Marcus → Excel for CPAs (Certified Public Accountants)
As cpa, 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 cpas (certified public accountants) work
Download and use with QuickBooks Online, Sage Intacct. BankScan AI converts any US bank statement PDF to Excel instantly — supporting Chase, Bank of America, Wells Fargo, Citi, and 30+ US banks for seamless client work.
Marcus + Excel + CPAs (Certified Public Accountants)
- 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 cpas (certified public accountants) — Saves an average of 30 minutes per client per engagement on bank statement data entry, or 10+ hours per week during busy season for a firm with 200+ clients
Marcus to Excel — For CPAs (Certified Public Accountants)
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert Marcus to Excel Free