PDF to Excel
Turns bank and card statement PDFs into clean Excel spreadsheets or QuickBooks Online and Xero import files, and checks that every transaction adds up to the statement's balances.
What it does
- Turns bank and card statement PDFs into clean Excel spreadsheets or QuickBooks Online and Xero import files
- Checks that every transaction adds up to the statement's balances
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open PDF to Excel’s share page with Open in Bot.
- Add PDF to Excel in Bot.
- Start a chat with PDF to Excel, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Kay. Open it in Bot to start using it.