FinTaxLife/FinDashFinTaxFinSightTools

Tools / Bank Statement to Excel

Bank Statement to Excel & Analyzer

Extract transactions from a selectable-text bank statement PDF, check the running balance, categorize spending and export clean Excel, CSV or JSON.

1 · Upload
2 · Extract
3 · Analyze
4 · Export
Drop a bank statement PDF here, or click to choose
Best for selectable text · 20 MB max · use PDF OCR for scans
Bank layouts vary. Low-confidence rows are marked “review”. Reconcile before accounting, tax or audit use.
● Private by design: extraction and analysis run in your browser; the statement is not uploaded to FinTaxLife.

Frequently asked questions

Will it work with every bank?

It supports many selectable-text statement layouts, but bank PDFs are not standardised. Review flagged rows against the original statement.

Does the statement leave my device?

No. PDF extraction and analysis are performed in your browser.

Can I use the output directly for tax filing?

Use it as a working paper. Reconcile it to the original statement and accounting records before relying on it.