Convert Bank Statement PDF to CSV

Your bank gives you a PDF — you need a spreadsheet. Upload your statement and get structured CSV data with every transaction extracted.

For analysts, bookkeepers, and anyone tired of copy-paste gymnastics. Free online — works in your browser.

Bank-grade security - Files encrypted in transit, never stored
Files encrypted in transitNo files storedNo signup required

How It Works

1

Drop Your PDF

Bank statement, credit card statement, or any financial PDF — scanned or digital

2

Tables Detected & Parsed

AI finds every transaction row, even across page breaks, merged cells, and multi-line descriptions

3

Download Clean CSV

One file, properly delimited, ready for Excel, Sheets, Xero, Wave, or your own scripts

Tested With Statements From

Bank statements have no standard layout — every bank is different. Our AI figures out the table structure automatically, even if your bank isn't listed here.

ChaseBank of AmericaWells FargoCitiCapital OneHSBCBarclaysLloydsNatWestRevolutHDFCSBIICICIKotakAxis BankRBCScotiabankNABANZStandard Chartered+ any bank worldwide
PDF

What is PDF?

Portable Document Format

A PDF is a picture of data, not actual data. Text is placed at coordinates on a page — there are no real rows, columns, or delimiters. That's why copy-paste into Excel produces garbled, misaligned results.

CSV

What is CSV?

Comma-Separated Values

Plain-text format where every field is separated by a comma and every row is a new line. Opens in any spreadsheet app, database, or accounting tool — the universal language for transaction data.

Why This Tool

Replaces Copy-Paste Entirely

No more pasting from PDF into Excel and spending 20 minutes fixing misaligned columns, split rows, and garbled amounts

Real Table Recognition

Understands multi-column layouts, merged cells, sub-totals, running balances, and transactions that wrap across two lines

Handles Page Breaks

Statements split across 5, 10, or 50 pages? All extracted into one continuous CSV with no gaps or repeated headers

Scanned PDFs & Faxes

OCR reads printed text from scans, photos, and even faxed statements — not limited to digital-native PDFs

Preserves Every Column

Date, Description, Amount, Balance, Reference, Check # — whatever your bank prints, the CSV keeps

Multi-Language Support

Reads statements in English, Spanish, French, Hindi, Arabic, Chinese, and any other language your bank uses

When to Use This

Spreadsheet Analysis

Financial analysts pulling transactions into Excel or Google Sheets for categorization, pivot tables, and trend analysis

Xero / Wave / FreshBooks

These accounting platforms don't accept PDFs — CSV is the standard import format for manual bank statement uploads

Audit Trail & Tax Prep

CPAs and tax preparers extracting 12 months of client statements into one spreadsheet for review and filing

Where Your CSV Works

Spreadsheets

  • Microsoft Excel
  • Google Sheets
  • LibreOffice Calc
  • Apple Numbers

Accounting Software

  • Xero (3 or 4 column format)
  • Wave Accounting
  • FreshBooks
  • Zoho Books

Developer Tools

  • Python / pandas
  • R / tidyverse
  • SQL databases
  • Custom scripts & APIs

Why PDF-to-CSV Is Harder Than It Looks

Copy-paste from PDF produces garbled columns

A PDF has no real table cells — just text placed at coordinates. When you paste into Excel, columns shift, amounts merge with descriptions, and dates land in wrong fields. AI table recognition solves this by finding the actual layout.

Excel silently changes your dates and numbers

Double-clicking a CSV lets Excel auto-detect formats. It flips DD/MM to MM/DD based on locale, strips leading zeros from references ("007823" becomes "7823"), and adds thousand separators. Always use File > Import instead.

Xero says "no valid statement data" on import

Xero needs exactly 3 columns (Date, Description, Amount) or 4 (Date, Description, Debit, Credit) with no blank rows. Extra columns like Balance must be removed. Dates must match your Xero region setting, and the file must be UTF-8 encoded.

Transactions lost at page breaks in multi-page PDFs

Many tools only read the first page or miscount rows at page boundaries. Our extraction runs across all pages as one continuous stream — the same way you'd read the statement yourself.

Frequently Asked Questions

Q

I tried copy-pasting from the PDF — columns came out garbled. Why?

PDFs store text as positioned characters on a page, not as table cells. There are no real columns or rows — just text placed at coordinates. Copy-paste loses all structure. Our AI reconstructs the actual table layout before extracting.

Q

Excel changes my dates every time I open the CSV. How do I stop it?

Excel silently reinterprets dates based on your locale — flipping DD/MM to MM/DD and stripping leading zeros. Use File > Import (not double-click) and set the date column to "Text" format during import. Or use Google Sheets, which handles CSV dates more reliably.

Q

Xero rejected my CSV — says "no valid statement data"

Xero needs exactly 3 columns (Date, Description, Amount) or 4 (Date, Description, Debit, Credit). If your CSV has extra columns like Balance or Reference, remove them before importing. Also check for blank rows and ensure UTF-8 encoding.

Q

What columns will be in the output?

Mirrors your original statement — typically Date, Description, Amount (or separate Debit/Credit), and Balance. Extra columns like Reference or Check Number are preserved if present.

Q

Does it work with scanned or photographed statements?

Yes. Built-in OCR reads scanned PDFs and photos of printed pages. Works best with clear, unrotated scans — even faxed statements work in most cases.

Q

Can I convert a password-protected PDF?

Yes. Enter the password when prompted. It's used only to unlock the file for processing and is never stored.

Q

What about multi-page statements?

All pages are extracted into one continuous CSV. No repeated headers, no gaps at page breaks — just a single clean table.

Q

Why not just use Excel's built-in "Get Data from PDF"?

Excel's PDF import (Data > Get Data > From PDF) works for simple, single-page tables. It struggles with multi-page statements, complex layouts, and scanned PDFs. Our AI handles all of these.

Q

Is my data secure?

Encrypted in transit, processed in memory, never stored. We don't keep your files or transaction data after conversion.