Bank2Excel.ai
🔒 SOC-2 Aligned|Local & Ephemeral Processing|Secure API Isolation

Turn Scanned Bank Statements into Perfect Excel Sheets in 15 Seconds.

Built for bookkeepers, accountants, and landlords. Powered by precision Vision AI. Zero data retention — your financial documents are deleted permanently immediately after processing.

Drag & drop your bank statement PDF or image here

or click to browse from your device (Allows 2 guest conversions)

PDF, PNG, JPG acceptedMax 10 pages

Engineered for Forensic Accounting Accuracy

Standard OCR drops decimals and shifts lines. Bank2Excel.ai processes statements with accounting-grade algorithms.

Programmatic Reconciliation

Every statement runs through validation algorithms matching start balances, total debits, total credits, and ending balances to flag inconsistencies.

Smart Category Assignment

AI scans transaction descriptions and automatically classifies them into common tax-deductible groups (Meals, Utilities, Travel) saving hours.

Formula-Ready Layouts

Outputs are built using explicit cell-typing. Excel registers dates as Dates and amounts as Currency numbers, ready for pivot tables.

The Zero-Retention Privacy Shield

We maintain zero persistent databases. Once your spreadsheet is processed, the data is gone forever.

In-Browser PDF Isolation

PDF splitting and canvas rendering happen sandbox-isolated in your local browser. No heavy binaries are sent directly.

Ephemeral RAM Buffers

Statement images are read directly into serverless memory blocks. Files are never written to disk or permanent logs.

Secure API Endpoints

Data is sent only to SOC-2 compliant partner endpoints with strict data isolation agreements.

Instant Memory Release

The moment the JSON output is streamed back to your editor table, the server buffer is completely scrubbed.

Immaculate Pricing Plans

Simple pricing built for accountants and scaling landlords.

Starter

$0/ month

For sandbox testing and validation.

  • 15 pages per month (~3 statements)
  • Standard CSV & XLSX export
  • Math reconciliation checks
  • Zero data retention
Popular

Pro Bookkeeper

$15/ month

For active CPAs, landlords, and bookkeepers.

  • 150 pages per month (~30 statements)
  • Encrypted Vault History
  • Interactive inline editing
  • Priority AI processing
  • Smart category assignment
  • QuickBooks/Xero copy-paste

Accounting Agency

$50/ month

For firms managing multiple client accounts.

  • 600 pages per month (~120 statements)
  • Multi-client workspace tagging
  • Bulk statement export
  • Custom tax categorization rules
  • Dedicated priority queue
  • Team member access (coming soon)

Get in Touch

Have questions about compliance, extraction quality, or custom pipelines? Drop us a line.