Skip to content
StatementStudio
Convert a statement

How StatementStudio works

Seven steps between upload and download — including the one where something gets flagged. No step invents data, and nothing is exported before you’ve seen it.

See it in the demoChoose a bank-statement PDF
The flow

From PDF to a spreadsheet you can defend.

  1. Upload a bank-statement PDF

    Choose one digital bank-statement PDF, up to 10 MiB and 20 pages. No account, email, or payment — the limits are stated before anything uploads.

    Northbank Current Account
    Digital PDF · 2 pages · GBP · sample data
    One PDF at a time

  2. The statement is read

    Every transaction is pulled into a structured table: date, description, debit, credit, and running balance where the statement shows one.

    DateDescriptionAmountBalance
    1 May 2026BACS SALARY ACME LTD MAY PAY+£3,250.00£4,500.75
    3 May 2026ATM WITHDRAWAL HIGH STREET CASH MACHINE REF 778221(£80.00)£4,373.93
    4 May 2026DIRECT DEBIT CITY ENERGY(£124.40)£4,249.53
    +12 more rows

  3. Review rows beside the source

    Each extracted row keeps a reference to the statement page it came from, shown side by side, so you can compare any value with the original.

    Northbank Current Account · page 1
    2026-05-02 CARD PURCHASE TESCO STORES…£4,453.93
    2026-05-03 ATM WITHDRAWAL HIGH STREET…£4,373.93
    2026-05-04 DIRECT DEBIT CITY ENERGY£4,249.53
    DateDescriptionAmountSource page
    3 May 2026ATM WITHDRAWAL HIGH STREET CASH MACHINE REF 778221(£80.00)1

  4. Resolve or acknowledge warnings

    Anything uncertain is flagged with a plain-language reason — never silently guessed. You fix it, or acknowledge it and move on; blocking errors must be fixed.

    Possible duplicateWarning

    This row has the same date and amount as another transaction, with a similar description. Both are kept — compare the source pages before deleting either one.

    Warnings
    non-blocking — fix the row, or acknowledge and export anyway.
    Errors
    blocking — they must be fixed before export.
    Unclear values
    shown for review with the reason, never silently filled in.

  5. Check the balances

    The balance check compares the extracted amounts with the opening, closing, and running balances shown on the statement, where available. It re-runs after every committed edit.

    Reconciled
    Opening
    £1,250.75
    Transaction sum
    +£1,180.78
    Calculated closing
    £2,431.53
    Statement closing
    £2,431.53
    Residual
    £0.00
    Included
    15
    Edited
    1

    A balance check is a strong consistency check — it does not prove every individual field is correct. Sample data shown.

  6. Export the reviewed rows

    Download Excel or CSV built from the rows as you reviewed them, with documented columns and a validation summary.

    QuickBooks CSVXero CSVSage CSVOFXQIF

    File formats you import yourself — not direct integrations.

  7. Delete when you’re done

    One action removes the job. When you delete a job, its uploaded file, source preview, and exports are removed and cannot be recovered.

    Northbank Current Account
    uploaded file · source preview · exports — removed, cannot be recovered
    Deleted
Scope, plainly

What it does — and what it doesn't.

Does
Reads digital bank-account statement PDFs, shows every extracted row beside its source page, flags anything uncertain, checks the balances, and exports CSV, Excel, and the QuickBooks CSV / Xero CSV / Sage CSV / OFX / QIF file formats.
Does not
Read scanned or photographed statements yet — if your PDF is a scan, we’ll tell you rather than guess. No credit-card statements, no password-protected PDFs, no image uploads.
Never
Connects to your bank or accounting tool, alters your PDF, invents a value to fill a gap, or auto-deletes a duplicate-looking row.
Questions

How it behaves

Do you change my PDF?

Never. The source file is read; it is not altered.

What happens when a value can’t be read?

It is flagged for review with the source page beside it. Nothing is invented to fill a gap.

What does “Review recommended” mean?

Non-blocking findings exist. You can export after acknowledging them, or fix them first; blocking errors must be fixed before export.

Can I edit the extracted rows?

Yes — add, edit, soft-delete, and restore rows against the source. Checks re-run after each committed edit.

How do I delete my file?

One action in the workspace. When you delete a job, its uploaded file, source preview, and exports are removed and cannot be recovered.

Is this just an AI guessing at my statement?

No. Layout reading may be model-assisted, but balance and amount checks are arithmetic, and anything low-confidence is shown for review rather than silently guessed.

See it, then try it

Walk the whole flow on sample data first.

Step through the demoChoose a bank-statement PDF