Transaction grid
Extracted Date, Description, Debit, Credit, Amount, and Balance fields in an editable table.
Digital PDFs first ยท Review before download
Turn bank statement PDFs into reviewed CSV files.
For bookkeepers, accountants, freelancers, and small businesses who need clean transaction rows before importing into QuickBooks, Xero, or spreadsheets.
Please review exported CSV files before using them for bookkeeping, accounting, or tax work.
The import-prep problem
A raw PDF conversion can create more cleanup work than manual entry.
Bank statement PDFs often arrive when a bank feed fails, a client sends historical records, or reconciliation is already behind. Generic converters may produce rows, but not import-ready bookkeeping data.
Bank Statement CSV Cleaner focuses on a narrower workflow: extract a digital statement, review uncertain transactions, check balances, map columns, and export a clean CSV or XLSX file before touching the accounting system.
Sample conversion
Review the rows before exporting the file.
This sample shows the review flow before you upload your own digital PDF statement.
Input
A digital PDF bank statement with dates, descriptions, withdrawals, deposits, and running balances.
Reviewed output
A clean transaction grid with mapped columns, uncertain rows flagged, a balance check, and CSV/XLSX export presets.
Review firstSynthetic sample
Fix one uncertain merchant row, confirm the opening balance, then export a QuickBooks-ready CSV.
Digital PDFs first
Start with statements that already contain selectable text. Scanned or photographed statements are deferred.
Balance checks
Compare statement totals with the exported rows before import.
Import presets
Prepare CSV or XLSX columns for QuickBooks, Xero, or spreadsheet cleanup.
Focused deliverable
A reviewed file for bookkeeping, not a generic PDF dump.
Uncertain-row flags
Rows that look incomplete, ambiguous, duplicated, or misaligned are marked before export.
Balance check
Opening and ending balance checks help catch conversion mistakes early.
Column mapping
Choose an export layout for QuickBooks, Xero, CSV, XLSX, or spreadsheet review.
Temporary processing
Uploaded files and generated exports are temporary and are cleaned up automatically after the access window.
Clear boundaries
The tool prepares user-reviewed files. It does not categorize transactions or provide tax, audit, or financial advice.
Workflow
Use the cleaner for digital PDF statements.
Upload, review, and download a cleaned CSV file.
Upload
- Digital PDF statements
- Selectable text required
- Secure temporary processing
Review
Rows
- Editable transaction grid
- Issue flags
- Balance checks
Download
CSV
- Clean CSV export
- Spreadsheet-safe descriptions
- Temporary download link
Get started
Convert a digital bank statement PDF.
Use digital PDFs with selectable text. Scanned statements and photos are not supported yet.
Temporary files. Review required.The tool prepares a CSV for your review. Always verify the exported rows before using them.
Open the tool
Ready to clean your statement.
Upload a digital PDF and review the extracted rows before downloading the CSV.
Upload PDFQuestions
Before you submit
What PDFs work best?
Digital bank statement PDFs with selectable text work best. Scanned statements, screenshots, and photos are not supported yet.
Should I review the CSV?
Yes. Always check dates, descriptions, amounts, and balances before importing the file into bookkeeping or tax software.
Is this financial or tax advice?
No. The tool prepares user-reviewed transaction files. It does not provide financial, tax, audit, accounting, legal, underwriting, or fraud advice.
How long are files kept?
Uploaded files and generated exports are temporary and are cleaned up automatically after the access window.