Statement inbox
Turn bank statement PDFs into Excel
Point Harp at the folder where statements already land, like Dropbox, Google Drive, or Downloads. Save the columns once, then let Harp pull transaction rows into Excel for review and reconciliation.
- Best for finance teams reconciling in Excel
- Designed for recurring statement formats, not one-off cleanup
- Turns statement pages into usable rows
Who this page is for
- Finance teams reconciling bank statements in spreadsheets
- Bookkeepers working across multiple client accounts
- Operations teams standardizing statement review
- Small businesses still downloading PDF statements every month
Why this workflow matters
Built for reconciliation work that should not be manual
When statements show up as PDFs, the real work starts after the download. Harp helps finance teams move faster by turning those statement pages into rows they can actually use.
- Statement PDFs are unreadable by spreadsheet formulas
- Transaction rows must be copied manually
- Month-end reconciliation work starts from the wrong format
- Recurring statements still create repetitive data entry
Common statement columns
Before Harp
- Download monthly or weekly bank statement PDFs
- Manually read transaction rows from each page
- Type dates, descriptions, debits, credits, and balances into Excel
- Start reconciliation only after the data entry is done
After Harp
- Drop statements into a shared folder
- Let Harp extract the transaction rows into Excel
- Review the workbook and move straight into reconciliation
- Reuse the same setup every statement cycle
What ends up in Excel
The output gives finance teams a spreadsheet-ready table of transactions instead of a PDF they still need to interpret manually.
Example Excel columns
Why Harp
Why teams use Harp for statement workflows
It shortens the path to reconciliation
The work begins after the rows exist. Harp gets the rows into Excel faster.
Recurring formats benefit from saved setups
Statement formats repeat. That makes them a strong fit for reusable column selections and saved setups.
It keeps finance teams in their existing flow
If reconciliation already happens in Excel, Harp improves the intake step without disrupting the rest.
Workflow FAQ
Questions buyers ask before trying this workflow
Can Harp extract transaction rows from statement PDFs?
Yes. That is the main use case for this workflow page: turning statement rows into structured spreadsheet output.
Is this better for one-off statements or recurring ones?
Recurring ones. Harp gets stronger when the same kind of document keeps coming back.
Do I need a new reconciliation process?
No. Harp is built to feed the Excel workflow you already use.
Test Harp on one real statement
If your team already reconciles in Excel, Harp gives you a faster way to get statement data into the sheet you already trust.
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