Turn bank statements into a clean CSV
Upload any bank or credit card statement PDF. Get back a tidy CSV of transactions — date, description, amount, balance, category — ready for your spreadsheet or accounting tool.
Files auto-delete after 1 hour
Drop a PDF here, or click to browse
Up to 25 MB · PDF only
Who uses this
Real workflows people solve with this tool.
Bookkeepers
Stop retyping client transactions from PDF statements into QuickBooks or Xero.
Freelancers
Pull a year of statements into one CSV for tax season in minutes, not hours.
Personal finance
Import statements into YNAB, Tiller, or your own budget spreadsheet.
Loan applications
Hand a clean CSV of recent activity to underwriters for mortgage or business loan packets.
Accountants
Reconcile client statements against books without manual data entry.
Audits
Convert historical statements to a searchable, sortable format for audit prep.
How PDFKit compares
| Feature | PDFKit | Bank export |
|---|---|---|
| Works on any statement | Yes | Only your own bank |
| Historical statements | Any age | Often 90 days |
| Multi-bank in one CSV | Yes (re-run) | No |
| Account required | No | Yes |
| AI-assigned categories | Yes | Rare |
Frequently asked
Which banks are supported?
Most major US, UK, EU, and global banks. The extraction is layout-agnostic, so regional and credit union statements work too.
What columns are in the CSV?
Date (YYYY-MM-DD), Description, Amount (signed: negative for debits, positive for credits), Balance (when present), and Category.
Is my financial data private?
Statements are encrypted in transit, processed on our servers, and auto-deleted within 1 hour. We never train AI on your documents.
What about scanned statements?
Best results come from digital PDF statements. Scanned statements may extract poorly — run the OCR tool first when it ships.
Can I batch multiple statements?
Single-file in the free tier. Batch processing of full-year statement folders is coming in Pro.