Bank2Excel Download Free

Built for accountants, bookkeepers, and SMB finance teams

Convert bank statements to Excel without manual cleanup

Turn PDF bank statements into structured Excel or CSV exports in minutes. Bank2Excel runs locally on your machine, so sensitive financial data stays private.

Free plan includes 2 new PDF conversions per day. Pro unlocks unlimited conversion.

Workflow preview

  1. Step 1

    Upload your PDF statement

  2. Step 2

    Bank2Excel auto-detects account format

  3. Step 3

    Export clean Excel columns ready for reconciliation

Privacy first: statement data is processed locally, not uploaded to cloud servers.

Reliability

Bank-specific parsers plus OCR fallback reduce broken rows and formatting drift.

Trust

No account linking required. No browser extension required. Works from your desktop.

Coverage

Used for BBVA, Banorte, Santander, HSBC, Banamex, Azteca, and more statement formats.

Simple pricing, clear limits

Start free to validate your workflow, then upgrade when conversion volume grows.

Free

MXN $0

  • 2 new PDF conversions per day
  • Core bank statement parsing
  • Excel export for validation and testing
  • Best for first-time setup and low volume
Download free version

Pro

MXN $349

One-time payment, no subscription

  • Unlimited conversions
  • OCR for scanned statements
  • Priority support for production workflows
  • Designed for accounting operations and recurring reporting
Contact sales for Pro

Security and privacy

Bank2Excel is built for sensitive financial workflows. Conversion happens on your local machine, so your bank statements are not sent to our cloud for parsing. This reduces exposure risk and simplifies internal compliance conversations for firms handling client data.

FAQ

Can I use this without giving bank credentials?

Yes. You only work with statement PDFs you already downloaded. No bank login connection is required.

Is this built for accountants and bookkeepers?

Yes. The workflow is optimized for reconciliation, month-end close, and recurring reporting tasks.

How can my team get support?

Email [email protected] for onboarding questions, bank-format checks, and Pro activation help.