Upload any BofA PDF statement — checking, savings, credit card, or Merrill Lynch — and get a clean, editable spreadsheet in under 60 seconds.
No credit card required · 15 free pages
Bank of America PDFs are digital and text-selectable, which gives LedgerLift near-perfect extraction accuracy. Statements downloaded from Online Banking typically run 1–6 pages per month. Business accounts and Merrill Lynch statements can be significantly longer.
Your Bank of America statements are processed in encrypted private storage and never used for AI training or shared with third parties.
Four steps. Under a minute.
Log in at bankofamerica.com, go to Statements & Documents, and download the PDF for the period you need.
Drag the PDF into LedgerLift. The AI reads the statement layout and extracts every transaction — dates, descriptions, debits, and credits.
Check the extracted table and fix any rows if needed. You can edit descriptions, amounts, or dates inline before exporting.
Download your spreadsheet with one click. Column names match what most accounting tools expect.
Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.
Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.
Common workflows that use BofA statement conversion.
Import BofA transactions directly into QuickBooks, Xero, or FreshBooks by converting to CSV. Eliminates manual re-entry.
Pull a full year of checking and credit card activity into a single spreadsheet for your CPA or tax software.
Export to Excel, add a category column, and sort or pivot transactions by vendor, amount, or month.
Combine multiple BofA business accounts into one workbook for monthly P&L or cash flow reporting.
Upload your PDF now. No credit card required — 15 pages free.
Convert a BofA statement free