Get Free Lite
🔒 100% Local — Your Files Never Leave Your Computer

Turn PDF Bank Statements Into Clean Excel, Without Uploading Confidential Data

Convert PDF bank, credit-card and invoice documents into ready-to-reconcile Excel or CSV on your own machine. No browser upload, no server, no API key — with automatic PII masking built in.

Runs offline on Windows / macOS / Linux No subscription or per-page fees Account & ID numbers auto-masked

The Problem With Online “PDF to Excel” Sites

If you handle client money, uploading a statement to an unknown website is not a convenience — it is a compliance risk.

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Confidential data on someone else's server

Online converters store your uploaded PDFs. A full bank statement contains account numbers, balances, counterparties and sometimes national ID numbers.

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Broken rows and merged cells

Generic OCR tools flatten tables. Borderless bank layouts — where columns align only by position — come back as misaligned text you have to fix by hand.

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Per-page pricing and recurring fees

Most services charge by the page or lock batch work behind a monthly subscription, even though conversion is a one-off task for many small practices.

What It Does

A focused, privacy-first extraction engine — not a bloated SaaS suite.

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Statement to spreadsheet

Extracts dated transactions, descriptions, debit/credit amounts and balances into clean rows across multi-page statements.

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Invoices & card statements

Handles supplier invoices and credit-card billing PDFs in addition to current and savings account statements.

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Automatic PII masking

Masks card and account numbers, ID numbers, phone numbers and emails in the output with selectable masking levels.

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Borderless table support

Reconstructs columns from positional alignment for statements that have no visible grid lines, not just bordered tables.

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Encrypted PDFs

Opens password-protected and encrypted digital PDFs so you are not blocked by document security settings.

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Batch & offline

Process multiple files in one run with no internet connection, no API key and no per-page meter running.

From PDF to Reconciled in Four Steps

No account, no cloud dashboard — download and run.

Download the tool

Grab the edition that fits — start with the free Lite to confirm the output quality on your own statement.

Point it at your PDF

Select a digital (text-based) statement or invoice. The tool reads it entirely on your local machine.

Choose your masking level

Keep full detail for internal books, or mask account and ID fields before sharing a reconciled file externally.

Export Excel or CSV

Get clean, consistently headed columns ready for reconciliation, pivot tables or import into accounting software.

Local Converter vs. Online OCR Websites

CapabilityThis local toolTypical online converter
Files uploaded to a serverNever — fully offlineYes, required to process
Automatic PII / account maskingBuilt in, selectable levelsRarely offered
Borderless bank layoutsPositional column reconstructionOften misaligned
Encrypted / password PDFsSupportedFrequently rejected
Pricing modelOne-time, no subscriptionPer-page or monthly fee
API key or sign-upNoneAccount usually required

Frequently Asked Questions

Straight answers about privacy, formats and the two editions.

Is my financial data uploaded to a server?

No. The converter runs locally on your own computer. Your PDFs and the extracted data never leave your machine, which is why accounting firms and auditors handling confidential client data prefer it over online OCR websites.

Which statement formats are supported?

Digital (text-based) PDF bank statements, credit-card statements and invoices from most banks, including both bordered tables and borderless layouts where columns align by position. Scanned, image-only PDFs need OCR first and are handled separately.

What is the difference between the free Lite and the full edition?

The free Lite runs the core conversion on sample files so you can verify accuracy before paying. The full edition removes page and volume limits, adds batch processing and the complete PII masking rule set for production bookkeeping work.

Does it mask sensitive personal information?

Yes. Built-in masking hides account and card numbers, national ID numbers, phone numbers and email addresses in the output, so reconciled files can be shared without exposing client PII.

Do I need an API key or a subscription?

No API key and no recurring subscription. It is a one-time download that runs offline, with no per-page fees and no dependency on any external service.

Reconcile Your Next Statement Without the Privacy Risk

Try the free Lite edition on a real file first, then upgrade to the full converter for batch work and complete PII masking. Download instantly — no account needed.