Bank statement conversion built for accounting work.
Reduce repetitive data entry when preparing books, reconciliations and transaction reviews. Fincary converts supported bank statement PDFs into structured Excel while keeping the workflow simple.
From statement PDF to usable transaction rows
The generated workbook is intended to make transaction review easier by organising available dates, descriptions, references, debits, credits and balances. Fincary is an automation tool, not a substitute for professional review or source-document verification.
From bank statement PDF to structured Excel
Fincary is designed to reduce repetitive copying from supported bank statement PDFs. Where the layout is supported, available transaction information is organised into an Excel workbook so it can be filtered, reviewed and used as a starting point for accounting work.
Transaction fields available in the output
Depending on the source statement, structured rows can include transaction dates, descriptions or narrations, references, debit amounts, credit amounts and balances. Statement layouts vary, so not every field is available in every PDF.
For bookkeeping and bank reconciliation workflows
Excel output can make it easier to review transactions, prepare bookkeeping work and compare bank activity with accounting records. Fincary is an automation tool rather than an accounting, audit, tax or financial-advisory service, and generated output should be checked against the original statement.
Password-protected PDF statements
When a supported PDF is password-protected, Fincary can request the password for temporary processing. The password is not intentionally stored permanently. Learn more about document handling on the Security page.
Important compatibility note
PDF structures and bank statement layouts can change. Scanned documents, altered layouts and other unsupported formats may not convert correctly. Fincary does not claim universal compatibility or guaranteed extraction accuracy.
Before you convert a statement.
No. Fincary's converter is focused on supported bank statement transaction structures and finance workflows.
Yes, as a working dataset or starting point. Verify the extracted rows against the original statement before relying on them.
No intentional permanent statement archive is created by the conversion workflow. Temporary job files are cleaned after processing.
No. Fincary is browser-based; conversion processing occurs on Fincary's server.
Explore related bank statement workflows.
Bank Statement Converter → Bank statement PDF to Excel → Bank statement to Excel for accountants →
Convert a supported bank statement to Excel.
A free plan is available for testing supported statements.