Upload any bank statement PDF and get a clean CSV file with every transaction extracted, categorized, and formatted — ready for QuickBooks, Xero, Excel, or any accounting software.
Locked PDF — can't sort or filter
02/20 AMAZON MARKETPLACE -89.99 3,410.01
02/19 DIRECT DEP ACME CORP 4,500.00 3,500.00
02/18 NETFLIX.COM -15.99 -1,000.00
02/17 ELECTRIC CO PAYMENT -142.50 -984.01
02/16 WHOLE FOODS MKT -67.23 -841.51
02/15 UBER TRIP -24.50 -774.28
date,description,amount,type,category
2026-02-20,Amazon Marketplace,-89.99,debit,Shopping
2026-02-19,Salary — Acme Corp,4500.00,credit,Income
2026-02-18,Netflix Subscription,-15.99,debit,Entertainment
2026-02-17,Electric Co — Monthly,-142.50,debit,Utilities
2026-02-16,Whole Foods Market,-67.23,debit,Groceries
PDF in, structured CSV out — ready for QuickBooks, Xero, or Excel
Three steps. No software to install. No learning curve.
Drag and drop your bank statement PDF or click to browse. We accept files up to 10MB from any bank worldwide.
GPT-4o reads your statement, identifies every transaction, and automatically categorizes each one — income, shopping, bills, food, and more.
Get a structured CSV with dates, descriptions, amounts, balances, and categories. Import directly into QuickBooks, Xero, or any accounting tool.
StatementKit's CSV output is formatted for direct import — no reformatting needed.
Upload the CSV directly to QuickBooks Online or Desktop. Columns map automatically to QuickBooks' bank transaction format.
Import CSV bank statements into Xero for reconciliation. StatementKit formats dates and amounts to match Xero's import requirements.
Import bank transactions into FreshBooks to automatically categorize expenses and reconcile your accounts.
Wave accepts CSV bank statement imports. Upload your converted file and let Wave auto-categorize your transactions.
Open the CSV in Excel for analysis, pivot tables, and custom reporting. Need native .xlsx? Try our Excel export.
Import the CSV into Google Sheets for collaborative analysis and cloud-based access from anywhere.
Every column is structured and consistently formatted across all banks — no cleanup needed.
Formatted consistently as YYYY-MM-DD regardless of your bank's date format. Perfect for sorting and importing into any tool.
The complete transaction description from your statement — merchant names, reference numbers, and transfer details.
Credits and debits clearly separated. Amounts are clean numbers without currency symbols — ready for calculations and imports.
Account balance after each transaction. Useful for reconciliation and tracking balance over time.
Every transaction categorized — Income, Shopping, Bills, Food & Dining, Entertainment, Transport, and more.
Each entry labeled as debit or credit. Makes filtering and separating income vs expenses straightforward.
Bank statements come as PDFs — locked documents that are impossible to work with in accounting software. Whether you're a bookkeeper reconciling 20 client accounts, a freelancer tracking business expenses, or a small business owner preparing for tax season, you need that data in a structured format.
CSV (Comma-Separated Values) is the universal import format for accounting software. QuickBooks, Xero, FreshBooks, Wave, Sage, and virtually every financial tool accepts CSV imports. Converting your bank statement PDF to CSV eliminates hours of manual data entry and reduces errors.
Manually transcribing a bank statement takes 27–62 minutes per statement on average. Copy-pasting from a PDF often introduces formatting errors — merged cells, broken columns, and missing data. StatementKit's AI reads the actual content of your PDF and produces a clean CSV in under 30 seconds.
Use CSV when you need to import data into accounting software like QuickBooks, Xero, or FreshBooks. CSV is a plain text format that virtually every tool can read. If you need to do analysis, create charts, or use formulas, our Excel export might be a better fit — it preserves proper date and number formatting.
StatementKit works with bank statements from over 10,000 banks in 100+ countries. Whether your statement is from Chase in the US, HSBC in the UK, Banco de Occidente in Colombia, DBS in Singapore, or Standard Chartered in Hong Kong — our AI handles it. It adapts to different layouts, date formats, currencies, and languages automatically.
StatementKit is built for anyone who needs structured bank transaction data.
Process monthly statements for multiple clients in minutes. Import CSVs directly into QuickBooks or Xero for instant reconciliation without manual data entry.
Convert client bank statements to CSV for tax preparation, audits, and financial reporting. Process dozens of statements during tax season in a fraction of the time.
Import bank transactions into your accounting software without paying for expensive bank feeds. Track expenses and categorize spending automatically.
Separate business and personal transactions. Export to CSV for easy import into Wave, FreshBooks, or your tax software of choice.
Our AI adapts to any bank statement format automatically. Here are some of the banks our users convert from:
And 10,000+ more banks in 100+ countries. If your bank issues PDF statements, StatementKit can convert them to CSV.
Common questions about converting bank statements to CSV format.
Upload your bank statement PDF and get a clean CSV in seconds. Import directly into QuickBooks, Xero, or Excel. Free to start.
Convert Your First Statement Free