Bank Statement Converter for SBA Loan Applications

SBA 7(a) and SBA 504 loan applications require 12–36 months of business bank statements to verify revenue, cash flow, and debt service coverage. Bank Statement Converter converts your PDF business bank statements to structured Excel or CSV files — simplifying SBA application documentation.

Key Benefits

How It Works

  1. Step 1: Download 24–36 months of business bank statement PDFs from online banking
  2. Step 2: Upload to Bank Statement Converter in sessions of up to 5 PDFs
  3. Step 3: Select Excel or CSV output format
  4. Step 4: Organize by month and submit to your SBA lender or CDC

Frequently Asked Questions

How many months of bank statements do SBA lenders require?
SBA 7(a) lenders typically require 12 months minimum, with 24–36 months for larger loans or acquisitions. SBA 504 programs require 2–3 years of business financial statements including bank records.
Do SBA lenders accept Excel bank statement conversions?
SBA lenders review bank statements for content — deposit totals, average balances, and cash flow patterns. Converted Excel files are useful for organizing and presenting the data, but original PDFs should also be submitted as official documentation.
Convert a Statement Free