Convert statements and bills into Excel

Utility bills, membership statements, brokerage or account summaries — SheetConvert reads the document and extracts the charges, dates, and totals into a spreadsheet, whatever the statement's layout looks like.

  • Handles utility bills, membership statements, and account summaries — not just bank transactions
  • No separate setup per issuer or statement layout
  • Line-item charges are extracted as structured rows
  • Multi-page statements are processed in full
PDFJPGPNGWEBPExports to Excel (.xlsx)

Three steps, and then nothing.

1Upload your documentDrop in a PDF or image file, into the template you're working with.
2Each field is automatically detectedThe AI engine extracts them from every document you upload to that template.
3Review and exportCheck the extracted fields against the original, fix anything that needs it, then export to CSV or JSON. You stop opening the attachments.

Related conversions.

Questions about this conversion.

It covers a broader category — utility bills, membership or subscription statements, and account summaries — rather than bank transaction lists specifically. If you're working with bank or credit card statements, our bank statement page is more targeted.