Works with all Canadian banks

Convert Canadian Bank Statements to CSV & Excel

Upload your bank statement PDF from RBC, TD, Scotiabank, BMO, CIBC or any Canadian bank — get a clean CSV or Excel file with every transaction extracted in seconds.

QuickBooks & Sage compatible CAD currency support French & English statements

How to Convert a Canadian Bank Statement to CSV

Three steps. No software to install. Works with any Canadian bank.

1

Upload Your PDF

Upload your bank statement PDF from RBC, TD, Scotiabank, BMO, CIBC, Desjardins, or any Canadian bank.

2

AI Extracts Transactions

Our AI reads every transaction, handles Canadian date formats and CAD amounts, and categorizes each entry automatically.

3

Download CSV or Excel

Get a structured file ready to import into QuickBooks, Sage 50, Xero, Wave, or any accounting software used in Canada.

Supported Canadian Banks

Our AI adapts to any Canadian bank statement format automatically — including French-language statements.

RBC Royal Bank
TD Canada Trust
Scotiabank
BMO
CIBC
National Bank
Desjardins
HSBC Canada
Tangerine
Simplii Financial
Laurentian Bank
Canadian Western Bank
Manulife Bank
EQ Bank
Motus Bank
Alterna Bank
Coast Capital
Vancity
Meridian
Servus Credit Union
Conexus
Affinity Credit Union
FirstOntario
Steinbach Credit Union
Libro Credit Union
Prospera
BlueShore
Innovation Credit Union
Cambrian Credit Union
Assiniboine
Kindred Credit Union
DUCA

And every other Canadian bank and credit union. If your bank issues PDF statements, StatementKit can convert them.

Import Into Your Accounting Software

StatementKit's CSV output is formatted for direct import into the accounting tools Canadian businesses use.

QB

QuickBooks

The most popular small business accounting software in Canada. Import your CSV directly for bank reconciliation and GST/HST tracking.

Sage

Sage 50

Widely used by Canadian accountants. Import bank transactions into Sage 50 (formerly Simply Accounting) for reconciliation and reporting.

Xero

Xero

Growing in popularity across Canada. Upload your CSV for fast bank reconciliation with properly formatted Canadian dates and amounts.

W

Wave

Canadian-made free accounting software. Upload your CSV to Wave for automatic transaction categorization and expense tracking.

FB

FreshBooks

Another Canadian-made favourite. Import bank transactions into FreshBooks for automated expense management and invoicing.

XL

Microsoft Excel

Open the CSV in Excel for analysis, pivot tables, and custom reporting. Need native .xlsx? Try our Excel export.

Why Convert Canadian Bank Statements to CSV?

Canadian banks like RBC, TD, Scotiabank, BMO, and CIBC provide statements as PDFs — locked documents that can't be imported into accounting software directly. Whether you're a bookkeeper managing multiple client accounts, a small business owner tracking expenses for CRA, or a freelancer separating personal and business spending, you need structured data.

Simplify CRA Tax Filing and GST/HST Reporting

Canadian businesses need to track GST/HST on purchases and sales for CRA reporting. Having bank transactions in CSV format makes it easy to categorize expenses, identify tax-deductible items, and prepare accurate returns. StatementKit's AI automatically categorizes transactions, saving hours of manual work each quarter.

Handles Bilingual French/English Statements

Many Canadian banks, especially Desjardins and National Bank, issue statements in French or bilingual format. StatementKit's AI handles both French and English transaction descriptions, date formats, and terminology — no manual translation needed.

Works When Direct Bank Feeds Aren't Available

Not every Canadian bank or credit union offers direct bank feeds to QuickBooks or Sage. StatementKit bridges that gap — upload the PDF and get a CSV that works exactly like a bank feed import, complete with properly formatted dates and amounts.

Canadian Bank Statement Conversion — FAQ

Common questions about converting Canadian bank statements.

Which Canadian banks are supported?
StatementKit works with all Canadian banks including RBC Royal Bank, TD Canada Trust, Scotiabank, BMO, CIBC, National Bank of Canada, Desjardins, HSBC Canada, Tangerine, Simplii Financial, Laurentian Bank, and every credit union across Canada.
Does it handle French-language statements?
Yes. Many Canadian banks issue statements in French or bilingual English/French format. StatementKit's AI handles both languages, correctly parsing French transaction descriptions, dates, and banking terminology.
Can I import the CSV into QuickBooks?
Yes. StatementKit's CSV is formatted for direct import into QuickBooks Online and QuickBooks Desktop. The columns (Date, Description, Amount) map to QuickBooks' bank transaction import format.
Does it work with Sage 50?
Yes. The CSV format is compatible with Sage 50 (formerly Simply Accounting). You can import bank transactions directly for reconciliation and reporting.
Is this useful for CRA tax reporting?
Absolutely. Converting bank statements to CSV makes it easy to categorize transactions for CRA tax filing, GST/HST reporting, and T2 corporate returns. StatementKit automatically categorizes income and expenses.
How does it handle CAD amounts?
StatementKit correctly parses Canadian Dollar amounts including dollar signs ($), commas as thousands separators (e.g., $1,234.56), and properly separates debits and credits.
Can it convert statements from Canadian credit unions?
Yes. StatementKit works with statements from credit unions like Vancity, Coast Capital, Meridian, Servus, Conexus, Affinity, and all other Canadian credit unions.
Is it free?
Yes. The free plan includes 5 conversions per month. No credit card required. Pro ($19/month) offers 100 statements, and Enterprise ($79/month) offers unlimited conversions.
How accurate is the conversion?
StatementKit uses AI to achieve 99%+ accuracy. The AI understands different Canadian bank layouts, Interac e-Transfer references, pre-authorized payment formats, and other Canadian-specific transaction types.
Is my data secure?
All uploads are encrypted with TLS 1.3. We process your statement and do not retain the original PDF after extraction. Your financial data is never sold or shared.

Related Resources

Stop manually typing bank transactions

Upload your Canadian bank statement PDF and get a clean CSV in seconds. Import directly into QuickBooks, Sage, or Xero. Free to start.

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