Convert Bank Statements to Spreadsheets in Minutes

The Problem With Bank Statement PDFs

Your bank sends you a PDF statement every month with dozens or hundreds of transactions. Each one has a date, description, amount, and running balance. It's all there in a neat table, locked inside a PDF where you can't do anything useful with it.

Sure, most banks offer CSV downloads through online banking. But what about older statements? What about statements from closed accounts? What about the bank statements your clients or vendors send you? Those are all PDFs, and getting that data into a spreadsheet has traditionally meant manual entry.

Why Bank Statements Trip Up Basic Tools

Challenge	Basic OCR	AI Extraction
Wrapped descriptions	Splits into separate entries	Keeps them as one transaction
Credits vs. debits	Can't distinguish	Identifies automatically
Page breaks	Loses context	Follows transactions across pages
Running balances	Mixed into data	Separated into own column

How to Extract Bank Statement Data

1. Download your bank statement PDF (or photograph a printed one).

2. Upload to Siftly. You can batch upload a full year of statements at once.

3. AI extracts each transaction: date, description, amount, type, maintaining the correct structure.

4. Review and export to Google Sheets. Spot-check a few transactions against the original, then send to your spreadsheet.

What You Can Do With the Data

Once your bank transactions are in Google Sheets, the possibilities open up. Categorize expenses for tax reporting. Reconcile against your own records. Build spending reports. Track cash flow trends over time. Create charts showing expense patterns. All of this is trivial in a spreadsheet but impossible when the data is trapped in a PDF.

Need to process a year's worth of statements? Batch upload all 12 PDFs and extract them together. What would take a full day of manual entry takes about 20 minutes with batch extraction.