PDF Tools for Bank Statements
Extract transactions to Excel, redact account numbers, merge quarterly statements, OCR old paper statements — the statement toolkit.
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Statements as data, not documents
Banks send you statements as PDFs because printing is a legacy habit and email-as-PDF is the cheapest compliance path. But you usually want statements as data — a tidy transaction list you can total, filter, and reconcile. PDF to Excel handles the common case where the statement is a clean tabular layout: you get rows with date, description, amount, and balance columns. For less-structured statements (some credit card providers bury transactions in narrative text), Invoice Extractor can parse individual charges.
Redacting account numbers
Sharing a statement to prove income to a landlord or lender? Redact the full account number first — most statements show the number in plaintext on page one. Redact PDF with Auto-detect PII finds account numbers automatically.
Merging statements for tax prep
For year-end filings and loan applications, you often need 12 months of statements as one file. Merge PDF concatenates them with every page intact and searchable.
OCR for paper statements
If you've scanned older statements, OCR PDF makes them searchable — a prerequisite for extracting data via PDF to Excel or Invoice Extractor.
FAQ
Will transactions come out as clean rows in Excel?⌄
Usually yes for modern bank statement formats. Custom formats from smaller banks sometimes split descriptions across multiple rows — a quick manual cleanup in Excel handles that.
Can I redact a full statement in one click?⌄
Yes. In Redact PDF, upload the statement and click Auto-detect PII — account numbers, addresses, and phone numbers get flagged for one-click approval.
Is my statement data sent anywhere?⌄
Browser-based tools (merge, redact, compress) keep the file local. AI tools (Invoice Extractor) send text only to Anthropic — no page images, no storage.