Bank Statement Converter — PDF to CSV & Excel for QBO & Xero
Stop retyping transactions from PDF bank statements. Upload any bank's PDF, get a clean CSV or Excel file — ready to import into QuickBooks Online, Xero, or your own spreadsheet.
Files are validated locally, split into chunks, then uploaded directly to secure storage.
Bulk upload supported · Up to 100 MB and 1,000 pages per PDF
See Exactly What Your Converted Statement Looks Like
Switch output formats and compare the final columns before you export. This preview uses sample bank statement data.
| Date | Amount | Payee | Description | Reference | Transaction Type | Balance | Currency | Account ID |
|---|---|---|---|---|---|---|---|---|
| 02/01/2025 | 0.00 | River Bank | Opening balance | OPEN-202501 | - | 3500.00 | USD | ****9981 |
| 03/01/2025 | 1280.45 | Stripe | Stripe payout | STRP-8811 | Credit | 4780.45 | USD | ****9981 |
| 04/01/2025 | -1450.00 | Midtown Realty | Office rent | RENT-0104 | Debit | 3330.45 | USD | ****9981 |
| 06/01/2025 | -372.88 | Amazon | AWS invoice | AWS-INV-271 | Debit | 2957.57 | USD | ****9981 |
| 08/01/2025 | -89.90 | Card refund | Customer refund | RFND-1322 | Debit | 2867.67 | USD | ****9981 |
| 09/01/2025 | -24.00 | Notion | Notion subscription | NTN-202501 | Debit | 2843.67 | USD | ****9981 |
| 10/01/2025 | 950.00 | ACME Studio | Client transfer | WIRE-4433 | Credit | 3793.67 | USD | ****9981 |
| 12/01/2025 | -219.50 | Atlassian | Software licenses | ATL-5531 | Debit | 3574.17 | USD | ****9981 |
Sample data shown for demonstration only.
Why Finance Teams Choose Our Bank Statement PDF Converter
Less manual data entry, more control over the transactions you import — whether into QuickBooks, Xero, or your own spreadsheet.
How it works
Convert bank statements to CSV or Excel in a few steps:
Upload your bank statement PDF
Choose a PDF statement from any bank.
We extract the transaction table
Dates, descriptions, amounts, and balances are identified and structured.
Review warnings before export
Preview rows, check balance warnings, and confirm the destination format before downloading.
Download CSV or Excel
Import directly into QuickBooks Online or Xero.
Everything You Need to Convert Bank Statements to CSV & Excel
Purpose-built for anyone who needs accurate, import-ready files from PDF bank statements — bookkeepers, accountants, and business owners alike.
PDF batch upload
Upload multiple bank statement PDFs at once — up to 100 MB and 1,000 pages per file.
Transaction normalization
Dates, descriptions, and amounts are cleaned and standardized automatically.
QBO & Xero column mapping
Output columns match QuickBooks Online (3-col or 4-col) and Xero CSV formats.
CSV & Excel export
Download as CSV for QuickBooks or Xero, or as a standard Excel (XLSX) spreadsheet for any workflow.
Review before export
Preview extracted data and spot flagged rows before you download.
Secure data handling
TLS in transit. Delete files anytime or let finished jobs clear during scheduled cleanup after about 24 hours. See Privacy Policy and Security for details.
Bank Statement Converter — Frequently Asked Questions
Have another question? Email <a href="mailto:support@exactstatement.com" class="underline">support@exactstatement.com</a>.
We support PDF bank statements and credit card statements from any bank. Each file can be up to 100 MB and 1,000 pages.
Anyone who needs to convert PDF bank statements into structured data — bookkeepers importing transactions into QuickBooks or Xero, accountants preparing client files for review, small business owners organizing their finances in Excel, or tax preparers processing statements during tax season.
We support two QuickBooks Online CSV formats: a 3-column format (Date, Description, Amount) and a 4-column format (Date, Description, Credit, Debit). Choose the one that matches your QBO import workflow.
Yes. We generate Xero-compatible CSV files with Date, Amount, Payee, Description, Reference, and Transaction Type columns — following Xero's official import specification.
Absolutely. In addition to CSV, you can download a standard XLSX file with Date, Amount, Payee, Description, Reference, Transaction Type, Balance, Currency, and Account ID columns.
TLS in transit. Delete files anytime or let finished jobs clear during scheduled cleanup after about 24 hours. See Privacy Policy and Security for details.
1 credit = 1 PDF page processed. For example, a 10-page bank statement costs 10 credits. If a conversion fails, credits are automatically refunded.
Yes. You can convert one page for free without signing up. Registered users get 5 free pages per day. For larger volumes, paid plans with additional credits are available.
Yes. Paid users can upload and convert multiple bank statement PDFs in a single batch. Free and registered users can process files one at a time.
If a conversion task fails for any reason, the credits consumed by that task are automatically refunded to your account.
Each PDF can be up to 100 MB in size and up to 1,000 pages long. Large files are automatically split into chunks for reliable processing.
Start Converting Bank Statements Today
Upload a PDF bank statement and get a clean CSV or Excel file in minutes — ready for QuickBooks Online or Xero.
Get product updates
Get notified when we add support for new banks and export formats.