Convert PDF bank statements to CSV/Excel — QuickBooks & Xero-ready

Extract transactions, dates, descriptions, debits/credits, and balances. Standardized output for fast reconciliation.

How it works

1

Upload your statement

Upload PDF or scanned bank statements from any US bank.

2

We extract & standardize

Our system extracts all transactions with consistent formatting.

3

Export as CSV/Excel

Download QuickBooks 3-col/4-col CSV or Excel files.

What we extract

  • Date
  • Description
  • Debit / Credit (or Amount)
  • Running balance (when present)
output.csv
DateDescriptionAmount
01/15/2026Payment - Vendor ABC-100.00
01/16/2026Deposit - Client XYZ200.00
01/17/2026ACH Transfer-45.00

Choose your export

QuickBooks CSV (3 columns)

Date, Description, Amount

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QuickBooks CSV (4 columns)

Date, Description, Credit, Debit

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Xero-compatible CSV

Ready for Xero bank import

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Built for month-end catch-up

  • Bulk uploads

    Process multiple statements at once

  • Consistent formatting

    Same output structure across all banks

30 sec

average processing time per statement

Trust & security

Encrypted connections

30-day auto-delete

No data sharing

SOC 2 principles

Frequently asked questions

Yes! We use OCR technology to extract text from scanned bank statements. Digital PDFs typically have 99%+ accuracy, while scanned documents achieve 95%+ accuracy.

10 pages free — no card required

Start converting PDF bank statements to CSV/Excel today. Upgrade anytime.

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