Supported documents
We would rather return an honest failure than a CSV that looks fine but cannot be trusted. This matrix is the exact truth about what the converter handles today — updated as real statements are tested.
| Document | Status | Notes |
|---|---|---|
| Text-based PDF bank statements | Supported | Uploaded for automated extraction; transactions returned as CSV. |
| Single amount column or debit/credit columns | Supported | Both layouts extract to a single signed amount column. |
| Statements with a running balance column | Supported | The balance is included as printed; it is not independently verified. |
| Multi-page statements | Supported | Up to 20 pages and 20MB per file. Free tier converts files up to 5 pages. |
| Scanned or image-only PDFs | May fail | Harder to read and fail more often. Failures are reported clearly and never charged. |
| Password-protected or corrupted PDFs | Not supported | Remove the password in your PDF viewer first; damaged files are rejected. |
| Every bank, language, and layout | Not claimed | Unsupported files get a specific failure reason — never a guessed CSV. |
| QBO / OFX / XLSX export | Not available | QBO export is being evaluated; the beta list is on the PDF to QBO page. |
| Reconciliation, balance verification, categorization | Out of scope | We extract transactions. Categorization and import decisions stay with you or your accountant. |
File limits
- PDF only, up to 20MB and 20 pages per file (5 pages on the free tier).
- Empty, corrupted, or encrypted files are rejected before processing.
- Extraction runs on our servers and third-party recognition services — your PDF is uploaded when you convert it.
When your file cannot be converted
You get a specific reason — unsupported layout, damaged file, unreadable scan, page limit exceeded, or a system error — never a fake success. Failed conversions never count against your quota, and you can retry or send us feedback. You may also explicitly opt in to contribute an anonymized sample so we can improve coverage; nothing is kept for that purpose without that separate consent.