Convert a BMO statement to Excel
Turn a BMO 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.
How to convert your BMO statement
- Upload the PDF. Drag your BMO statement into BankTidy. One file or a batch.
- We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
- Download Excel. Get a Excel spreadsheet that's ready for your books.
Why BankTidy handles BMO statements that other tools miss
BMO, operating in the U.S. as BMO Bank following its acquisition of Bank of the West, is the American arm of Canada's Bank of Montreal and now a sizeable presence across the Midwest, West, and beyond. Because of that recent expansion, bookkeepers may see both BMO Harris-era and newer BMO statement formats across checking, savings, and card accounts. BankTidy reads whichever BMO statement PDF you upload without relying on a fixed layout, and it reconciles the captured transactions to the printed closing balance, so your Excel, CSV, QuickBooks, or Xero file is complete regardless of the statement's vintage.
Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide
Frequently asked questions
Is it safe to convert my BMO statement?
Yes. You upload a statement you already have — there's no BMO 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 BMO 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 BMO 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.