Bank Statement Converter

Convert Bank Statements to Google Sheets, Notion, Airtable & Excel

Upload a PDF statement or connect your bank directly. BankSync extracts transactions, balances, and more — then syncs structured data straight into your workspace. No CSV files, no manual imports.

Start Converting Free See how it works

✓ 14-day free trial✓ 10,000+ banks supported✓ Bank-level security

How it works

From PDF to your workspace in four steps.

Upload your bank statement

Upload a PDF bank statement or forward it via email to your unique BankSync inbox. Supports scanned and digital PDFs from any bank.

AI extracts transactions & balances

Our AI reads the statement and extracts every transaction row — date, description, debit/credit amounts — plus account balances. No template setup required.

Map fields to your schema

Match extracted fields to your spreadsheet columns or database properties. Choose which data goes where — amounts, dates, categories.

Data lands in your destination

Structured data flows directly into Google Sheets, Notion, Airtable, or Excel. New statements are processed automatically via email forwarding.

Two ways to get your data in

Start with a PDF today. Upgrade to live sync whenever you're ready.

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Upload PDF statements

Upload any PDF bank statement — digital or scanned. Or forward statement emails to your unique BankSync inbox. AI extracts transactions and balances, no templates needed.

✓Works with any bank, worldwide
✓Supports scanned & digital PDFs
✓Process batches of statements at once
✓Email forwarding for ongoing automation

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Connect your bank directly

Skip the PDF entirely. Connect to 10,000+ US, Canadian, and Australian banks via Bank Feeds and transactions sync automatically — daily, weekly, or on your schedule.

✓10,000+ banks across US, Canada & AU
✓Transactions, balances, holdings, loans
✓Automatic scheduling — no manual effort
✓Real-time monitoring & alerts

Learn about Bank Feeds

More than just transactions

BankSync extracts all the data that matters — not just the transaction list.

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Transactions

Date, description, debit, credit, running balance

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Balances

Opening and closing account balances

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Holdings

Investment positions from brokerage statements

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Trades

Buy/sell activity from investment statements

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Loans

Balances, interest, payments from loan statements

Why not just use a PDF converter?

Most converters hand you a file. BankSync builds a workflow.

Feature

BankSync

Basic converters

Output destination

Notion, Airtable, Google Sheets & Excel

CSV or Excel file to download

Setup effort

Once — email forwarding handles future statements

Repeat conversion every month

Data types

Transactions, balances, holdings, loans & more

Transactions only

Field mapping

Fully customisable to your schema

Fixed output format

Deduplication

Built-in — no duplicate rows

None

Live bank sync

Connect bank directly — no PDFs needed

PDF upload only

Your bank data, in your tools

Data flows directly into the destination you already use — no new apps to learn.

Google Sheets

Notion

Airtable

Frequently asked questions

How do I convert a bank statement PDF to Google Sheets?

Upload your PDF bank statement to BankSync (or forward it via email) and select Google Sheets as your destination. BankSync's AI extracts transactions and balances and syncs them directly to your spreadsheet — no manual import needed. You can also connect your bank account directly for automatic real-time syncing without any PDFs.

What data is extracted from a bank statement?

BankSync extracts transaction dates, descriptions, debit amounts, credit amounts, running balances, and account information from bank statements. For investment statements, it also extracts holdings, trades, and portfolio balances. For loan statements, it extracts outstanding balances, interest rates, and payment information.

Can I convert bank statements to Notion?

Yes. BankSync can sync extracted bank statement data directly to a Notion database. Map transaction fields to your Notion database properties — date, description, amount, category — and data flows in automatically. This is unique: most bank statement converters only export CSV or Excel files.

How is this different from a regular PDF to CSV converter?

A regular PDF to CSV converter gives you a file to download and then manually import into a spreadsheet each month. BankSync syncs data directly to your destination with custom field mapping, deduplication, and ongoing automation via email forwarding. Set it up once and every new statement is processed automatically.

Do I need to upload a PDF, or can I connect my bank directly?

Both options are available. You can upload PDF statements or forward them via email for one-off or ongoing processing. Alternatively, BankSync's Bank Feeds feature lets you connect your bank account directly via secure open banking, syncing transactions and balances automatically from 10,000+ US, Canadian, and Australian institutions — no PDFs needed.

Which banks are supported?

For PDF extraction, BankSync's AI supports bank statements from any institution. For live bank connection, BankSync supports 10,000+ banks across the US, Canada, and Australia including Chase, Bank of America, Wells Fargo, Citibank, Capital One, TD Bank, CommBank, Westpac, NAB, and ANZ.

Start converting bank statements in minutes

Upload a PDF or connect your bank directly. Data lands in Google Sheets, Notion, Airtable, or Excel automatically.

Get Started Free

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