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Bank Statements to CSV
Upload your clients’ PDF bank statements and get every transaction back as a CSV, checked against the statement’s own balances and ready for QuickBooks or tax software.
How it works
- 1
Upload PDFs
Drop in one or more PDF statements, up to 12 at a time.
- 2
Read every line
Each transaction’s date, description and amount is extracted from the statement tables.
- 3
Check the balances
Beginning balance plus activity is compared with the ending balance, so gaps are caught.
- 4
Download CSV
One CSV per statement, or one merged file, ready to import.
What you put in
- PDF bank statements (most major US banks)
What you get
- CSV per statement
- Merged CSV across statements
- Balance check result for each file
Who it’s for
Tax preparers and bookkeepers who key statements by hand before importing them.