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Bank2XL — Bank Statement to Excel

ExtensionTools
Item media 1 (screenshot) for Bank2XL — Bank Statement to Excel

Overview

Convert bank statement PDFs to Excel, CSV & QuickBooks — and verify every total against the statement's own balance.

Drop a bank statement PDF in the Bank2XL side panel. Get a balance-verified Excel file back in 15-30 seconds. What you get - AI extraction with no per-bank rules — works on new layouts without code updates - Balance reconciliation on every output: opening + credits - debits = closing - Three-sheet Excel workbook (account info, transactions, validation) - CSV export for QuickBooks Online and Xero (manual upload flow) - Works on text-layer PDFs and scanned statements via OCR Coverage We've tested around 30 statements from banks across eight countries on multiple continents — major retail banks, regional banks, and credit unions. Statements from banks we haven't tested often work too because the vision model generalizes, but we don't promise a result until we run them. Methodology, the full test corpus breakdown, and current accuracy numbers: https://bank2xl.app/accuracy.html Privacy - Files are sent over TLS and processed in memory - By default we keep uploads for 24h in an encrypted debug vault so we can investigate failed extractions, then auto-delete - Opt-out checkbox in extension Settings keeps the file in memory only — never written to disk - We don't train AI on your content and don't share it - Full retention details at https://bank2xl.app/data-retention.html Pricing - Free during beta: 10 statement conversions per day per extension install - No signup, no credit card - Paid plans are not active yet; we'll announce 30 days in advance Support - support@bank2xl.app - https://bank2xl.app/contact.html

Details

  • Version
    1.2.9
  • Updated
    June 20, 2026
  • Size
    22.37KiB
  • Languages
    English
  • Developer
    Website
    Email
    sntpeter@gmail.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

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Bank2XL — Bank Statement to Excel has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Bank2XL — Bank Statement to Excel handles the following:

Financial and payment information
User activity

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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