Accounting Tip: Convert PDF Bank Statement to Excel for Effortless Business Money Management

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Excel is a popular choice for managing accounting tasks like budgeting and reconciliation. This Microsoft platform offers various powerful tools that are beneficial for organizing cash flow, such as formulas and functions to calculate expenses, or graphs to visualize financial progress. Despite those helpful features, Excel still requires manual data entry for transactions, which can be a hassle and inconvenience for your business. Worry no more! There is a secret tip for inputting financial transactions automatically. You can transform your PDF bank statement to Excel using cutting-edge tools like Stately Converter.

Let’s find out the step-by-step guide of how Stately PDF Bank Statement to Excel Converter can help financial management!

Why you should choose Stately Bank Statement Converter vs. Others

When you type “PDF to Excel conversion” in a search engine, numerous online tools will be available. However, choosing the right one is important to obtain the best results in your file conversion. Select a converter tool like Stately, which is specially designed for processing bank statements, ensuring that all transactions are correctly converted without loss of formatting. 

Here’s why Stately Bank Statement Converter is a better option than others.

Stately Bank Statement ConverterOther Converter Tools
Structured and clean resultInconsistent result
Versatile for banks around the worldLimited compatibility
Fast processingSlow loading
Free access with daily quotaOne-time free use
High level of data protectionNo protection at all

How Stately Bank Statement Converter Can Benefit Accounting Tasks

Converting PDF bank statements to Excel spreadsheets is the easiest way to streamline accounting tasks that involve managing bank transactions. There are numerous benefits of using Bank Statement Converter, such as:

  • A more cost-effective option than full-package accounting software
  • Structured output that easily to integrate with
  • Reduce repetitive tasks of manual data input
  • Easier expenses classification 
  • Faster financial bookkeeping and account reconciliation

How to Convert PDF Bank Statements to Excel With Stately: A 5-Step Guide

Step 1: Go to https://stately-convert.com/ and register using your email address and password

    Step 2: After you signed in, start uploading your first bank statement. Please make sure that the files must be no larger than 5 MB per upload.

    Step 3: After you signed in, start uploading your first bank statement. Please make sure that the files must be no larger than 5 MB per upload.

    Step 4: Once the bank statement is successfully converted to Excel, you can download the file to your device.

    Step 5: With the result, you can now easily access, organize, and further process the bank transactions in Excel according to your needs.

    Try it out: Convert PDF Bank Statements to Excel quickly with Stately Converter by Fintelite

    • Excel
    • Json

    Invoice.xls