Convert ServisFirst Bank statements to Excel, CSV, or QuickBooks
Upload a ServisFirst Bank PDF statement and download a clean spreadsheet: every transaction, date, and balance extracted and reconciled.
- <8s
- Read time, 10 pages
- 99.3%
- Row accuracy, rest flagged
- Any bank
- 1,000+ statement guides
About ServisFirst Bank · registry record
FDIC Cert. № 57993
- Institution type
- Bank
- Charter
- State nonmember bank · FDIC
- Established
- 2005
- Headquarters
- Birmingham, AL
- Branch network
- 33 offices in 7 states & territories
- Total assets
- ≈ $18.2 billion (USD)
- Holding company
- Servisfirst Bancshares Inc
- Official site
- www.servisfirstbank.com
Statements supported
Public record · retrieved Jul 2026
Registry data from public FDIC records. LedgerBox is independent and not affiliated with or endorsed by ServisFirst Bank.
How to convert a ServisFirst Bank statement
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Upload the statement
Drag in the PDF as downloaded from www.servisfirstbank.com. Multi-month files and scans are fine.
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We extract and reconcile
Every row is read, then checked: debits, credits, and running balances must add up before the document is marked clean.
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Download Excel, CSV, or QBO
Dates, descriptions, and amounts land in separate, consistent columns. Open the spreadsheet directly or import the QBO file into QuickBooks.
ServisFirst Bank at a glance
ServisFirst Bank was established in 2005, and has been FDIC-insured since 2005. It is chartered as a state nonmember bank, supervised by the FDIC, and is part of Servisfirst Bancshares Inc. Its branch network runs 33 offices across 7 U.S. states and territories.
- Total assets
- $18.2B
- Total deposits
- $14.5B
- Equity capital
- $1.9B
- Net income, YTD
- $83M
- Return on assets
- 1.86%
- Return on equity
- 17.45%
Figures as of Mar 31, 2026, from public FDIC records. Money figures are approximate.
ServisFirst Bank statement anatomy
A sample business checking statement, and how LedgerBox reads each part during extraction and reconciliation.
Statement of account
MAR 01 – MAR 31, 2026
Deposits and additions
Withdrawals
Daily ending balance
The statement period sets the dates
Transaction rows often print MM/DD dates without the year. LedgerBox resolves the full date from the statement period, including periods that span a year boundary.
Sections become one transaction table
Deposits and withdrawals often sit in separate sections rather than one table. LedgerBox reads every section and exports one transaction per row, with separate debit and credit columns.
Balances drive reconciliation
Ending balances are checked against the extracted rows: debits, credits, and running balances must add up, and any row LedgerBox cannot verify is flagged for review instead of guessed.
Also worth knowing
Card statements group transactions by category (payments, purchases, fees, interest), and the export preserves sign conventions so totals match the summary. Scanned statements convert through OCR, with any row that misses the section totals flagged for review.
ServisFirst Bank conversion FAQ
How do I convert a ServisFirst Bank PDF statement to Excel or CSV?
Create a free LedgerBox account, upload the ServisFirst Bank PDF, and download the converted file. The free trial includes enough pages to try several statements, and no credit card is required.
Does it work with scanned or photographed ServisFirst Bank statements?
Yes. LedgerBox runs OCR-backed extraction, so image-based PDFs and scans convert the same way as digital statements. Reconciliation flags any row it could not read with confidence instead of guessing.
Is my ServisFirst Bank statement data secure?
Documents are encrypted in transit and at rest, processed in isolated storage, and never used to train models. You can delete uploaded documents at any time and they are permanently removed.
Which export formats are supported?
Excel (XLSX), CSV including QuickBooks 3-column and 4-column layouts, QBO for QuickBooks Web Connect, and JSON. Every export uses one transaction per row with separate date, description, debit, credit, and balance columns.
Does LedgerBox only work with the banks listed on this site?
No. LedgerBox reads the statement itself rather than matching it against bank-specific templates, so statements from any institution convert the same way. These pages are guides for the most searched-for banks, not a compatibility list.
Ready to convert your ServisFirst Bank statement?
Upload a PDF and download a clean spreadsheet in under a minute. No card required.
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Rather not import a file at all? Post statement rows straight into QuickBooks