Bank Statement OCR
AI-powered data extraction that reads any bank's PDF statement and outputs clean, categorized transactions. Try 3 pages free, no signup.
Extract My StatementTry 3 pages free • No signup • Files auto-deleted after analysis
Drop your statement here — 3 pages free, no signup
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Supported formats: CSV, PDF, XLS, XLSX, OFX • 3 pages free, no signupTraditional OCR gives you a wall of raw text you still have to clean up. Statement to Budget's AI reads your bank statement the way a bookkeeper would: it finds the transaction table on every page, extracts dates, descriptions, and amounts accurately, and categorizes each transaction — from any bank, any layout, even password-protected PDFs. What you get isn't text soup; it's a spreadsheet-ready dataset and an instant spending dashboard. Try 3 pages instantly; upgrade only if you need more volume.
AI layout detection — no bank-specific templates needed
Extracts date, description, and amount for every transaction
Automatic spending categorization included
Handles password-protected and multi-page PDFs
Export to Excel or budget template in one click
Try 3 pages free, no signup — files auto-deleted after analysis
How it works
1. Upload your PDF
Drag and drop one or more statements. Password-protected files are supported.
2. AI reads every page
Transactions are located, extracted, and categorized — typically in under a minute.
3. Download clean data
Export to Excel or a budget template, or explore the interactive dashboard.
Frequently asked questions
What is bank statement OCR?
OCR (optical character recognition) reads the text in a PDF or scanned bank statement and turns it into structured data. Our AI goes further than classic OCR: it understands statement layouts, extracts each transaction with its date, description, and amount, and assigns a spending category automatically.
Does it work on scanned or photographed statements?
It works best with digital PDF statements downloaded from your bank, including password-protected ones. Clear scans usually work too; very low-quality photos may miss transactions.
Is this OCR tool free to try?
Yes. You can process 3 pages instantly with no signup. Longer PDFs show a secured preview first; unlock that file for $4.99. Pro is $29/month or $249/year for 400 pages per month, and Bookkeeper is $79/month for 1,500 pages — still far cheaper than most per-page OCR tools.
What output formats do I get?
Categorized transactions exportable to Excel, a ready-made budget template, or a PDF report — plus an interactive spending dashboard in the browser.
Is my statement safe?
Files are processed securely and automatically deleted after analysis. No account is required and transactions are never stored or shared.
Same statement, other formats
One upload gives you every export. Pick the page for the file you need: