PDF bank statement to CSV

Convert PDF Bank Statements to CSV

Extract transaction rows from text-based or scanned bank statement PDFs into CSV. Get a compact Date, Description, and Amount file for review or manual import into compatible software.

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CSV output
"Date","Description","Amount"
"2026-06-03","Client payment","1250.00"
"2026-06-05","Office supplies","-84.27"

The output uses one transaction per row. It uses a comma delimiter for decimal-point amounts and a semicolon when amounts use a decimal comma.

How it works

From statement PDF to reviewable rows

  1. 1

    Upload statement PDFs

    Add one or many text-based or scanned statement PDFs to the existing conversion flow.

  2. 2

    Check the transaction rows

    Review the extracted rows beside the original statement before using the CSV elsewhere.

  3. 3

    Download or merge CSV

    Download individual CSV files or merge matching completed statements into one chronological file.

Built for data you can review

Portable transaction data

Plain-text rows are easy to inspect and accepted by many downstream tools.

Consistent columns

Every conversion uses Date, Description, and Amount.

Locale-aware delimiters

The delimiter avoids conflicting with the statement's decimal convention.

Safer spreadsheet opening

Formula-like description values are escaped to reduce CSV-injection risk.

A clean file for your next step

The CSV arrives in a predictable three-column structure, so most of the preparation is already done.

  • Each transaction is separated into Date, Description, and Amount.
  • Debits use negative amounts and credits use positive amounts.
  • Open it in a spreadsheet or map those three columns in compatible software.

Need Excel output?

Choose XLSX when you want spreadsheet-native dates, numeric cells, column sizing, and number formatting.

Convert bank statements to Excel

Trusted for statement-heavy work

Finally, a reliable way to convert bank statements. The validation feature gives me confidence in the data.
Michael R., Attorney

Security for financial documents

Statements are encrypted in transit and at rest. Auto-delete defaults to 3 days and can be configured from 1 to 180 days. Files can also be deleted manually at any time.

Read about security and auto-delete

Frequently Asked Questions

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