Convert OCBC Bank Statement PDF to Excel

Specifically designed to handle Singapore OCBC statement layouts. Export official PDF statements to clean, structured Excel files.

Your OCBC statement is processed temporarily and deleted after processing — we do not archive bank statements.

Drop your PDF here, or browse

Maximum file size: 20MB

How It Works

1. Upload your OCBC statement PDF

Upload the official monthly statement PDF downloaded from OCBC Velocity or Velocity@ocbc.

2. AI extracts OCBC transactions

Our AI is trained to understand OCBC layouts—correctly identifying Value Dates, Withdrawals, Deposits, and Running Balances.

3. Review transaction data

Preview the extracted transactions to ensure the multi-column data aligned perfectly.

4. Download Excel spreadsheet

Save as an Excel file ready for accounting software, bookkeeping, or personal finance tracking.

Step-by-Step Guide

1

Upload your OCBC statement PDF

Upload the official monthly statement PDF downloaded from OCBC Velocity or Velocity@ocbc.

2

AI extracts OCBC transactions

Our AI is trained to understand OCBC layouts—correctly identifying Value Dates, Withdrawals, Deposits, and Running Balances.

3

Review transaction data

Preview the extracted transactions to ensure the multi-column data aligned perfectly.

4

Download Excel spreadsheet

Save as an Excel file ready for accounting software, bookkeeping, or personal finance tracking.

Many OCBC users find it frustrating that official monthly statements are only available in PDF format. While you might be able to export partial transaction CSVs from the portal, the official PDF statement often contains complex multi-column layouts, separate withdrawals/deposits rows, and summary sections that generic PDF tools fail to parse correctly. This page is built to solve exactly that.

Why This Scenario Needs Its Own Page

  • - Understands the difference between OCBC transaction CSV exports and official PDF statements.
  • - Prevents the common issue where generic tools merge Date and Description columns together.
  • - Accurately separates Withdrawals and Deposits into distinct columns instead of mixing positive/negative signs.

Best Fit

  • - Singapore accountants handling OCBC corporate accounts
  • - Freelancers doing monthly reconciliation from official statements
  • - Users whose only record is the official OCBC PDF statement

May Need Another Workflow

  • - Users who only need simple recent transactions (use OCBC CSV export instead)
  • - Encrypted PDFs where you haven't removed the password yet

Typical Columns We Extract

DateValue DateTransaction DescriptionWithdrawal (Dr)Deposit (Cr)Balance

Pre-Export Quality Checklist

  • - Check that multi-line transaction descriptions are kept in a single row
  • - Verify the Opening Balance matches the top of your PDF
  • - Confirm that the Withdrawal and Deposit columns are strictly separated

Frequently Asked Questions

Real Input Example

Typical PDFs in this scenario contain multi-column tables that benefit from preview-first extraction.

Expected Output Example

DateValue DateTransaction DescriptionWithdrawal (Dr)
Sample 1Sample 2Sample 3Sample 4
Sample 5Sample 6Sample 7Sample 8
Sample 9Sample 10Sample 11Sample 12

Page Selection Tip

If you need a more generic workflow, switch to Extract Table from PDF.

Extract Table from PDF

Common Failure Fixes

Headers vary between pages

Standardize header names before export.

Numeric columns parsed as text

Normalize decimal and thousand separators.

Rows split near page breaks

Review page-break regions before downloading.

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