Bank Statement Parser for Clean Transaction Data
This is a tool for extracting transaction data from PDF bank statements and turning it into a clean spreadsheet file for Excel, Google Sheets, bookkeeping, and accounting software.
No bank login. Not used for marketing.
Upload, review, download
The parser does the structuring; you stay in control of the final data.
- 1
Upload the PDF statement
The parser reads a digital PDF and reconstructs the transaction lines.
- 2
Review structured rows
Edit any cell, see row warnings, and check the balance summary before export.
- 3
Download CSV or Excel
Export spreadsheet-ready transaction data for your accounting workflow.
How the extraction works
What the parser extracts
The parser is focused on bank statement structure: it turns each transaction line into a structured row of fields rather than a wall of copied text.
- Identifies transaction lines and separates them from headers and totals.
- Separates the description from the money values on each line.
- Keeps debits and credits in their own fields.
- Calculates the amount from the debit or credit so the two never disagree.
- Includes the running balance where the statement provides one.
- Flags rows that may need review with row warnings and balance checks.
Structured transaction rows
Date, description, debit, credit, amount, and balance — in dedicated fields.
Parser output
| Date | Description | Debit | Credit | Amount | Balance |
|---|---|---|---|---|---|
| 2024-05-02 | Payroll Deposit | — | 2,200.00 | 2,200.00 | 4,200.00 |
| 2024-05-03 | Grocery Mart #214 | 84.20 | — | -84.20 | 4,115.80 |
| 2024-05-05 | Coffee Roasters | 5.75 | — | -5.75 | 4,110.05 |
| 2024-05-07 | Hydro One Pre-Auth | 142.50 | — | -142.50 | 3,967.55 |
| 2024-05-09 | e-Transfer Received | — | 300.00 | 300.00 | 4,267.55 |
The amount is calculated from debit/credit so the two never disagree.
Data validation and review warnings
The parser prefers honest warnings over guessing.
- Row warnings flag missing dates, missing descriptions, or unusual values.
- Low-confidence rows are highlighted so you know where to look.
- Balance checks compare totals against the statement's opening and closing balance to help catch a missing or misread transaction.
- You review and edit everything before export — we do not claim perfect accuracy.
Bank statements, specifically
Built for Canadian bank statements, not generic PDFs
Generic PDF converters try to pull tables out of any document. StatementCSV is parser-first and designed around Canadian bank statement data: transaction rows, Interac e-Transfers, repeated page headers, debit and credit columns, running balances, multi-page statements, and review warnings. The goal is not just to copy text out of a PDF. It is to create a spreadsheet-ready transaction file you can trust enough to review and export.
Who it is for
Built for technical and business users
Useful whether you are reconciling books, preparing taxes, or just need statement data as structured rows.
Bookkeepers & accountants
Turn client statements into clean rows for reconciliation and bookkeeping cleanup instead of typing them in by hand.
Small business owners
Pull a month or a year of transactions into a spreadsheet for accounting, expenses, and tax preparation.
Anyone budgeting
Get your spending into Excel or Google Sheets so you can sort, filter, and categorize it your way.
Your statement is used only to create your conversion
Your statement is processed to create your spreadsheet file and is not sold or used for marketing or ads. We avoid using your original PDF directly as the AI input — when guided AI verification is used, it works from rendered statement evidence. Review our privacy and security pages for how uploads and conversion data are handled.
No bank login. Not used for marketing.
Frequently asked questions
- What are balance checks?
- A balance check compares the transactions we extract against the opening and closing balances printed on your statement. When the running total does not line up, we flag it so you can spot a missing or misread transaction before you export. It is a sanity check to help catch errors, not a guarantee of perfect accuracy or any kind of financial advice.
- What happens if a statement does not convert correctly?
- You review the extracted transactions before exporting, and balance checks help highlight missing or misread rows. If a statement does not convert cleanly, you can re-upload the original digital PDF from your bank, which usually gives the most reliable result. We do not claim perfect accuracy, so always review the output before relying on it.
- What data is extracted from the bank statement?
- StatementCSV extracts the transaction rows: the date, description, debit, credit, a calculated amount, and the running balance where the statement lists one. It is focused on transaction data rather than copying the whole document.
- Is this different from a normal PDF to Excel converter?
- Yes. A generic PDF-to-Excel tool tries to pull tables out of any document. StatementCSV is built specifically for Canadian bank statements, so it focuses on transaction rows, debit and credit columns, running balances, repeated page headers across multi-page statements, and review warnings, with balance checks to help catch missing or misread transactions.
- Do you keep my bank statement data?
- Your statement is processed to create your spreadsheet file; it is not sold, used for ads, or kept for marketing. A formal retention and deletion guarantee is being finalized and must be verified in the production parser pipeline before launch.
New here? Start with the PDF to CSV guide.
Parse a statement into clean rows
Upload a PDF, review the structured transactions, and export to CSV or Excel.