watch and learn how you can use Lido to extract data from any PDF in less than 5 minutes.
The invoice format is very, very difficult. Handwritten. In Vietnamese. Lido works perfectly.
Ellie Ho
Sr. Accounting Manager
No templates or training. Just describe what you need.
Our drivers just like to hand write everything. We had 6 FTEs just processing driver tickets until we found Lido.
Converting bank statements shows up under a few names: bank statement extraction, statement digitization, or just getting transactions out of a PDF. The people doing it are usually bookkeepers reconciling client accounts, CPA firms working through tax season, and lenders reviewing months of activity for an underwriting file. The input varies (checking, savings, and credit union statements, native PDF or scan), but the job is the same: convert PDF bank statements to Excel rows that match the paper exactly. Lido reads the pages, keeps debits and credits straight, and sends the results to Excel, Google Sheets, CSV, or an API.
Frequently asked questions
What is the fastest way to convert a bank statement to Excel?
Upload the PDF to Lido, name the columns you want (date, description, debit, credit, balance), and download the spreadsheet. Works on native PDFs and scans alike. There is no bank-specific setup, so the first statement takes about as long as the hundredth.
Can I convert bank statements to Excel in bulk?
Yes. Upload a year of statements in one go and Lido keeps every transaction tied to its source page. Each extracted field carries a confidence score, so you review the handful of flagged entries instead of proofreading thousands of rows.
Does it work on scanned bank statements?
Yes. Scans and phone photos run through OCR before extraction, and Lido reads them at 99%+ field-level accuracy. Skewed pages, stamps, and low-contrast copies are exactly the documents it was built for.
Which banks are supported?
All of them. Lido does not rely on per-bank templates, so a statement from a national bank and one from a two-branch credit union both work on the first upload. New layouts need zero configuration.
Can I send the transactions to Google Sheets or CSV instead?
Yes. Export to Excel, Google Sheets, or CSV, or pull results through the API if the transactions feed another system. The running balance column comes along so you can spot-check totals against the statement.
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