Export notes
- Choose Debit/Credit or Signed Amount CSV.
- Use the audit CSV to trace source rows.
- Review any Needs checking row manually.
Convert PDF Bank Statement to CSV
Convert a selectable-text PDF bank statement to CSV and review extracted transactions before export. Scanned or image-only PDFs are not supported.
Choose your PDF statement
Accepted: text-based PDF bank statements, including multi-page and password-protected PDFs. Scanned or image-only PDFs are not supported.
Conversion result
PDF source accounting
Every detected source row is classified as a transaction or a balance/summary marker.
Export
CSV export is available. Scanned PDFs, statement images and Excel export are not supported.
Verify dates, signs, row count and totals against the original statement before importing.
Before you export
Compare the extracted dates, amounts, row count and totals with the original statement.
Limitations
- Only PDFs with selectable text are supported.
- Scans, photos and Excel output are not supported.
- Verified status requires enough figures to reconcile.
PDF converter questions
Can I convert any PDF bank statement to CSV?
Text-based PDF bank statements with selectable text are supported, including multi-page and password-protected files. Scanned or image-only PDFs are not supported.
What does Verified mean?
Verified means no transaction remains unresolved and reconciliation ran and passed using available statement balances or running balances within the tool's tolerance. A file without enough figures to reconcile is not marked Verified.
What happens to a row that needs checking?
The row is kept, flagged and shown with its source information. It is not guessed or silently dropped, and it remains available in the exports for manual review.
Is the PDF uploaded to a server?
No. The PDF and its password, if needed, are processed locally in the browser using the bundled PDF library.