Convert PDF Bank Statements to CSV
Transform messy PDF statements into structured CSV files ready for QuickBooks, Xero, or Excel.
Why PDFs break workflows
Historical statements
Banks only keep digital feeds for recent months. Older statements come as PDFs only.
Copy-paste nightmares
PDFs don't have real columns. Copy-paste gives you jumbled, unusable data.
Standard columns that reconcile fast
- Date (MM/DD/YYYY)
- Description (cleaned & merged)
- Amount or Debit/Credit
- Running balance (when available)
QuickBooks 3-column format:
Date,Description,Amount 01/15/2026,Payment - Vendor ABC,-100.00 01/16/2026,Deposit - Client XYZ,200.00
Common PDF quirks we handle
Multi-line descriptions
We merge wrapped text into single clean entries
Page breaks
Transactions split across pages are handled seamlessly
Running totals
We filter out subtotals and non-transaction lines
Inconsistent spacing
Our system reconstructs column structure from visual layout
FAQ
We offer multiple formats: QuickBooks 3-column (Date, Description, Amount), QuickBooks 4-column (Date, Description, Credit, Debit), and Xero-compatible CSV.