PayPal Statements for Investor Reporting
Preparing PayPal bank statements for investor reporting? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process.
Convert PayPal Statements Instantly
BankScan AI converts your PayPal statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY HH:MM:SS and multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with running balance automatically. Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
About PayPal Statement Format
PayPal statements include a mix of payments, refunds, fees, and currency conversions. BankScan AI separates transaction types and preserves fee details.
Getting Your PayPal Statement for Investor Reporting
In PayPal, go to 'Activity', click 'Statements', select the month, and download as PDF. For CSV exports suitable for accounting software, use 'Activity' > 'Download' and select the date range and format. The CSV export includes more detail than the PDF. Download 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of statements.
How It Works
Upload your PayPal statement
Drop your PayPal UK statement PDF. Supports PDF, CSV. Need 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates? Upload them all.
AI extracts every transaction
Our AI handles PayPal's DD/MM/YYYY HH:MM:SS and multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with running balance — extracting Monthly burn rate, cash runway in months, revenue growth tra.
Use for investor reporting
Download formatted Excel ready for investor reporting. Clean monthly summary with MRR/ARR reconciliation against bank deposits, burn rate trend, and cash runway calculation; presentation-ready for board decks
PayPal + Investor Reporting Features
- PayPal optimised — Handles DD/MM/YYYY HH:MM:SS dates and multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with running balance
- Built for investor reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
- Period coverage — Convert 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of PayPal statements in minutes
Convert PayPal for Investor Reporting — Fast
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Convert PayPal Statement Free