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Convert a bank statement to CSV or Excel
Review the extracted transactions and check the balances before export.
Want to see the workflow? Explore a sample conversion.
From PDF to a spreadsheet you can check.
Digital (native) PDFs are supported today. Low-confidence values are routed to review rather than silently guessed, so you decide on every flag — nothing is auto-deleted.
- It reads the statement. Every transaction is pulled into a structured table — dates, descriptions, debits, credits, and running balance.
- Balances are checked. Reconciliation compares the extracted amounts with the opening, closing, and running balances shown on the statement, where available.
- You review, then export. Correct anything flagged against the source, then download Excel or CSV once the result lines up.
Before you upload
What output do I get?
Excel (XLSX) is the primary export, with columns for date, description, debit, credit, signed amount and running balance. CSV is fully supported. Each export is tied to the reviewed revision, so a later edit needs a new export.
What statements are supported?
Bank-account statements as PDF files, up to 10 MiB and 20 pages, one statement per job, with initial coverage for GBP/USD and UK/US layouts during beta.
Are credit-card statements supported?
No. This version supports bank-account statements, not credit-card statements. A credit-card statement is detected and marked unsupported, and your file is not converted.
What does the balance check prove?
It is a strong consistency check that compares the extracted amounts with the balances shown on the statement. It does not prove that every individual field is correct, which is why review stays in your hands.
Do I need an account?
No. There is no sign-up, email capture, or payment during beta.