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neatstatement

Convert bank and credit card statement PDFs to Excel or CSV in your browser

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Ahrefs Domain Rating set in type 25 Oct 2026, reset 25 Oct 2026.

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A browser-based PDF converter that transforms bank and credit card statements into clean Excel or CSV spreadsheets without uploading files to any server.

The story so far

Screenshot of the neatstatement homepage
Homepage of neatstatement

neatstatement converts messy bank and credit card statement PDFs into clean, organized spreadsheets with properly separated columns for date, description, debit, credit, and balance. The tool runs entirely in your browser using JavaScript, meaning your financial documents never leave your computer or get sent to any server.

In addition to Excel and CSV exports, neatstatement can generate files in accounting software formats including QuickBooks (.qbo), Quicken (.qfx), and OFX formats for use with GnuCash and other financial applications. The converter handles layout quirks like wrapped descriptions and split date columns, and includes built-in reconciliation checking to verify that conversion errors haven't occurred.

The tool works with text-based PDFs from any bank. It explicitly refuses to process scanned statements or photographs of statements, as these would require error-prone optical character recognition on financial figures. Users can verify that no upload occurs by checking their browser's network tab or by converting statements while offline.

Typeset features

  • Converts PDFs to Excel, CSV, QBO, QFX, and OFX formats
  • Handles wrapped text and split columns correctly
  • Verifies accuracy with balance reconciliation checking
  • Supports statements from any bank
  • No sign-up required for Excel and CSV exports
  • Explicitly refuses scanned statements to prevent errors

Pricing

Pricing model: Freemium

Free for Excel and CSV exports with no limits. Accounting software formats (QBO, QFX, QIF, OFX) are free for one statement per day; Pro is $9 a month for unlimited exports in these formats.

Questions and answers

Is my bank statement uploaded anywhere?

No. The PDF is read by JavaScript running on your own machine. Nothing from the statement is sent to a server. You can verify this by checking your browser's network tab while converting or by converting while offline.

Does it work with scanned statements?

No. Scanned statements are photographs of pages with no readable text, only pixels. Optical character recognition on financial figures is unreliable and can turn 8 into 3, creating spreadsheets that look correct but contain errors. If you can select numbers with your cursor in a PDF viewer, it will work; if not, ask your bank for the text-based PDF from online banking.

Which banks are supported?

Any text-based PDF works regardless of the bank. The listed banks have had their specific layouts verified against real statements to handle quirks like wrapped descriptions and split date columns correctly.

Is there a file size or page limit?

Excel and CSV exports have no page limit, no account requirement, and no watermark. Accounting software formats (QBO, QFX, QIF, OFX) are free for one statement per day; the Pro plan at $9 a month removes that limit.

How do I know the numbers came out right?

Check the balance column by taking any row, adding the debit or credit to the balance above it, and verifying it matches. If every row reconciles, the columns are correct. This single check catches almost every kind of conversion error.

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