Client Bank Statement PDFs to CSV, Without Uploading Them

Steps for accountants and bookkeepers

1. Download the client's statement PDFs, one account at a time as a PDF (scanned PDFs aren't supported).
2. Drop the PDF on the converter box above (or tap the box to pick it).
3. Tie out the totals above the table to the statement summary and note it in your workpapers.
4. Set Export layout to Standard columns (the QuickBooks, Xero and YNAB layouts are free too), choose Download CSV, then save it in the client folder.

What the file looks like

Sample rows, Standard columns setting.

CSV notes

• Amounts are one signed column: money in is positive and money out is negative. Balance is filled only where the statement prints a running balance.

Why it fits accountants and bookkeepers

A client's shoebox of statement PDFs is a common start to an engagement. This converter reads each text-based PDF on your own machine and gives you a CSV you can map into your practice's tools.

For a typical new-client catch-up, ask for every statement since the last reconciled month, convert them in date order and check each month's opening balance against the prior month's closing balance. Gaps show up immediately, and you can request just the missing PDFs instead of the whole year again.

Tip: Drop several of one client's PDFs at once. The rows from every file land in one table, so you can check the whole period together before you download.