Turn bank statement PDFs into clean CSV files in seconds.
Upload a statement, preview the extracted transactions, then download a spreadsheet-ready CSV for Excel, QuickBooks, taxes, or bookkeeping.
We never sell, share, or store your statement data.
Output format
Available after you upload a PDF
Messy PDF in. Clean spreadsheet out.
BankToCSV pulls every transaction into a tidy table with date, description, and amount — ready for Excel, QuickBooks, or any finance tool.
CHASE TOTAL CHECKING
Statement Period 03/01 — 03/31/2026
────────────────────────────
03/02 WHOLE FOODS MKT #10293
AUSTIN TX -87.42
03/02 SHELL OIL 57294810
AUSTIN TX -45.10
03/03 DIRECT DEPOSIT
ACME PAYROLL +3,120.00
03/04 SPOTIFY USA -10.99
03/05 TRADER JOE'S #482
AUSTIN TX -62.18
… continued page 2 …
| date | description | amount |
|---|---|---|
| 2026-03-02 | Whole Foods Market | -87.42 |
| 2026-03-02 | Shell Oil | -45.10 |
| 2026-03-03 | ACME Payroll | +3,120.00 |
| 2026-03-04 | Spotify USA | -10.99 |
| 2026-03-05 | Trader Joe's | -62.18 |
| 2026-03-08 | Costco Wholesale | -218.93 |
See exactly what you'll get before uploading anything.
Built for bookkeepers, freelancers, accountants, and small business owners getting transactions out of PDFs and into spreadsheets.
Stop manually copying transactions. Stop paying for a subscription you'll use twice a year.
How it works
From PDF to spreadsheet in three steps. Preview first — only pay once you've seen it work.
Upload
Wells Fargo Statement.pdf
2.1 MB · March 2026
Drag & drop your bank or credit card statement PDF — up to 5 files at once.
Extract
143 transactions extracted
Dates · descriptions · amounts
Smart parsing with OCR fallback for scanned statements. Dates normalized, amounts signed.
Download
| date | desc | amt |
|---|---|---|
| 03-02 | Whole Foods | -87.42 |
| 03-03 | ACME Payroll | +3,120 |
| 03-05 | Trader Joe's | -62.18 |
Preview every row first. Only pay when the conversion looks right — first export free.
Works with statements from major banks
Designed for statements from major U.S. banks including:
Most other banks work too. If yours doesn't parse cleanly, we'll refund or help convert it.
Made for
Tax prep
Get every transaction into a spreadsheet without retyping.
Bookkeeping
Import months of activity into your books in one shot.
QuickBooks imports
CSV columns match what QuickBooks expects.
Budgeting
Pull statements into your budget tool without scraping.
Expense cleanup
Sort, filter, and categorize freely in Excel or Sheets.
Accountant requests
Send your accountant a clean CSV instead of a stack of PDFs.
Freelancers & small business
Reconcile income and expenses from multiple accounts.
Privacy & Security
Everything we do — and don't do — with your data.
No. PDFs are processed in memory and deleted immediately after conversion. We don't keep the file, the extracted text, or the CSV — they only exist for the seconds it takes to run the conversion.
BankToCSV converts bank and credit card statement PDFs into clean, analysis-ready CSV files. Works with statements from Chase, Bank of America, Wells Fargo, Capital One, American Express, Citibank, US Bank, PNC, TD Bank, and most other financial institutions. Upload your PDF, preview the extracted transactions, and download a formatted CSV — no account, no software to install, no data stored.