Convert Bank Statement PDF to CSV
Convert bank statement PDF to CSV online — extract transactions into a clean, universally importable CSV that works with Xero, QuickBooks, Sage, FreeAgent, and any spreadsheet tool.
Why teams use Bank PDF to CSV
CSV is the lingua franca of accounting imports — every package supports it, every spreadsheet opens it, and every script can read it. This tool reads your bank statement PDF and produces a CSV with one row per transaction and a consistent header (Date, Description, Money Out, Money In, Balance). Multi-page statements are joined into a single file, repeated page headers and footers are removed automatically, and the running balance column is preserved so opening and closing balances can be checked against the original PDF.
Both personal and business statements are supported across UK, US, EU, and APAC banks. Description text that wraps across two or three lines is re-stitched into a single field, BACS/CHAPS/Faster Payment references are kept intact, and any payment-method code (DD, SO, FPI, FPO, BP, CR, ATM) is preserved either inline or as a separate Type column depending on your preference.
Use it for: catching up on a bookkeeping period when the bank feed missed days, year-end and Self Assessment when 12-24 months of history is needed, forensic work and asset tracing, and switching accounting platforms when historical transactions need to be re-imported into a new tool. Uploads are encrypted in transit, deleted within an hour, and never logged.
How it works
- Upload Statement — Drop your bank PDF
- Extract to CSV — Transactions parsed into rows
- Download CSV — Import to any spreadsheet or app
Key benefits
- Works with any spreadsheet application
- Perfect for budgeting apps like YNAB
- Clean data ready for pivot tables
- Handles multiple account formats
- UTF-8 encoding for special characters
- Fast processing for large statements
Common use cases
- Importing to budgeting applications
- Custom spreadsheet analysis
- Database import preparation
Frequently asked questions
- Is Bank PDF to CSV free to use?
- Yes — your first conversion is free with no signup. For heavier use, DocumePro offers a £9.99 24-hour Day Pass and a £39.99/month Professional plan with unlimited conversions.
- Are my files kept after I use Bank PDF to CSV?
- No. Every uploaded file is permanently deleted from DocumePro servers within 60 minutes under our Non-Persistence Guarantee. Nothing is retained, shared, or used to train AI models.
- Do I need to install any software?
- No — Bank PDF to CSV runs entirely in your browser. There's nothing to install and no plug-in required. It works on Windows, macOS, iOS and Android.
- Is DocumePro suitable for UK legal, finance and accounting teams?
- Yes. DocumePro is UK GDPR-aligned, hosted on UK/EU infrastructure, and built specifically for solicitors, accountants, bookkeepers and finance teams that handle sensitive client documents.
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Drop your bank statement PDF above to get a clean, header-row CSV — ready to import into your accounting software or open straight in Excel or Google Sheets.