Bank statement converter
Convert Bank Statements to CSV
Turn PDF bank statements into clean CSV transaction files with editable rows and simple running-balance validation.
Upload, inspect the parsed rows, correct suspicious fields, then export a clean spreadsheet.
What you get
From PDF statement to clean transaction table
See the expected output before uploading private financial documents. This preview mirrors the actual workflow: statement summary, transaction rows, balance checks, and spreadsheet exports.
Workflow
Simple enough for one file, structured enough for real cleanup
Upload a PDF statement
Use a real bank statement PDF. The first release keeps the scope narrow so extraction quality can improve faster.
Review the transaction table
Dates, descriptions, debit, credit, amount, balance, confidence, and page number are shown in editable rows.
Validate and export
Balance mismatches and low-confidence rows are highlighted before you download Excel or CSV.
Editable transaction rows
Fix dates, descriptions, amounts, balances, and page references before export.
Balance checks
The converter checks running balance continuity when enough balance values are detected.
Confidence review
Rows with low parser confidence are marked so users know what to inspect manually.
Temporary file handling
Source PDFs are processed temporarily and deleted after conversion unless sample retention is selected.
Exports
Built for transaction cleanup
The parser extracts dates, descriptions, debit, credit, amount, balance, confidence, and page number into an editable table before export.
| Preview | Edit rows side by side with the original PDF preview. |
|---|---|
| Validation | Running balances are checked so suspicious rows stand out before export. |
| Export | Download clean CSV files. QuickBooks and Xero templates are planned as CSV exports first. |
Why this focus
Less generic OCR, more spreadsheet-ready transactions
| Need | This converter | Manual copy/paste |
|---|---|---|
| Transaction rows | Parsed into editable columns | Repeated cleanup and column fixes |
| Review workflow | Confidence and balance warnings | Errors are easy to miss |
| Export | Excel and CSV today | Spreadsheet formatting by hand |
Temporary processing
PDF files are deleted after conversion unless you explicitly opt in to sample retention for 7 days.
Free preview
Free users can preview the first 20 transaction rows. Email unlocks the full table for early validation.
Focused scope
This first release only handles bank statements. Invoices, receipts, and generic OCR stay out of the primary product.
FAQ
Practical details before uploading a statement
Can I upload any PDF?
The main converter is for PDF bank statements only. General OCR remains available on the legacy OCR pages.
Are original files stored?
By default, source PDFs are processed temporarily and deleted after conversion. Sample retention is opt-in only.
Why do I need to review highlighted rows?
Highlighted rows usually mean low parser confidence or a balance transition that does not add up.
Do QuickBooks and Xero work now?
Not as direct OAuth integrations. The first release exports generic CSV and Excel; accounting templates come later.