South African tax year 1 March 2026 to 28 February 2027
Sonneblom Digitaal › Sonneblom Tax › Bank statement to Excel converter

Bank statement to Excel converter

Upload a PDF, CSV or Excel statement from any South African bank and get a clean Excel sheet with date, description, amount and balance, plus a balance check so you know nothing was missed.

FNB, ABSA, Capitec, Standard Bank, Nedbank10 free PDFs a dayFiles deleted after converting

Statements are processed and deleted straight away; the Excel link expires after 1 hour. Password-protected PDFs need the password removed first.

Which banks are supported?

PDF and CSV statements from FNB, ABSA, Capitec, Standard Bank, Nedbank, Discovery Bank, TymeBank, Investec and African Bank. CSV and Excel exports are converted instantly. Text PDFs (the ones you download from your banking app) are read automatically and every line is checked against the running balance. Scanned paper statements can't be read; download the PDF or CSV from your bank instead.

What you get

  • One clean sheet: date, description, amount (money in positive, money out negative) and running balance
  • A balance check: opening balance + transactions = closing balance
  • Pro: every transaction sorted into an accounting category (fuel, salaries, bank charges, SARS, etc.)

Why convert a bank statement to Excel?

For your tax return (finding deductible expenses), bookkeeping, VAT201 input VAT, a bond application, or just budgeting. Accountants can bring the Excel straight into Sage, Xero or QuickBooks.

Doing this for clients every month? FinBot allocates statements to the chart of accounts and builds Sage import files.

Frequently asked questions

Is it safe to upload my bank statement?

The file is processed and deleted immediately, and the Excel is deleted after an hour. We don't keep statements or use them for anything else. Remove the password before uploading; never send your banking PIN or login details.

How many statements can I convert for free?

One PDF a day and three CSV/Excel files a day. Pro is unlimited.

Can it read scanned statements?

Yes, most clear scans work. Very blurry photos may miss lines; the balance check will tell you.

Last updated 2026-10-10. Sources: SARS rates of tax for individuals, medical tax credit rates, interest exemption, capital gains tax and the rate-per-kilometre schedule on sars.gov.za.