Stop retyping bank statements.

statement.work reads bank statements (PDFs, scans, even phone photos) and turns every transaction into a clean Excel or CSV file. Any bank. Any layout. No templates to set up.

You're on the list. We'll email you when it's your turn.

Early access for accountants, bookkeepers and small businesses.

july-statement.pdf july-statement.xlsx
Example output: transactions extracted from a sample bank statement
Date Description Category Amount Balance Extracted
2026-07-02Amazon MarketplaceSupplies-86.404,123.95
2026-07-03Stripe payoutIncome+2,315.006,438.95
2026-07-05Hollis Property MgmtRent-1,850.004,588.95
2026-07-08Adobe Creative CloudSoftware-52.994,535.96
2026-07-09Harlow & Co, invoice 1042Income+1,200.005,735.96
2026-07-11Monthly maintenance feeBank fees-12.005,723.96
2026-07-14Amazon Web ServicesSoftware-214.605,509.36
Same columns, every bank CSVExcelJSON
A sample statement going in, a clean table coming out. Illustrative data.

The part of the job nobody bills for.

Every month, the same statements. Every bank, a different layout. And the numbers still have to go into a spreadsheet one way or another.

  • Copy from a PDF and the columns fall apart.

    Dates land in the amount column. One description splits across three cells. You fix it row by row.

  • Scanned statements can't be copied at all.

    A client sends a scan, or a photo taken on their phone. Now you're typing every line by hand.

  • Templates break.

    The tool you set up for one bank chokes on the next bank's layout. So you set it up again.

  • Hours disappear.

    A long statement can eat an afternoon. Mistype one figure and the balance won't tie out.

statement.work does that part for you.

From PDF to spreadsheet in three steps.

There's no template to build and nothing to map. statement.work reads the document, not the format.

  1. Upload

    Drop in PDF exports, scanned copies or phone photos. Several statements at once is fine.

  2. Extract

    Every line comes out with its date, description, amount and running balance, in one consistent format, whatever the bank.

  3. Export, or ask

    Download CSV, Excel or JSON, bring it into your accounting software, or ask a question about it in plain words.

Made for the way bank statements actually look.

This isn't a generic OCR tool. It's tuned for the layouts, fonts and quirks of bank statements.

  • Any bank, any layout

    No template to map in advance. A new bank's statement works the same as the last one.

  • PDFs, scans and photos

    Digital exports, scanned paper copies and phone photos all go through the same way.

  • Clean exports

    CSV, Excel or JSON, with the same columns every time. Ready to drop into a spreadsheet.

  • Categorized for you

    Payroll, rent, subscriptions and more, sorted without tagging each line by hand.

  • Anomalies flagged

    Duplicate charges, fee spikes and unusual transactions surface on their own instead of hiding in row 214.

  • Multi-currency

    Statements in different currencies are handled without manual reformatting.

Ask your statements a question.

Skip the filters and pivot tables. Ask what you actually want to know, in plain words, and get an answer built from the real transactions.

  • Totals by category, vendor or period
  • Duplicate charges and fee spikes
  • That one charge you can't find
Ask statement.work Business Checking, Jan–Sep 2026
What did we spend on software subscriptions in Q2?
$1,842.30 across 14 charges. Adobe and AWS make up 68% of it, and AWS jumped by $214 in June after an added instance.

Try a question

Sample conversation. Figures are illustrative.

Handled like the sensitive documents they are.

Bank statements carry account numbers, balances and your clients' business. They're treated that way from upload to deletion. How we handle your data.

  • Encrypted in transit and at rest

    From the moment you upload a statement, through processing.

  • Deleted after processing

    Source files are removed once your export is ready, on a retention window you control.

  • Never used to train models

    Your financial data stays yours. It isn't used to train or fine-tune anything.

Questions, answered.

What people usually want to know about converting bank statements with statement.work. More answers are on the full FAQ.

How do I convert a bank statement PDF to Excel?

Upload the PDF to statement.work and download the result as an Excel file. It reads every transaction (date, description, amount and running balance) and puts each one in the right column, so there's nothing to copy, paste or retype.

statement.work is in early access. Join the waitlist to get in.

Can I convert a bank statement PDF to CSV?

Yes. Every statement can be exported as CSV, Excel or JSON, with the same consistent columns every time, ready to open in a spreadsheet or import into accounting software.

Does it work with scanned bank statements and phone photos?

Yes. statement.work reads scanned copies and photos taken on a phone as well as digital PDF exports. It reads the document itself, so the statement doesn't need selectable text.

Which banks does statement.work support?

statement.work is built to work with statements from any bank, without a template mapped in advance. Every bank formats its statements differently, so it reads the document instead of relying on a fixed layout.

What is bank statement OCR?

Bank statement OCR is software that reads the text and numbers on a statement, whether a PDF or an image, and turns them into structured data such as a spreadsheet. statement.work is tuned for the layouts, fonts and quirks of bank statements rather than documents in general.

Can I convert several bank statements at once?

Yes. You can upload several statements in one go, and each one comes out in the same consistent format, whichever bank it came from.

Is my financial data safe?

Statements are encrypted in transit and at rest, source files are deleted after processing on a retention window you control, and your data is never used to train or fine-tune AI models.

Who is statement.work for?

statement.work is for accountants, bookkeepers and small businesses who spend time turning bank statements into spreadsheets, whether for bookkeeping, month-end close or tax prep.

Get your afternoons back.

We're onboarding a first group of accountants, bookkeepers and small businesses. Add your email to get early access.

You're on the list. We'll email you when it's your turn.

No spam. One email when it's your turn.