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Guides to converting bank statements accurately

How extraction works, what breaks it, and bank-specific walkthroughs written for accountants and finance teams.

Featured · Guides

How to Convert a PDF Bank Statement to Excel

Manual retyping, copy and paste, and automated extraction compared — and how to tell whether the resulting spreadsheet is actually correct.

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Accuracy claims are easy to make. Here are the criteria that separate a converter you can put in a client workflow from one you cannot.

Converting one statement is easy. Converting two hundred without losing track of which client document is where is the real problem.

Image-only statements have no text to copy. Here is what OCR does, where it struggles, and how to verify the numbers it produces.

Technology · 6 min read

A plain-language explanation of the pipeline between a PDF upload and a reconciled spreadsheet — and why each stage can fail.

A step-by-step guide to turning KCB Bank PDF statements — including scanned and password-protected exports — into a reconciled Excel workbook.

A step-by-step guide to turning Equity Bank PDF statements — including scanned and password-protected exports — into a reconciled Excel workbook.

A step-by-step guide to turning NCBA Bank PDF statements — including scanned and password-protected exports — into a reconciled Excel workbook.

A step-by-step guide to turning Absa PDF statements — including scanned and password-protected exports — into a reconciled Excel workbook.

A step-by-step guide to turning Standard Chartered PDF statements — including scanned and password-protected exports — into a reconciled Excel workbook.

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