PDF bank statement → CSV
Turn a PDF bank statement into CSV
Upload your statement. We extract the transactions and return a CSV you can download or send to your accountant.
PDF up to 20MB. Free tier: 1 conversion a day, up to 5 pages per file.
Your PDF is uploaded for automated processing by us and third-party recognition services. Files you do not choose to contribute are deleted under our stated retention policy.
Need a QBO file for QuickBooks instead? QBO export is being evaluated — join the beta.
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║ PDF ║░
║ statement ║░
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▼ upload
╔═ statement-to-books ═╗
║ extract ║░
║ transactions ║░
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▼
csvexample output
What you get back
One CSV with the transactions we could read: date, description, amount, the running balance where the statement prints one, and the source page of every row.
Date,Description,Amount,Balance,Source Page
2026-05-01,Opening balance,,4200.00,1
2026-05-03,ACME SUPPLIES INV 1042,-350.00,3850.00,1
2026-05-07,STRIPE PAYOUT ST-8K2,1240.50,5090.50,1
2026-05-12,UTILITY CO DIRECT DEBIT,-89.20,5001.30,2
2026-05-31,Closing balance,,5001.30,2How to read it
- Negative amounts are money out, positive amounts are money in.
- The Balance column appears only when the statement itself prints a running balance.
- Source Page points back to the original PDF, so any question takes seconds to check.
Sample data is fictional and for illustration.
Three steps, no setup
Upload one statement
Choose a PDF bank statement.
Let the converter extract it
The service identifies the transaction rows.
Download the CSV
Keep it or send it to your accountant.
Give your accountant a table, not another retyping job
Download the CSV and send it together with the original PDF. Your accountant still decides how it should be categorized or imported.
What this converter does — and does not do
It does
- · Extract dates, descriptions, and amounts from PDF bank statements
- · Include the running balance when the statement prints one
- · Return a downloadable CSV when extraction succeeds
- · Report a clear failure — never a blank or fake-success file — when it cannot read your statement
It does not
- · Support every bank, language, scan quality, or layout
- · Reconcile transactions or verify balances
- · Export QBO, OFX, or XLSX, or import into QuickBooks for you
- · Categorize transactions or give accounting or tax advice
Your PDF is uploaded — here is exactly what that means
Extraction runs on our servers and third-party recognition services, so your statement leaves your device. We say that plainly because bank statements are sensitive, and the upload is how the conversion works.
Read the privacy and deletion policy →- Files you do not choose to contribute are deleted under our stated retention policy.
- Contributing an anonymized sample is a separate, optional consent — declining never affects your download.
- Analytics, if enabled at all, never include statement contents, account numbers, or transaction descriptions.
Free for occasional statements — plans when the pile grows
Free
For the occasional statement
$0
no card required
- · 1 conversion a day
- · Up to 5 pages per file
- · Up to 4 statements a month
- · Full CSV download
More than a few statements? Monthly plans from $9 — 100 to 1,500 pages a month, 20% off annual billing.
Failed conversions never count against your quota.
See all plans →This converter does not categorize transactions or provide accounting or tax advice.
Frequently asked questions
Convert it, then send the CSV to your accountant
Free tier: 1 statement a day, up to 5 pages. Plans from $9/month when you need more.