PresetFeatured
PDF to Excel Converter
Convert table data inside PDF files into editable Excel-ready output without rebuilding the structure manually.
Supported inputs
PDF, Scanned PDF, Multi-page PDF
Outputs
XLSX / CSV / JSON / PDF
Bank statement preset
Convert bank statements to Excel or CSV
Upload bank statements as PDFs or images. Tablola extracts transaction date, description, amount, and balance fields into an editable table.
Bank statement PDFScanJPEGPNG
Problem
How does this preset help?
Before transactions can be analyzed, matched, or imported, the statement usually has to be cleaned up first. This preset focuses on turning bank statements into reusable row-based data faster.
Best fit
A good fit for teams that need to turn document data into a table, refine it, and export it as Excel, CSV, JSON, or PDF.
How it works
Complete it in three steps
1
Upload the statement
Add PDF statements or image-based bank documents.
2
Extract transaction rows
Pull dates, descriptions, debit or credit values, and running balances into a structured table.
3
Export as Excel or CSV
Use the output for analysis, reconciliation, or downstream import flows.
Benefits
What this preset improves
Makes transaction analysis easier
Clean row-based data speeds up filtering, review, and comparison.
CSV export is ready
Move the output into accounting tools, BI systems, or imports with fewer intermediate steps.
Fits recurring statement workflows
Reuse the same preset for weekly or monthly statement processing.
Quick start
Upload your file and get started
Jump straight into the upload flow and continue with an editable table output.
Who it is for
Who is it for?
Finance teams
Teams working on reconciliation and cash-flow review.
Accounting professionals
Users validating transaction data before moving it into downstream tools.
Analytics teams
Teams preparing bank data for reporting and modeling.
Supported file types
- Bank statement PDF
- Scan
- JPEG
- PNG
Outputs
- XLSX
- CSV
- JSON
Security
A secure and controlled workflow
Sensitive financial documents are handled in an access-controlled processing flow. Structured output makes statement data easier to review and reuse without copy-paste work.
Secure processing
Document data moves into a table through a controlled workflow.
Editable output
Excel, CSV, JSON, and PDF exports make the next step easier.
Built for repeatable work
Useful for single files, bulk documents, and recurring operations.
FAQ
Frequently asked questions
Yes. This preset supports CSV output alongside XLSX and JSON.
Related flows
Explore similar workflows
PresetFeatured
Invoice to Excel
Extract invoice date, supplier, tax, and amount fields into an editable spreadsheet output.
Supported inputs
Invoice PDF, Scanned invoice, JPEG
Outputs
XLSX / CSV / JSON / PDF
Preset
Merge Multiple Documents into One Table
Combine multiple documents into one structured table for reporting, review, or downstream export.
Supported inputs
PDF, JPEG, PNG
Outputs
XLSX / CSV / JSON / PDF
Final step
Make statement data analysis-ready
Turn bank statements into editable spreadsheet output so reconciliation, matching, and reporting take fewer manual steps.