Convert bank statements to Excel in minutes
Upload PDF statements from any bank or card and get every transaction in a clean, categorized Excel file. Get it right the first time, like thousands of business owners already do.
Set up in minutes. Cancel anytime.
| Date | Description | Category | Amount | |
|---|---|---|---|---|
| 1 | 03/01/2026 | ZELLE FROM J SMITH | Sales | 2,500.00 |
| 2 | 03/03/2026 | ADOBE *CREATIVE CLOUD | Software | -59.99 |
| 3 | 03/07/2026 | SHELL OIL 57442 | Fuel | -64.20 |
| 4 | 03/12/2026 | OFFICE DEPOT #1123 | Office Supplies | -132.45 |
| 5 | 03/15/2026 | GUSTO PAYROLL | Payroll | -3,840.00 |
| 6 | 03/22/2026 | STRIPE TRANSFER | Sales | 4,215.80 |
| 7 | 03/28/2026 | MONTHLY SERVICE FEE | Bank Fees | -15.00 |
Illustrative example.
See the quality on your own statement
Upload a statement to preview what Smart Clerk extracts. The preview covers the first 3 pages so you can check the accuracy; your account converts every page of every statement.
Drop your PDF statement here
or click to browse your files
PDF bank or credit card statement. The preview reads the first 3 pages.
Your data is protected
• 256-bit encryption • Never used for trainingDemo files are deleted after processing. See our Privacy Policy.
From PDF to spreadsheet in three steps
Upload your statements
Drop in PDF bank or credit card statements from any bank. Long, multi-page statements are fine.
AI extracts and categorizes
Every transaction is read with its date, description and amount, then sorted into a category. Opening and closing balances are captured so you can check the totals.
Export to Excel
Download a clean .xlsx file that opens in Excel, Google Sheets or Numbers, ready to analyze or import into your accounting software.
More than a PDF to Excel converter
Generic converters copy tables. Smart Clerk understands your transactions.
Your statements can do the bookkeeping too
The same upload that gives you a spreadsheet can keep your books up to date, all in one tool.
Tax-Ready Reports
Turn categorized transactions into a P&L and balance sheet you can hand to your accountant, lender or tax preparer.
AI-Powered Categorization
Every transaction is categorized automatically with 99% accuracy, learning from your business patterns.
Live Bank Feeds
Connect your bank instead of uploading every month. 10,000+ banks across the US & Canada, with new transactions categorized as they post.
Invoices & Receipts
Upload invoices and receipts and Smart Clerk extracts the details for you, right next to your bank transactions.
Vendor Spending Insights
Smart Clerk consolidates vendor names across banks, cards, and invoices, tracks spending by vendor, and reconciles transactions without duplicates.
Data Security
End-to-end encryption, access controls, and read-only connections keep data safe. We never use your data for AI training or sharing.
Join the businesses saving hours every week
"Smart Clerk turns days of work into hours. If you need end-of-year numbers for tax preparation, this is perfect. It quickly creates an income statement from your checking and credit card statements, and it imported all the information from my checking account into Smart Clerk in seconds."
"Smart Clerk has made managing finances so much easier for me as a small business owner. Uploading statements is quick, and everything gets sorted into clear reports in minutes. It saves me hours of work and lets me focus on running my business without the stress of bookkeeping."
"Smart Clerk has revolutionized how I handle financial data. Uploading bank statements and instantly getting organized, categorized reports is a game-changer. Generating profit and loss statements in just a few clicks lets me focus on my business instead of spreadsheets."
Choose the plan that fits your business
Start automating your bookkeeping today with our AI-powered platform
GROWTH
Perfect for growing businesses
Billed monthly, cancel anytime
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2 Bank Accounts
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100 invoices per month
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Auto-Categorization
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Best Accuracy Model
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P&L Report
- Learning Algorithm
PROFESSIONAL
Most popular choice for small businesses
Billed monthly, cancel anytime
-
Everything in Growth
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6 Bank Accounts
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250 invoices per month
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Multiple Company
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Learning Algorithm
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Priority Customer Support
Setup in minutes
Upload statements or connect your bank and start categorizing instantly
Cancel anytime
No long-term contracts or hidden fees
All plans automatically include document processing for the and tax years. Need to import older records? A one-time fee of $15 per account, per year applies for any documents dated before .
Bank statement conversion, answered
Upload your PDF statement to Smart Clerk. The AI reads every page, extracts each transaction with its date, description and amount, categorizes it, and lets you export everything to an Excel file in a few minutes.
Any bank. Smart Clerk doesn't rely on bank-specific templates, so it reads statements from any bank or card issuer, in any layout and language.
Yes. Credit card statements are converted the same way as bank statements, with every charge, payment and refund extracted and categorized.
Yes. The export is a standard Excel (.xlsx) file, so it opens in Excel, Google Sheets and Numbers, and can be used to import transactions into tools like QuickBooks or Xero.
Smart Clerk extracts transactions with 99% accuracy and shows the statement's opening and closing balances, so you can check the result before you export it.
Yes. Files are protected with 256-bit encryption and your data is never used to train AI models. Statements uploaded to the preview on this page are deleted after processing.
You can start completely free with 1 bank account. Paid plans start at $29 per month, billed monthly with no long-term contract, and you can cancel anytime. Before you sign up, you can preview the first 3 pages of a statement on this page.
Industry-leading accuracy. Effortless from day one.
Precise results, a clean workflow, and your finances done in minutes, not hours. Join 6,000+ businesses that rely on Smart Clerk.
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Step 0 of 0
Bank Name
Bank Account
Statement Period
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Account Holder
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Account Number
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Opening Balance
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Closing Balance
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| Date | Description | Category | Amount |
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Want the Full Statement?
This preview covers the first 3 pages. Create your account to convert every page of every statement and export it to Excel.
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