How to convert PDF bank statements to Excel in Seconds
Stop Copying Data by Hand
If you’ve ever tried copying transactions from a PDF bank statement into Excel, you know how painful it can be. Broken formatting, missing columns, and endless manual data transfer.
Whether you’re a small business owner reconciling accounts, an accountant preparing reports, or just someone tracking expenses, you need your bank data in Excel - quickly and accurately.
That’s exactly what Oscar was built for. Instead of manually typing transactions, Oscar automatically converts bank statement PDFs into clean, structured Excel files.
In this quick guide, we’ll show you exactly how to convert a bank statement from PDF to Excel in seconds.
Step 1: Upload Your Bank Statement PDF
Head to Oscarbankstatementconverter.com and click “Get Started.”
Create a project folder on the home screen and then simply drag and drop your bank statement PDF, or click to browse your files.
Oscar supports most common bank formats including:
HSBC, Barclays, Lloyds, NatWest, Santander
Business bank accounts and e-statements
Scanned PDFs
Once your file is uploaded, Oscar automatically detects and processes your statement.
Step 2: Oscar Analyzes and Extracts Transaction Data
Unlike generic PDF converters, Oscar is designed specifically for bank statements.
That means it knows how to detect and label:
Transaction dates
Descriptions / references
Debit and credit amounts
Running balances
The result? A perfectly structured dataset, not a messy spreadsheet full of misplaced columns.
Step 3: Download a Clean Excel File
Within seconds, your converted statement is ready.
Simply click “Download Excel”, and you’ll get an .xlsx file, ready to go.
Whether you’re reconciling accounts in Excel or importing data into bookkeeping software, your data is now fully usable.
Step 4: Review & Automate (Optional)
For users who convert statements regularly, such as accountants, bookkeepers, and finance teams, Oscar offers:
Batch upload support (convert multiple PDFs at once)
Secure file storage
You can even create a repeatable workflow — upload, extract, and download Excel files for dozens of clients in minutes.
Step 5: Enjoy Bank-Grade Data Security
Oscar uses 256-bit encryption and secure, temporary processing.
Your bank statement data is never shared, stored permanently, or used for training.
All conversions happen securely in the cloud, following the same standards trusted by financial institutions.
Why Use Oscar Instead of a Generic PDF Converter?
Generic converters treat your statement like any other document — resulting in misaligned columns, missing amounts, or data merged into single cells.
Oscar’s system was trained to understand bank data structure, ensuring total accuracy.
Try It Yourself. Convert Your First PDF Bank Statement to Excel Now
Converting PDF bank statements to Excel doesn’t need to take hours.
👉 Try Oscar today and see how easy it is to turn your bank statements into clean, usable data — instantly.