Convert Axos Bank Bank Statement to Excel
Axos is a digital-only bank, which means the monthly PDF is frequently the only formal record of an account — there's no branch to walk into for a printed history. For bookkeepers closing the books across an Axos personal account, a business checking account, and maybe a money market, month-end becomes a cycle of opening PDFs side by side and keying figures into a workbook, where transposed digits hide until the trial balance refuses to tie. SheetMyBank replaces the keying: it lifts the transactions from each statement and validates that the opening balance plus the period's activity lands exactly on the printed closing balance before you export.
Both Axos online banking and the mobile app file statements under Statements and Documents. Per its deposit agreement, Axos keeps monthly statements available online for at least two years, and paper copies of electronic records can be requested for up to five years after creation. When you convert, the PDF is opened by code executing in your own browser process — an arrangement that suits an online-only bank's customers, since the sensitive document never gains a second copy on someone else's server.
Drop your Axos Bank statement here (PDF or photo)
Processed entirely on this device — nothing is uploaded. Scans and photos are read with on-device OCR (beta).
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Axos Bank statement FAQ
Where does Axos keep my statements?
Sign in online or in the Axos app and go to Statements and Documents, where monthly statements and tax forms are listed for download as PDFs. Loan e-statements are reachable through the same sign-in.
How long are Axos statements available online?
Axos commits to at least two years of monthly statements in online banking. Beyond that window, you can request paper copies of electronic records for up to five years after they were created, so archive PDFs yourself if you need a longer self-serve history.
Does Axos have credit card statements I can convert?
Axos issues commercial credit and charge cards but no consumer credit card, so personal customers will only have deposit and loan statements. Commercial card statements from Axos can be run through the converter like any other PDF — review the column mapping on the first file.