Bank Statement Converter
Convert bank statement PDFs to Excel, CSV, or JSON via API or web upload. FormX extracts account holder details, opening and closing balances, and every transaction — date, description, debit, credit — from any bank layout, without templates.
How to Convert Your PDF Bank Statements Into Excel, CSV, JSON
Upload PDF Bank Statement
Convert to Structured Data
Download Excel, CSV, or JSON
Get started with FormX.ai
Frequently Asked Questions
What data does FormX extract from a bank statement? 
FormX extracts account holder name and address, account number, statement period, opening and closing balances, and a full transaction list — date, description, debit amount, credit amount, and running balance for every row. Output is available as Excel, CSV, or JSON. Get in touch to see a live demo.
What is the best bank statement OCR API?
The FormX bank statement API extracts transaction data from any bank layout — including multi-page statements, scanned PDFs, and image uploads — and returns structured JSON with account info, statement period, and a full transaction list. No templates or bank-specific configuration required. View API documentation.
Which banks and statement formats does FormX support?
FormX is template-free and processes statements from any bank — US, UK, EU, and APAC. It handles multi-column layouts, multi-page PDFs, and statements exported as images. There is no list of supported banks because FormX reads content, not templates. Contact us to test a specific format.
How does FormX compare to DocuClipper for bank statement conversion?
Both convert bank statements to structured data. FormX is API-first and built for lending platforms, mortgage brokers, and accounting software that need programmatic access and direct system integration — not just file downloads. Schedule a demo to see the API in action.
Who uses bank statement conversion APIs?
Mortgage lenders verifying income and cash flow, fintech apps automating expense categorisation, accounting firms processing client statements in bulk, and lending platforms running affordability checks. FormX integrates with Xero, QuickBooks, Sage, and custom systems via REST API.
Is the bank statement converter free to use?
Yes — the web tool is free with no signup required. Batch processing and API access are available on a free trial account. Sign up or contact us to get started.
Can FormX be used for mortgage income verification?
Yes. Mortgage lenders and brokers use FormX to extract transaction history, running balances, and income patterns from bank statements as part of the income verification process. FormX returns structured JSON with all transaction rows — dates, descriptions, debits, credits — that can be fed directly into underwriting platforms or affordability calculators. Contact us to discuss your workflow.
Can I process multiple bank statements in bulk?
Yes. FormX supports batch processing via API and through Zapier and N8N automations. Upload multiple statements in a single workflow or configure an automated pipeline to process statements as they arrive — from email, Google Drive, or your own platform. Start a free trial to test batch processing.
Is FormX ISO 27001 certified?
Yes. FormX holds ISO 27001 and SOC 2 Type 2 certifications — globally recognised standards for information security management. Uploaded bank statements are not stored in permanent storage and are deleted immediately after extraction. FormX is used by fintech platforms, mortgage lenders, and accounting firms with strict data security requirements. Read more about our security certifications.
