Convert Heritage Bank statement PDF to Excel/CSV
Upload a Heritage Bank statement PDF and download a clean spreadsheet (Excel .xlsx or CSV). Transactions are extracted into structured columns for reconciliation and bookkeeping.
Upload your statement
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or click to browse (PDF only)
No signup: 1 PDF/day (max 5 pages)
With signup: 5 PDFs/day (max 10 pages/day)
With signup: 5 PDFs/day (max 10 pages/day)
Accurate columns
Dates, descriptions, debit/credit, and balances when available — structured for Excel.
OCR support
Scanned statements supported. OCR is applied when text isn’t selectable.
Accountant-friendly
Built for reconciliation and bookkeeping workflows — not messy copy/paste.
FAQ
Can you convert scanned bank statements?
Yes. If your PDF is image-based, OCR is applied automatically to extract transactions.
What do I get after uploading?
You’ll see a preview workspace, then you can export the transactions to Excel (.xlsx) or CSV.
Is it safe to upload a bank statement?
We do not store banking credentials. Files are processed securely and auto-deleted after 24 hours.
Need the bank directory profile?
Heritage Bank in the bank directory (browse banks by state and city).
About Heritage Bank
Bank information shown when available from directory and public bank profile data.
Heritage Bank
is headquartered in Olympia, WA 98501
and has 59 branch locations
. If you need to convert a Heritage Bank statement PDF to Excel or CSV, use the uploader above to extract structured transactions for bookkeeping or reconciliation.
Legal name
Heritage Bank
FDIC Cert
29012
Branches
59
Offices reported
68
Headquarters
201 5th Ave Sw
Olympia, WA 98501
Website
Assets
6,962,943
Deposits
5,927,199
Operates in