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Finance teamsAnalystsBanks & fintech

Convert Financial & Transaction Data to Excel

Turn transaction exports, ledgers, and financial feeds into analysis-ready Excel or CSV - trusted by finance teams and banks for high-volume data.

Transaction exports, ledgers, and account feeds usually arrive as JSON or XML - great for systems, awkward for people. To reconcile, report, or build a dashboard, you need that data as rows and columns you can sort, total, and filter.

The converter flattens the nested records into a clean table, so every transaction, amount, and balance lands in its own column - one file or thousands, from a handful of rows to the high-volume feeds finance teams and banks run every day.

From a transaction feed to analysis-ready columns

A three-record export, and the same transactions shaped three ways depending on what your next tool expects.

Transaction export (JSON)

json
{
"account": "0532013000",
"currency": "EUR",
"transactions": [
{ "id": "TX10001", "date": "2026-03-01", "type": "debit", "counterparty": "ACME Utilities Ltd", "category": "Utilities", "amount": -84.50, "balance": 3915.50 },
{ "id": "TX10002", "date": "2026-03-02", "type": "debit", "counterparty": "Shell Service Stn 4471", "category": "Fuel", "amount": -52.10, "balance": 3863.40 },
{ "id": "TX10003", "date": "2026-03-03", "type": "credit", "counterparty": "Globex Corp", "category": "Salary", "amount": 2400.00, "balance": 6263.40 }
]
}

The same data, shaped several ways

Flat rows, one per transaction (CSV)

accountcurrencyiddatetypecounterpartycategoryamountbalance
0532013000EURTX100012026-03-01debitACME Utilities LtdUtilities-84.503915.50
0532013000EURTX100022026-03-02debitShell Service Stn 4471Fuel-52.103863.40
0532013000EURTX100032026-03-03creditGlobex CorpSalary2400.006263.40

One tidy row per transaction with the account details carried down - the shape pivot tables, dashboards, and reconciliation imports expect.

Nested-levels layout (Excel)

accountcurrencyiddatetypeamountbalance
0532013000EUR
TX100012026-03-01debit-84.503915.50
TX100022026-03-02debit-52.103863.40
TX100032026-03-03credit2400.006263.40

Keeps the account-to-transaction hierarchy on separate levels, so you can collapse, group, and pivot by account or period without flattening it yourself.

Mapped to a standard schema (custom)

xml
<Ntry>
<Amt Ccy="EUR">84.50</Amt>
<CdtDbtInd>DBIT</CdtDbtInd>
<BookgDt><Dt>2026-03-01</Dt></BookgDt>
<NtryDtls>
<TxDtls>
<RltdPties>
<Cdtr><Nm>ACME Utilities Ltd</Nm></Cdtr>
</RltdPties>
</TxDtls>
</NtryDtls>
</Ntry>

Need transactions mapped to a standard financial-messaging format (ISO 20022 / CAMT / MT940 style) or to your own data-warehouse columns? That is a custom converter built for your exact schema.

Converters for this

Who uses this

Finance & operations teams

Pull a month of transactions into a spreadsheet in seconds, then reconcile, track cash flow, and build the reports your team actually reads.

Data & BI analysts

Get transaction feeds as tidy rows and columns, ready to load into a pivot table, a dashboard, or your warehouse - no manual reshaping first.

Banks & fintech

Standardize high-volume account and payment data into one consistent layout, whether it arrives as JSON, XML, or a proprietary export.

Accounting & audit firms

Handle many clients and many source systems with one workflow, and add a custom converter for any schema you need to post into.

How it works

  1. 1

    Upload the export

    Add your transaction file (JSON or XML) or paste a link to it. Small exports and large, high-volume feeds are both handled.

  2. 2

    Pick the layout

    Keep every transaction as one flat row, or use a nested-levels layout that preserves the account-to-transaction hierarchy - whatever your next tool expects.

  3. 3

    Download the spreadsheet

    Download Excel or CSV with every field in its own column, ready to sort, total, pivot, and reconcile.

Frequently asked questions

How do I convert transaction data to Excel?

Upload your transaction export - JSON or XML - and download an Excel or CSV file with each transaction on its own row and every field in its own column. Nested records are flattened for you, so the result is ready to sort, total, and reconcile.

Can I convert financial data to Excel from JSON or XML?

Yes. Account feeds, payment records, and other financial data in JSON or XML are flattened into a clean spreadsheet. You can keep a flat one-row-per-transaction layout or a nested-levels layout, and results can be mapped to a standard schema such as ISO 20022 with a custom converter.

How do I turn a ledger into a spreadsheet?

Upload the ledger export and the converter turns each entry into a row, with dates, descriptions, amounts, and balances in separate columns - the shape you need to review the ledger, filter it, or hand it to your accountant.

Can I convert transactions to CSV in bulk?

Yes. Whether it is a few rows or a high-volume feed with thousands of transactions, the converter produces a single clean CSV (or Excel) file. The same layout comes back every time, so it drops straight into an automated workflow.

Is my financial data kept private?

Files are encrypted in transit, source files are deleted right after conversion, and results are removed automatically within 24 hours. They are never shared.

More conversion use cases

Need a variation of this?

Tell us your exact input and the output shape you need. We build a dedicated converter for it - usually within days, free with any paid plan.

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