🇫🇷 Sumeria Microsoft Excel Integration Guide

Import Sumeria Statements into Microsoft Excel

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

A French neobank (formerly Lydia) offering multi-purpose personal and petanque accounts.

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Step-by-step: Sumeria → Microsoft Excel

1

Download your Sumeria PDF statement

Log into your Sumeria 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 Sumeria PDF into the upload zone on your dashboard.

3

AI extracts your transactions

Our AI (DeepSeek + Gemini Vision) reads every transaction from your Sumeria 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 — Sumeria + Microsoft Excel

Can I import Sumeria statements directly into Microsoft Excel?
Yes. Use EuroExtract to convert your Sumeria 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 Sumeria data?
Absolutely. Your Sumeria PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import Sumeria into Microsoft Excel for free

3 free pages. No credit card. GDPR compliant.

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