Excel conversion
Convert PDF Bank Statements to Excel
Turn a statement PDF into an Excel-ready transaction table for cleanup, reconciliation, lender review, or client bookkeeping.
Why Excel matters
Excel gives accountants and finance teams a familiar review surface for sorting, filtering, tagging, and reconciling transactions before client delivery.
Transaction structure
The review table keeps date, description, debit, credit, balance, and account metadata visible so exceptions can be corrected before export.
From PDF to workbook
Upload the statement, confirm the quote, let extraction create the review record, then export an XLSX file after the rows are checked.
Questions answered before export
Can I review transactions before export?
Yes. PrizmView opens extracted rows in review before users export spreadsheet files.
What export formats are supported?
The current product supports XLSX, CSV, QuickBooks CSV, and Xero CSV exports.