Can I extract bank statements from PDF?

Yes, the AI can extract transaction tables and account summaries from bank statement PDFs into Excel or CSV.

Can it extract balance sheets and income statements?

Yes, it supports structured financial statements including balance sheets, P&L statements, and cash flow reports.

Does it preserve totals and subtotals?

Yes, the extractor preserves financial hierarchies, subtotals, totals, and row grouping whenever possible.

Can it handle scanned financial reports?

Yes, built-in OCR supports scanned PDFs and image-based financial documents.

Can I export financial tables to Excel?

Yes, you can export extracted tables to Excel, CSV, or JSON for further analysis.

Extract Financial Tables from PDF with AI

Automatically extract structured financial tables from PDFs, including bank statements, balance sheets, income statements, and audit reports. Export to Excel or CSV in seconds.

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How to extract financial tables from PDF

1. Upload your financial PDF

Upload bank statements, annual reports, balance sheets, audit reports, or any PDF containing financial tables.

2. AI detects and extracts tables

Our AI identifies financial rows, columns, headers, totals, and table structure with high accuracy.

3. Download as Excel or CSV

Export extracted financial tables into clean, structured Excel or CSV files instantly.

AI vs Manual Financial Table Extraction

Stop manually copying financial data

× Stop copying rows from financial statements by hand
× Stop fixing broken tables after PDF conversion
× Stop risking errors in critical financial data

Let AI extract financial tables

✓ High accuracy extraction of financial tables
✓ Preserves totals, subtotals, and hierarchical rows
✓ Handles scanned reports and complex layouts

Best AI tool for financial PDF table extraction

Accurate financial table extraction

Extract balance sheets, income statements, and transaction tables with high precision while preserving rows, columns, headers, and numerical formatting. This ensures your financial data remains audit-ready and reliable.

Preserves totals and financial structure

Maintain subtotals, grouped line items, indentation, and hierarchical financial layouts. Perfect for accounting statements, SEC filings, and enterprise reports.

Supports scanned financial PDFs

Built-in OCR enables extraction from scanned bank statements, printed reports, and image-based financial documents.

Export to Excel, CSV, or JSON

Download structured financial data into Excel, CSV, or JSON for analysis, reconciliation, auditing, or automation.

Common financial extraction use cases

Finance & Accounting

• Extract balance sheets and income statements

• Convert bank statements into structured spreadsheets

• Prepare data for reconciliation and reporting

Investment & Research

• Extract financial tables from annual reports and SEC filings

• Build structured datasets for valuation models

• Analyze multi-year company financials faster

Audit & Compliance

• Process audit reports and compliance documents

• Extract transaction and ledger tables

• Reduce manual data entry in audit workflows

Extract Financial Tables from PDF with AI