Bank Statement to Excel Converter – Custom PDF Tool
We developed a robust bank statement to Excel converter that extracts transaction data from PDF bank statements and exports them into clean, structured Excel files. Designed to support multiple file uploads, this tool automates a tedious and error-prone task for accountants, business owners, and finance teams.
🛠️ Technologies Used:
- Python (PDF parsing and data extraction)
- Laravel + PHP (web backend, job handling, API integration)
- HTML5, CSS3, JavaScript
- Tailwind CSS + Bootstrap (responsive UI)
- Pandas & PyPDF2 / pdfplumber (Python libraries)
- MySQL (if logging/reporting enabled)
🔧 Core Features:
- Upload single or multiple bank statement PDFs
- Smart PDF parsing for structured transaction extraction (date, narration, debit/credit, balance)
- Excel (.xlsx) output with columns auto-mapped
- Auto-detection of statement format (configurable parsers for major banks)
- Web interface with progress bar and file status
- History logs of uploaded files (optional)
- Download Excel output instantly or via email
- Optional login system for multi-user access
💼 Use Cases:
- CA & tax consultants automating client statement analysis
- Businesses reconciling accounts and bank reports
- Freelancers reviewing transactions for GST/TDS filing
- Startups building custom fintech workflows
🔐 Data Privacy & Performance:
- No data stored unless user opts to
- Temporary processing with auto file deletion
- Fast batch processing for bulk PDFs
- Clean UI for mobile and desktop use
- Built-in error handling for malformed or password-protected PDFs
✅ Results Delivered:
- Reduced manual transaction entry by 90%
- Enhanced accuracy and format consistency
- Multi-bank compatibility with customizable logic
- Speedy extraction even with bulk statements
- Improved compliance and reporting workflows for clients
📈 Why Python & Laravel?
Python excels at parsing structured/unstructured PDFs using libraries like pdfplumber and PyMuPDF, while Laravel delivers a secure, scalable backend. Together, they create a seamless system where PDFs are parsed and processed in the background, and users get clean Excel outputs.
🎯 Project Summary:
The Bank Statement to Excel Converter simplifies complex financial tasks through automation and smart parsing. Built with Python for logic and Laravel for web infrastructure, it offers a secure, user-friendly solution to convert multi-page bank statements into structured Excel reports with just a few clicks.
