Financial PDF → clean CSV
Turn a PDF into a clean CSV.
Built for money documents: upload a bank or credit card statement and get back a CSV where Date, Description, Amount, and Balance each have their own column — ready for Excel, Google Sheets, Xero, or a script. Scans work fine too.
Handled in memory, never stored. Data handling →
First 3 conversions free · no card needed · nothing stored
Drag your bank statement PDF in here
or click to pick a file · PDFs only
Everything runs in memory — your file is never saved anywhere. How that works
Generic PDF tools give you homework. We don't.
Feed a statement to an all-purpose "extract tables from PDF" tool and you'll get everything it can see — page footers, headers, stray page numbers, half-merged cells — followed by twenty minutes of cleanup. We go the other direction: statements are the only thing we convert, so the extractor already knows which lines are transactions, where the balance column runs, and how each bank marks debits versus credits.
What comes out is a finished CSV, not raw material. On the US bank layouts we support, transaction extraction runs at 99.9% accuracy.
Places the CSV drops right into
Spreadsheets
Open it in Excel, or pull it into Google Sheets with File → Import — the columns arrive already split.
Bookkeeping apps
The bank-import screens in Xero, Wave, Zoho Books, and FreshBooks take the CSV without any edits.
Scripts & databases
Plain text means pandas, Apps Script, or a SQL COPY can read the file straight in — no parsing gymnastics.
More converters like this
- Bank statement to CSV — same output, focused purely on bank statements.
- Credit card statement to Excel
- PDF bank statement to Excel (.xlsx)
Common questions
Which PDFs can I convert with this?
Any financial document laid out as a table of transactions — bank statements, credit card statements, and account summaries in the same family. Because this tool is built around statements rather than PDFs in general, the output arrives as clean Date, Description, Amount, and Balance columns instead of the scrambled grid a generic table extractor spits out. If your file is a bank or card statement, you're in the right place.
How much does the PDF to CSV conversion cost?
Nothing to start — you get 3 free conversions with no card required. CSV output ships with every plan, so payment only enters the picture if you outgrow the free volume.
Will a scanned statement convert, or only digital PDFs?
Both convert. The AI reads scanned pages and phone photos as reliably as text-layer PDFs, so a scan of a statement comes out as the same clean CSV a born-digital file would.
What columns are in the finished CSV?
Four, always: Date, Description, Amount, and Balance, with a single Amount column where debits carry a minus sign. Excel, Google Sheets, Xero, Wave, databases, and pandas scripts all take that layout directly — no reshaping needed.
Where does my file go after the conversion?
Nowhere. The PDF and the CSV exist in memory for the few seconds the conversion takes, then disappear the moment your download lands — no disk writes, no storage buckets, and no data shared with third parties. Only billing metadata is kept (account, row count, timestamp). The specifics live at /security.
What about QuickBooks or Tally — should I use CSV there?
QuickBooks prefers its own format: grab a .qbo Web Connect file from /bank-statement-to-qbo and it will import far more smoothly than a raw CSV. For Tally and any other tool that accepts CSV uploads directly, the file from this page drops right in.