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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

Step 1.
Upload PDF Bank Statement
Upload a PDF bank statement — single page or multi-page. Scanned copies, phone photos, and digitally generated PDFs all work.
Step 2.
Convert to Structured Data
FormX reads account details, balances, and every transaction row — date, description, debit, credit — and structures the data automatically.
Step 3.
Download Excel, CSV, or JSON
Download your results in the format you need, ready to import into Excel, Google Sheets, QuickBooks, Xero, or your own system.
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Frequently Asked Questions

Not seeing what you're looking for? Please reach out to us!
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.

Make Your Bank Statement Conversion Intelligent and Automated with FormX

10x
Productivity
Replace manual data entry with FormX to automate data extraction and improve productivity by 10 times.
92%
Accuracy
Our proprietary image pre-processing and OCR result post-processing ensure a 92% extraction accuracy, minimizing the need for human intervention.
6
Months
On average, businesses can realize the return on investment (ROI) of business automation within 6 months after implementing FormX.ai.