pdftoexcel

Convert your Relay statement to Excel

Relay multi-account business-banking PDFs — every sub-account reconciled independently. Drop a PDF and get back a verified XLSX, CSV, or QBO in seconds.

BankPDFtoXLS is an independent service. We are not affiliated with, endorsed by, or sponsored by Relay Financial. The name "Relay Financial" is used only to describe compatibility with statements you have legally obtained from your own account. See our trademarks policy.

Converting a Relay statement, step by step

  1. 1. Drop your Relay Financial PDF — digital or scanned, monthly statement or a combined multi-month export, up to 50 MB (or batch up to 25 files). Password-protected PDFs and image-only scans both work: scans go through vision OCR automatically.
  2. 2. Parse & reconcile — every transaction is extracted and the sum is checked against ending balance minus beginning balance within $0.01.
  3. 3. Download XLSX, CSV, or QBO — one click each, or batch up to 10 statements and download them as a single ZIP.

Supported Relay statement types

We handle business PDFs from Relay Financial.

  • business

Questions we get most often

Is my Relay statement stored on your servers?
No — the PDF is parsed in memory and never persisted. Only the extracted JSON is kept for your account history, and even that respects a 24-hour retention default.
What does the "Verified" badge mean?
Every export is reconciled: the sum of transaction amounts must match (ending − beginning) within $0.01. If it doesn't, you see an honest "failed" status instead of a silently broken export.
Do password-protected Relay statements work?
Yes — the upload prompts for a password and decrypts the PDF in memory during parsing.
Can I upload several Relay statements at once?
Drop up to 10 PDFs in one batch. Each runs through the queue with its own status row, then a single ZIP download packages all converted files in XLSX, CSV, or QBO.

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Password-protected bank statement PDFs: how to convert them safely without uploading the password to a stranger

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Where Relay conversions get used

Most Relay statements that come through us are part of one of these workflows. Each link below explains how the reconciliation guarantee maps to that practice.

Forensic accountants

Discovery packets, multi-year tracing

Divorce attorneys

Opposing-counsel financial disclosure

Bookkeepers

Catch-up & bank-feed gaps

Scanned PDFs

Vision OCR + reconciliation

PDF to QBO

QuickBooks-ready OFX export

For QuickBooks workflows

Verified imports, no duplicates

Other banks we convert