🌍 Banking Circle Microsoft Excel Integration Guide

Import Banking Circle Statements into Microsoft Excel

Bank-specific import workflow from Banking Circle to Microsoft Excel with AI extraction.

A European payments bank enabling faster and cheaper cross-border payments for businesses.

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Step-by-step: Banking Circle → Microsoft Excel

1

Download your Banking Circle PDF statement

Log into your Banking Circle online banking portal. Navigate to Accounts → Statements → and download the PDF for the transaction period you need.

2

Upload to EuroExtract

Log in to EuroExtract (or create a free account in 30 seconds). Drag your Banking Circle PDF into the upload zone on your dashboard.

3

AI extracts your transactions

Our AI (DeepSeek + Gemini Vision) reads every transaction from your Banking Circle statement — date, description, amount, IBAN, BIC, and payment reference. This takes 10–30 seconds.

4

Export as Microsoft Excel format

Click the Export button, select Microsoft Excel from the dropdown, and download your file. The The industry-standard spreadsheet format, compatible with Excel, LibreOffice, and Google Sheets.

5

Import into Microsoft Excel

Open Microsoft Excel and use the file import/bank import feature to load your exported file. All transactions are automatically mapped — no manual reconciliation needed.

FAQs — Banking Circle + Microsoft Excel

Can I import Banking Circle statements directly into Microsoft Excel?
Yes. Use EuroExtract to convert your Banking Circle PDF to Microsoft Excel format, then import the exported file using Microsoft Excel's Bank Import or Transaction Import feature.
What transaction fields are included in the Microsoft Excel export?
The export includes: date, description, debit amount, credit amount, balance, IBAN, BIC, and payment reference — formatted specifically for Microsoft Excel import.
Is this GDPR compliant for processing Banking Circle data?
Absolutely. Your Banking Circle PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import Banking Circle into Microsoft Excel for free

3 free pages. No credit card. GDPR compliant.

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