Convert Bank Statements to Excel with Zapier
Turn PDF bank statements into clean Excel or Google Sheets data automatically. Perfect for accountants, bookkeepers, and lending verification.
PDF Statement
Chase, BoA, Wells Fargo
Parse Columns
Transactions to JSON
Update Sheet
Excel / Google Sheets
From PDF to Excel in Minutes
Automate your monthly reconciliation process locally or in the cloud.
Upload Statement
Upload your first bank statement PDF. DigiParser automatically detects columns like Date, Description, Amount, and Balance.
Connect Sheets/Excel
In Zapier, connect DigiParser to Google Sheets, Microsoft Excel Online, or Airtable.
Set Trigger
Trigger the workflow whenever a new statement is uploaded to a specific folder in Google Drive or Dropbox.
Process Transactions
DigiParser extracts every transaction row from the PDF with 100% accuracy.
Sync Rows
Use the 'Create Spreadsheet Row' action to append each transaction to your monthly reconciliation sheet.
Common Automation Scenarios
Lending Verification
Determine borrower risk by automatically analyzing uploaded bank statements for cash flow patterns.
Monthly Reconciliation
Automatically match bank transactions against your accounting ledger in Xero or QuickBooks.
Expense Categorization
Dump all credit card statements into a master sheet and run auto-categorization rules.
Ready to automate your financial data?
Get clean, structured data from any bank statement in seconds.