Marcus → Excel for Bookkeepers
As bookkeeper, you need Marcus bank statements in Excel format. Marcus savings and checking statements include APY calculations and interest details. BankScan AI extracts transaction data and interest accrual information. BankScan AI handles the conversion — MM/DD/YYYY, savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary, and all.
How It Works
Upload Marcus PDF
Drop your Marcus statement PDF. Supports PDF.
AI converts to Excel
Parses Marcus's MM/DD/YYYY, extracts all transactions, outputs Excel (.xlsx).
Use in your bookkeepers work
Download and use with Xero, QuickBooks Online. BankScan AI handles every major UK bank format automatically. Upload the PDF, download the spreadsheet — no manual data entry needed.
Marcus + Excel + Bookkeepers
- Marcus expertise — Handles MM/DD/YYYY and savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
Marcus to Excel — For Bookkeepers
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert Marcus to Excel Free