How accountants can save hours converting clients bank statements to excel
The Hidden Time Drain in Accounting
For accountants and bookkeepers, time is money. Yet, many professionals spend hours manually entering client bank statement data into Excel. A repetitive task which always carries the risk of human error.
One misplaced column or misread transaction can throw off reconciliations, reports, and client trust.
That’s where Oscar comes in. By converting PDF bank statements into Excel instantly, Oscar frees you from manual work, ensures accuracy, and lets you focus on higher-value accounting tasks.
Step 1: Upload Multiple Client Statements in Seconds
Oscar allows batch uploads, so you can convert dozens of client statements at once.
Supported file types include:
PDF statements from major banks like HSBC, Barclays, Lloyds, NatWest, Santander
Scanned statements from clients
Image files like .jpeg or .png
Once uploaded, Oscar automatically detects each client’s transactions and structures them for Excel.
Step 2: Automatic Extraction of Transaction Data
Oscar recognises:
Transaction dates
References and descriptions
Debit and credit amounts
Running balances
This means every client’s statement comes out ready-to-analyse, with no broken rows or formatting errors.
No more spending hours reconciling mismatched columns or manually adjusting data. Oscar does it all automatically.
Step 3: Download Structured Excel Files
Each converted statement is saved as an .xlsx file, fully organized and immediately usable:
Transactions in individual rows
Correctly aligned columns
Clean formatting for Excel formulas and reporting
Whether you’re preparing tax returns, client reports, or cash flow analysis, your data is now fully usable with zero manual cleanup.
Key Benefits for Accountants
Save time: Batch convert multiple client statements in seconds.
Improve accuracy: Reduce human errors from manual entry.
Enhance efficiency: Spend more time on analysis, less on formatting.
Secure workflow: Keep sensitive client data safe and compliant.
Get Started With Oscar Today
Accounting doesn’t have to be slowed down by tedious data entry.
Upload your client PDF bank statements.
Download structured Excel files in seconds.
Reconcile, report, and analyze faster than ever.
👉 Try Oscar now and experience how accounting can become effortless and error-free.
Converting bank statements manually wastes time and increases risk. Oscar:
Automates extraction of transaction data
Supports batch uploads for multiple clients
Delivers Excel files ready for analysis
Protects client data with bank-grade security
For accountants, bookkeepers, and finance teams, Oscar is the fastest, most accurate, and secure solution in 2025.