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Convert Bank Statement AI

Fast, secure, and accurate bank statement to Excel conversion powered by AI.

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Perfect for QuickBooks & Xero Import

Convert PDF Bank Statements to CSV

Transform your PDF bank statements into CSV format for easy import into QuickBooks, Xero, and other accounting software. Free, instant, and secure.

Convert PDF to CSV NowView CSV Guide
QuickBooks Compatible
Xero Compatible
Free to Use

Why Convert Bank Statements to CSV?

Instant CSV Export

Convert PDF bank statements to CSV in seconds. No manual data entry required.

QuickBooks Ready

CSV format is perfectly structured for direct import into QuickBooks Online and Desktop.

Private & Secure

All processing happens in your browser. Your financial data never leaves your computer.

Clean Data

Get properly formatted dates, amounts, and descriptions ready for accounting software.

Bulk Processing

Convert multiple bank statements at once with our premium bulk upload feature.

Universal Format

CSV files work with virtually any accounting software, spreadsheet, or database.

CSV vs Excel: Which Format Do You Need?

Choose CSV When:

  • Importing into QuickBooks or Xero
  • Loading data into databases
  • Automating data processing
  • Maximum compatibility needed

Choose Excel When:

  • Creating reports with formatting
  • Using formulas and calculations
  • Creating charts and visualizations
  • Sharing formatted spreadsheets

Good news: Our converter outputs both CSV and Excel formats - choose the one you need!

Compatible With Your Favorite Software

Our CSV output is formatted for direct import into all major accounting and spreadsheet software:

QuickBooks OnlineQuickBooks DesktopXeroFreshBooksSageWaveZoho BooksExcelGoogle SheetsNetSuite

How to Convert PDF to CSV

1

Upload PDF

Upload your bank statement PDF from your computer

2

AI Processing

Our AI extracts transactions automatically

3

Download CSV

Get your formatted CSV file instantly

4

Import

Import directly into QuickBooks, Xero, or Excel

What's in the CSV Output?

Our CSV files include all the data you need for accounting and reconciliation:

# Example CSV Output:
Date,Description,Amount,Balance,Type
2025-12-01,"DIRECT DEPOSIT - PAYROLL",2500.00,5000.00,Credit
2025-12-02,"AMAZON.COM",-49.99,4950.01,Debit
2025-12-03,"TRANSFER TO SAVINGS",-500.00,4450.01,Debit
2025-12-05,"WHOLE FOODS MARKET",-87.32,4362.69,Debit
Date
YYYY-MM-DD format
Description
Transaction details
Amount
Numeric value
Balance
Running balance
Type
Debit/Credit

PDF to CSV FAQ

How do I import CSV into QuickBooks?

In QuickBooks Online, go to Banking → Upload transactions → Select CSV file. Our CSV format matches QuickBooks' expected column structure.

Will the CSV work with Xero?

Yes! Our CSV output is compatible with Xero's bank statement import. Go to Accounting → Bank accounts → Import a statement.

What encoding does the CSV use?

We use UTF-8 encoding with BOM, which ensures proper character display in Excel and most accounting software.

Can I convert multiple PDFs to one CSV?

With our premium bulk upload feature, you can convert multiple statements and download them as individual CSVs or combined into one file.

Start Converting PDF to CSV

Get your bank statements into QuickBooks, Xero, or Excel in seconds. Free and secure.

Convert PDF to CSV - Free

No signup required. Your data stays private.