Frequently Asked Questions

Everything about converting PDF bank statements to Excel — supported banks, security, pricing and compatibility with accounting software.

Banks and Compatibility
Does Bank2PDF support statements from all Portuguese banks?

Bank2PDF natively supports the main Portuguese banks with automatic format detection: CGD, Millennium BCP, Santander Totta, Novo Banco, BPI, Crédito Agrícola, Montepio and Banco CTT. It also supports ABANCA, ActivoBank, Bankinter, BBVA, BIC/EuroBIC, BNP Paribas, Revolut and others.

Does it work with business account statements?
Yes. Bank2PDF supports statements from both personal and business accounts (current accounts, company accounts) from all Portuguese banks. Business statement formats are generally identical to personal ones and detection is automatic.
Does it work with scanned (paper) statements?
Yes, using OCR. For paper statements that have been scanned, Bank2PDF uses optical character recognition (OCR) to extract transactions. This feature is available on paid plans. For digital PDFs (generated directly by the bank), accuracy is 99.5%.
How do I download my bank statement as a PDF?
  • CGD: Caixa Directa Online → Contas → Movimentos → Exportar PDF
  • BCP: MillenniumNet → Contas → Consulta de Movimentos → Imprimir/PDF
  • Santander: Particulares Online → Contas → Movimentos → Exportar
  • Novo Banco: NBnet → Contas → Movimentos → Exportar PDF
  • BPI: BPI Net → Contas → Extracto → Formato PDF
  • Crédito Agrícola: CA Online → Contas → Movimentos → Exportar
  • Montepio: Montepio Online → Contas → Movimentos → Exportar PDF
  • Banco CTT: bancoctt.pt → Conta → Movimentos → Exportar PDF
Free Trial and Pricing
Is the first page conversion really free?
Yes, genuinely. You can convert the first page of any bank statement without paying anything and without entering credit card details. bank2pdf.com.
How much does Bank2PDF cost?

The first 5 pages are always free. Paid plans start at €19.99/month with 150 pages included. Annual plans with a discount and high-volume plans for accounting firms are also available.

See all pricing →

Can I cancel at any time?
Yes. You can cancel at any time without penalties. On cancellation, you retain access until the end of your paid period. No lock-in contracts or cancellation fees.
What happens when I reach my plan's page limit?
When you reach the limit, you can purchase extra pages or upgrade to a higher plan. The system alerts you before you hit the limit and never cancels a conversion mid-way.
Security and Privacy
Is it safe to upload my bank statement?
Yes. All file transfers are encrypted with SSL/TLS (HTTPS). Processing takes place on secure servers located in Portugal. Your data is never shared with third parties. Bank2PDF is fully GDPR compliant.
Are my statements stored on your servers?
Files are stored temporarily during processing and remain available for re-download for up to 30 days. After that period they are automatically and permanently deleted.
Is Bank2PDF GDPR compliant?
Yes. Bank2PDF operates in full compliance with the GDPR (General Data Protection Regulation — EU Regulation 2016/679). Privacy Policy.
Results and Compatibility
What output formats are available?
Bank2PDF exports to Excel (.xlsx) and CSV. Both use standardised columns: Date, Description, Debit, Credit and Balance.
Is the Excel file compatible with PHC, Primavera and Sage?
Yes. Bank2PDF's Excel file uses standardised columns with dates in DD-MM-YYYY format and numeric values with a decimal comma — exactly the format expected by PHC CS, PHC GO, Primavera BSS, Sage 50c, TOConline, Contabilizei, Moloni and other Portuguese ERPs.

View complete import guide →

Can I convert multiple months at once?
Yes. You can upload a PDF with multiple months and Bank2PDF will produce a single Excel file with all transactions in chronological order.
How accurate is the conversion?
For digital PDFs (generated directly by the bank, not scanned), accuracy is 99.5%. For OCR-processed scanned documents, accuracy depends on scan quality — we recommend scanning at 300 DPI or higher.
How long does conversion take?
Most statements (1–10 pages) are processed in under 10 seconds. Larger or OCR-scanned statements may take up to 30–60 seconds.

Still have questions?

Try it free and see for yourself — or contact our team.