Bank Statement to Excel vs Invoice PDF to Excel: which should you use?
Both tools produce a spreadsheet from a PDF, but they are tuned for different source documents: bank statements with running balances, versus invoices with line items and VAT.
When to use Bank Statement to Excel
Choose Bank Statement to Excel for reconciliation work — date, description, money in, money out and balance columns are typed and validated so the output imports cleanly into your ledger.
Extract transaction data from bank statement PDFs into editable Excel spreadsheets.
When to use Invoice PDF to Excel
Choose Invoice PDF to Excel for purchase analysis — supplier, net, VAT, gross and line-item detail are extracted for coding and spend review.
Instantly extract data from PDF invoices to Excel spreadsheets with OCR. No manual entry needed.
The verdict
Reconciling the bank: statement converter. Coding or analysing purchases: invoice converter.
Both tools run inside your session, are UK GDPR-aligned, and every uploaded file is purged within 1 hour under our non-persistence guarantee.
Frequently asked questions
- Which one should a bookkeeper start with?
- Statements first — they drive the bank reconciliation. Invoices then match against the transactions you have imported.
- Is UK VAT separated on invoice extraction?
- Yes — net, VAT and gross are separate columns so the output reconciles to your VAT return.
- Can I process a batch?
- Yes — upload multiple PDFs and results are combined into one workbook.
Open Bank Statement to Excel · Open Invoice PDF to Excel · Browse all tools