Standard Bank statement to Excel

Try it on your own bank statement

One document, free, right now – no account and no card. You get the fields, the checks and the export, exactly as they come out of the pipeline below.

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How it works

The whole pipeline, in the order it runs. The document type decides which fields come out and which checks run; the path is the same either way.

1

Read it

The statement is OCR’d and the transaction table located – including on a photograph or a scan, where there is no text layer to read.

2

Extract it

Each row becomes a record: date, description, reference, debit, credit, balance. Multi-page statements are stitched into one table rather than one per page.

3

Reconcile it

The extracted rows are re-added and walked against the opening and closing balances the statement itself states. A difference is reported, not absorbed.

4

Review it

Anything the extractor was not certain about is surfaced for a person, with the original page beside what was read.

5

Export it

Excel, CSV or JSON – or straight into a process that posts it, reconciles it and files it.

What it extracts, and what it checks

Extraction is the easy half. The checks are what turn a converted document into one you can post without reading it twice.

Extracted

Transaction date
Description and reference
Debit and credit amounts
Running balance
Account number and statement period
Opening and closing balance

Checked

Every transaction row is re-added and compared with the statement’s own totals.
The running balance is walked from the opening figure to the closing figure, row by row.
Debit and credit columns are separated even where the statement prints them in one.
Rows the extractor is unsure of are flagged rather than quietly filled in.
Dates are normalised to one format, so a statement that mixes them does not import as text.

What goes in, and what comes out

The document on one side, the fields pulled off it on the other – each one checked before it is handed over.

What a flagged document looks like

The original page on one side, the fields read off it on the other. Correct a reading and carry on – the point is that nobody re-types a document to fix one number.

A flagged bank statement in Automize: the statement PDF beside the fields read off it, with the failed check naming what is wrong – the file carries page 1 of 2. — A flagged bank statement: the page it came from beside the fields read off it, and the check that failed.

And then it does not have to stop there

A spreadsheet is the end of the job for most converters. Here it is a step: the same structured output can go straight into a process that posts it to your ledger, matches it against a purchase order, files the original, and asks a person only about the exceptions.

See what a Digital Worker does with it

Related tools

Statement extractor

Drop in a PDF or a photograph of a bank statement and get every transaction back as a spreadsheet – dates, descriptions, debits, credits and the running balance.

FNB statement extractor

Convert an FNB statement – downloaded from Online Banking or the app – into Excel, CSV or JSON, with the balance walked from open to close.

Nedbank statement extractor

Convert a Nedbank statement into Excel, CSV or JSON, with the totals reconciled before anything is exported.

Questions

Does it work with Standard Bank business accounts?

Yes. Business and personal statements use different layouts and both are read; the fields that come back are the same either way.

Standard Bank prints fees separately – are those included?

Yes. Service fees and charges are transactions like any other and are extracted as rows, which is what makes the reconciliation add up to the closing balance.

Can it read a statement exported from the Standard Bank app?

Yes, provided it is the PDF rather than a screenshot. A screenshot of a phone screen usually shows too few rows to reconcile, so the balance walk cannot complete.

What about a multi-currency account?

Each currency is kept separate, with its own opening and closing balance. Nothing is converted.

Try it on your own document

Create a free Automize company and upload a document. Extraction, the checks and the exports are all in the platform – and when the same document arrives every month, the process that reads it can post it too.

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