Bank Statement Converter for SBA Loans

SBA 7(a) and 504 lenders underwrite on business cash flow, so they review months of bank statements to verify deposits and debt-service capacity. Convert your PDF statements to Excel so you can document revenue, average balances, and cash flow clearly for your SBA loan package without re-keying every transaction.

Key Benefits

How It Works

  1. Step 1: Download the business statements your lender requests
  2. Step 2: Upload each PDF to Bank Statement Converter
  3. Step 3: Select Excel, CSV, or QBO output
  4. Step 4: Include the organized cash-flow records in your loan package

Frequently Asked Questions

How many months of statements do SBA lenders want?
Most SBA lenders request three to twelve months of business bank statements to verify revenue, cash flow, and the account activity behind your application.
How do converted statements speed up underwriting?
An Excel or QBO export lets your lender and accountant total deposits and analyze cash flow quickly, which is central to SBA debt-service coverage calculations.
Convert a Statement Free