Convert Preferred Bank statement PDF to Excel/CSV
Upload a Preferred 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
Secure processing • Auto-delete after 24 hoursDRAG & DROP YOUR PDF HERE
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?
Preferred Bank in the bank directory (browse banks by state and city).
About Preferred Bank
Bank information shown when available from directory and public bank profile data.
Preferred Bank
is headquartered in Los Angeles, CA 90017
and has 14 branch locations
. If you need to convert a Preferred Bank statement PDF to Excel or CSV, use the uploader above to extract structured transactions for bookkeeping or reconciliation.
Legal name
Preferred Bank
FDIC Cert
33539
Branches
14
Offices reported
16
Headquarters
601 S Figueroa St
Los Angeles, CA 90017
Website
Assets
7,601,679
Deposits
6,350,066