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Docflo

Bank statement to Excel

Upload a bank statement PDF and get a clean Excel sheet — date, narration, debit, credit, balance — with a suggested category for every entry.

Which banks are supported?

Text-based statements from most Indian banks work, including SBI, HDFC, ICICI, Axis, Kotak, Bank of Baroda, PNB, Canara and cooperative banks.

What about scanned statements?

The free tool reads text-based PDFs. Scanned statements are converted automatically inside Docflo when a client sends them.

How many can I convert for free?

Three statements a day without an account. With a free Docflo account, statements your clients send are converted automatically.

What are the categories?

Each line gets a suggested head such as Rent, Salary, Tax payment, Bank charges, Interest, Transfer or Cash withdrawal, plus a summary sheet. Always review before posting.

Files are processed in memory and deleted immediately. Nothing is stored.

Let clients' statements convert themselves

When a client sends a statement on WhatsApp, Docflo files it and has the Excel ready in their folder.