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Convert a Live Oak Bank statement to Excel

Turn a Live Oak Bank 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 Live Oak Bank 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 Live Oak Bank statement

  1. Upload the PDF. Drag your Live Oak Bank 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 Live Oak Bank statements that other tools miss

Live Oak Bank is a digitally oriented institution well known as one of the most active small-business and SBA lenders in the country, paired with online deposit products for businesses and consumers. Bookkeepers serving business clients often reconcile Live Oak business savings and deposit statements alongside loan-related activity. BankTidy reads the Live Oak Bank statement PDF as issued rather than depending on a preset layout, and it reconciles each extracted transaction to the closing balance on the statement, so the CSV, Excel, QuickBooks, or Xero export you build is complete and ready for reconciliation.

No template setup. Nothing to configure for Live Oak Bank — 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: Live Oak Bank → CSV Live Oak Bank → QuickBooks Live Oak Bank → Xero Live Oak Bank → Google Sheets

Frequently asked questions

Is it safe to convert my Live Oak Bank statement?

Yes. You upload a statement you already have — there's no Live Oak Bank 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 Live Oak Bank 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 Live Oak Bank 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 Live Oak Bank statement?
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