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How to Convert PDF to Excel

By Clioos 团队

The fastest free way is a browser tool: upload the PDF, check the extracted table, download a clean .xlsx. It works best on bank statements — here is the exact flow, tested.

At a glance

Steps

  1. Open PDF Probe at clioos.com/pdf/.
  2. Drop your PDF on the upload area (or click to choose a file). Files must be under 10 MB and 20 pages or fewer.
  3. Wait while it extracts — a one-page digital statement takes a few seconds; a scanned page takes longer while OCR runs.
    PDF Probe upload area with the worked-example statement PDF selected
    The upload area at clioos.com/pdf/ with the synthetic test statement selected. Screenshot of the live tool, 28 October 2026.
  4. Check the preview. It shows the extracted table, highlights low-confidence rows in red, and for statements shows a balance reconciliation (Beginning, Computed ending, Statement ending, Difference).
  5. Click Download .xlsx (or .csv). The workbook has two sheets: Transactions and Summary.

Worked example (tested 27 October 2026)

I tested this with a one-page digital bank statement (5 transactions: salary, rent, groceries, a transfer, utilities). Upload → preview in a few seconds → all 5 rows extracted with exact amounts and running balances. The reconciliation read: Beginning $1,250.00, Computed ending $3,280.85, Statement ending $3,280.85, Difference $0.00. A 12-row Chase-style statement extracted 12 out of 12 the same way.

PDF Probe preview page showing the extracted 5-row table and the reconciliation box reading Difference $0.00
The preview page for the worked-example statement (synthetic test file, 28 October 2026): all 5 rows extracted with exact amounts and running balances, Difference $0.00. Screenshot of the live tool.
DateDescriptionAmountBalance
9/1/2026Salary - ACME Corp$3,200.00$4,450.00
9/3/2026Rent - Maple Apartments-$1,450.00$3,000.00
9/5/2026Groceries - FreshMart-$86.40$2,913.60
9/7/2026Transfer from savings$500.00$3,413.60
9/10/2026Utilities - City Power-$132.75$3,280.85
The downloaded .xlsx Transactions sheet open in Excel: 5 rows with exact amounts and running balances, ending ,280.85
The downloaded .xlsx open in Excel (28 October 2026): all 5 rows with exact amounts and running balances. Screenshot of the real file produced by the tool.

What it can't do (tested)

Free alternatives, honestly compared

Frequently asked questions

Is it really free to convert PDF to Excel?

Yes, for the first 10 pages — no account, no card. After that, one-time page packs start at $9 for 100 pages. Uploads and results are deleted automatically within an hour.

Do I need to install anything?

No. It runs in the browser. Your PDF is processed on the server and deleted within an hour.

Why did my Excel file come back empty?

The table headers weren't recognised. The tool reads statement-style tables (Date, Description, Amount or Withdrawals/Deposits, Balance). Debit/Credit columns, ISO dates (2026-09-01) and non-statement tables all return empty. The preview shows the transaction count before you download, so check it first.

Will the numbers be usable in Excel?

Yes. Amounts download as numbers and dates as real dates, so SUM, filters and pivot tables work right away. The workbook has a Transactions sheet and a Summary sheet with the balances and reconciliation.


Related guides: How to convert a bank statement PDF to Excel · How to convert a scanned PDF to Excel · PDF Probe vs DocuClipper · All guides · Tool: PDF Probe