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How to convert a bank statement PDF to Excel

Upload the statement, check each drafted transaction against its page, approve one revision, and export it as XLSX.

Step by step

  1. 01

    Choose the statement PDFs

    Select up to 10 text, scanned, mixed, or password-protected PDFs. Each file can be up to 50 MiB and 250 pages.

  2. 02

    Let Fulla prepare a draft

    Selected vision routes extract transaction rows while deterministic checks examine dates, amounts, balances, row integrity, and page coverage.

  3. 03

    Review against the source

    Focus each row to see its source page and evidence box. Correct, split, merge, undo, and reconcile where needed.

  4. 04

    Approve one revision

    Approval records the exact reviewed revision that exports and API results will use.

  5. 05

    Export XLSX

    Download the approved workbook before the statement and derived content reach their 24-hour expiry.

Start with the file you received

Keep the original PDF intact. Fulla accepts statement PDFs with selectable text, page scans, a mix of both, or password protection. If a file is protected, the document flow asks for the password without storing it as ordinary document content.

  • Maximum file size: 50 MiB
  • Maximum length: 250 pages
  • Up to 10 PDFs in one upload

Review the evidence, not only the spreadsheet

A clean-looking table can still contain a wrong date, sign, amount, or merged description. Source-linked review keeps the page beside the drafted row so the correction has evidence.

Work through totals and balance transitions as well as individual rows. Fulla recalculates confidence from row integrity, dates, amounts, reconciliation, and page coverage, but that score does not replace approval.

Export the approved revision

XLSX is useful when the next step involves formulas, filters, formatting, or a person reviewing the workbook. The export uses the approved persisted revision, so an unsaved browser draft cannot become the final file.

The source, rows, review events, and export share a 24-hour lifetime. Download the workbook while the document is still available.

Questions about this guide

Can I export CSV instead of Excel?

Yes. The approved revision can be exported as CSV, XLSX, or JSON.

Does Fulla change my original PDF?

No. The source remains the review evidence while Fulla creates a separate drafted table and export.

Is the XLSX guaranteed to be accurate?

No. Extraction creates a draft. Review and approval are required before relying on the workbook.