PDF → Excel

Convert a bank statement PDF to Excel

Upload a bank statement PDF and get a clean Excel spreadsheet back — every transaction as its own row, ready to sort, filter or hand to a client. No manual retyping.

Why bank2tally

Built for accountants, not just a generic file converter

This started as a bank-to-Tally tool, so the Excel output comes from the same accurate, bank-specific parsing — not a generic PDF-table extractor guessing at columns. A few things that are different from most converters in this space:

How it works

Folio 1 Upload your statement PDF and choose your bank — HDFC, SBI, ICICI, Axis, Kotak, BOB, Union Bank and Canara.
Folio 2 Choose Excel as the output format instead of Tally XML.
Folio 3 Download the .xlsx — date, narration, reference, debit, credit and balance, one row per transaction.

Works on text-based PDFs (the kind net banking downloads). Scanned or photographed statements aren't supported yet. Password-protected PDFs work — you set the password when you convert.

What's in the spreadsheet

One row per transaction, already split into real columns

The output isn't a raw text dump of the PDF — each transaction becomes its own row with date, narration, reference number, debit, credit and balance already in separate columns, exactly as they were printed on the statement. That means you can sort by amount, filter to a date range, or drop the sheet straight into a pivot table without first cleaning up merged cells or stray line breaks, which is the usual mess a generic PDF-to-Excel tool leaves behind.

Common uses

Beyond feeding it into Tally

Accountants use the Excel output for working papers during an audit, for building a client-facing summary without exposing the original PDF, or for reconciling a statement against a general ledger in a spreadsheet before anything gets posted anywhere. Because the same upload can also produce Tally-ready XML, you don't have to decide up front — convert once, and choose the output that fits what you're doing with it that day.

Questions

Does bank2tally convert bank statements to Excel?

Yes. Choose Excel (.xlsx) as the output format when you convert — you don't need Tally to use this. The same upload can also produce Tally-ready XML if you need that instead.

Is the Excel converter free?

3 conversions a month are free, no signup needed for the first one. Beyond that, pay-per-use credit packs that never expire — not a subscription.

Which banks are supported for Excel conversion?

HDFC Bank, State Bank of India, ICICI Bank, Axis Bank, Kotak Mahindra Bank, Bank of Baroda, Union Bank of India and Canara Bank, using each bank's real statement layout rather than a generic PDF-table guess.

Try it on your own statement

One free conversion, no signup needed.