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Convert a Bluevine statement to Excel

Turn a Bluevine statement PDF into a clean, reconciliation-ready Excel spreadsheet in under a minute — no template setup, including many bank formats that template-based tools struggle with.

🔒 Privacy-first: No bank login. We don’t keep your statements. Read, convert, done. How we handle data → ✓ See the accuracy benchmark →
Drop in your Bluevine PDF — get Excel back, reconciliation-ready.
Convert a statement free →
3 free / month · no card · no bank login
Bigger statement? $9 buys 50 pages one-time — no subscription, credits never expire. Get a pack →

How to convert your Bluevine statement

  1. Upload the PDF. Drag your Bluevine statement into BankTidy. One file or a batch.
  2. We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
  3. Download Excel. Get a Excel spreadsheet that's ready for your books.

Why BankTidy handles Bluevine statements that other tools miss

Bluevine is a fintech focused on small-business banking, delivering business checking and related financial services through partner banks rather than operating as a chartered bank itself. Bookkeepers serving small businesses frequently convert Bluevine statements, which emphasize business deposits, transfers, payments, and debit activity in the platform's own layout. BankTidy reads whatever Bluevine statement PDF you upload without a fixed template and reconciles the transactions it extracts to the printed closing balance, producing a CSV, Excel, QuickBooks, or Xero file that reflects the complete period and is ready to bring into the client's books.

No template setup. Nothing to configure for Bluevine — upload and go.
Reconciled output. The Excel file ties to the statement's own balances, or the rows are flagged.
Reads scans & photos. Works on imaged statements, not just clean digital PDFs.
Categorized for the books. Pro adds income/expense coding and a cash-flow summary.

Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide

Also: Bluevine → CSV Bluevine → QuickBooks Bluevine → Xero Bluevine → Google Sheets

Frequently asked questions

Is it safe to convert my Bluevine statement?

Yes. You upload a statement you already have — there's no Bluevine login and no account linking. Files are processed only to produce your Excel spreadsheet and are not used to train anything; data is encrypted in transit and at rest.

Does this work if my Bluevine statement is scanned or a photo?

Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.

Will the Excel output balance?

Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.

How many Bluevine statements can I convert?

Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.

Do I have to subscribe?

No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.

Don't see your bank? Request it.

Tell us which bank or credit union you need and we'll add it. We read any layout — this just helps us prioritize.

Ready to convert your Bluevine statement?
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