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BANK STATEMENT EXTRACTION

From statement pages
to rows that make sense.

Bring dates, descriptions, money in, money out, and balances into one readable table. Spend your time reviewing transactions instead of retyping them.

150 free credits for new accountsExcel export available

A LITTLE LESS PAPERWORK.A lot more clarity.
august-statement.pdfSource document
Sample data
ILLUSTRATIVE DOCUMENTBusiness accountStatement · August 2026
Fields extracted
Structured for review
Extracted data
Bank statements sample extraction. Amounts in EUR.
DateDescriptionOutIn
03 AugClient payment2,400.00
05 AugOffice supplies86.40
08 AugSoftware subscription49.00
12 AugClient payment1,250.00
4 rows extractedEUR · Sample only

Opening €4,820.00 + in €3,650.00 − out €135.40 = closing €8,334.60

BUILT AROUND THE DOCUMENT

Useful details.
Less repetitive work.

Extract, review, and export.
With the context you need along the way.

01

Make the statement searchable

Find a transaction or filter the extracted data without working through every page again.

02

See where balances need attention

Reconciliation flags imbalances between transactions and balances for a closer review.

03

Get a usable spreadsheet

Export the reviewed data to Excel and carry on with your accounting workflow.

WHAT YOU GET BACK

The balance is part of the story.

Dates and amounts are useful. Knowing how they relate to the statement balance makes them easier to review. Keep the original document alongside your checks, and investigate anything that does not add up.

PDFJPGPNGWebP
Structured fieldsIllustrative example
Transaction datePut transactions in order.
03 Aug 2026
DescriptionKeep the original transaction context.
Client payment
Money in / outReview inflows and outflows separately.
€2,400.00 / —
BalanceCheck the movement through the account.
€7,220.00

Extracted fields depend on the information in your document.

YOUR NEXT THREE STEPS

One document. A clearer starting point.

01

Upload the statement

Use a digital PDF, scanned PDF, or a clear image of the bank statement.

02

Review transactions and balances

Check the extracted rows against the source and investigate any imbalance.

03

Take the data to Excel

Download a structured .xlsx file when you have finished reviewing.

1 credits per bank statement page · digital or scanned

Use your allowance across bank statements, invoices, and receipts.

Estimate your usage

GOOD TO KNOW

A closer look at
bank statements.

Answers for your next upload.

Does this work with scanned bank statements?
Yes. ZentraSnap supports scanned PDFs and images, as well as digital PDFs. Clear, readable scans help improve the extraction results. Digital and scanned bank statement pages use the same credit rate.
Will ZentraSnap reconcile the statement for me?
The review workflow flags imbalances between the extracted transactions and balances. It helps identify rows that need attention; you should still check the results against the statement.
Can I connect a live bank account?
This workflow starts with a document you upload. You do not need to connect a live bank account to extract a statement.
Which export format is available?
You can export reviewed data to Excel (.xlsx). Direct exports to QuickBooks and Xero are not currently supported.

FROM DOCUMENT TO SPREADSHEET

Put your next statement in order.

Extract the data. Check the details. Export to Excel.