Convert PDF Bank Statements to CSV Format with AI Precision

Our AI achieves over 99% accuracy in extracting data from financial documents. The system is trained on millions of documents and continuously improves through machine learning. For complex or unusual documents, we provide easy editing tools to make corrections.

Yes, absolutely. We use enterprise-grade security with AES-256 encryption, and automatic data deletion after processing. Your documents are never stored permanently, and all processing occurs on secure, encrypted servers.

Yes! Our AI is trained to convert PDF bank statements to CSV from all major banks including Chase, Bank of America, Wells Fargo, Citibank, US Bank, Capital One, and hundreds of credit unions and regional banks. We support both scanned and digital PDF bank statements, automatically detecting transaction data regardless of the bank's formatting.

Our CSV export includes standard columns: Transaction Date, Description, Amount, Balance, Transaction Type, and Reference Number. The format is compatible with Excel, QuickBooks, Xero, and other accounting software. You can also customize column headers and add additional fields using our Custom AI Instructions feature.

Most documents are processed within 30-60 seconds. Large or complex multi-page documents may take up to 2-3 minutes. You'll receive real-time updates on processing status and can continue working while documents are being processed.

Custom AI Instructions allow you to train our AI to extract specific data fields and follow custom processing rules tailored to your unique document formats and business requirements. This powerful feature is available exclusively in our Corporate plan.

Contact our sales team to learn how Custom AI Instructions can be configured for your specific use case, including dedicated support for implementation and ongoing optimization.

Yes! We support password-protected PDF files. Simply upload your encrypted PDF and provide the password during the upload process. Our system securely decrypts the file for processing while maintaining the highest security standards. The password is never stored and the original file encryption is preserved.

Absolutely! You can upload photos taken with your phone, screenshots, or any document images. Our advanced AI automatically optimizes image quality, corrects perspective, and enhances readability before extracting data. This means you don't need a scanner - just take a clear photo and upload it directly.

Yes! We provide a comprehensive REST API that allows you to integrate document processing directly into your applications. The API includes endpoints for uploading documents, checking account status, and retrieving processing history data. Complete documentation, code examples are available for popular programming languages.

By default, we store your documents for 90 days to allow you to re-download results and access your processing history. You can customize this retention period in your account settings (from 1 to 365 days). After the retention period expires, all documents and data are automatically and permanently deleted from our servers.

Yes! You can upload multiple documents simultaneously for batch processing. Simply select multiple files during upload or drag and drop an entire folder. All documents will be processed in parallel, and you can download the combined results in a single export file or view each document's results individually.

PDF bank statement to CSV conversion is the process of extracting transaction data from PDF bank statements and converting it into CSV format. This includes dates, descriptions, amounts, and balances organized in comma-separated values for easy data analysis and import into spreadsheet applications.

All major banks are supported including Chase, Wells Fargo, Bank of America, Citibank, Capital One, US Bank, Navy Federal, USAA, PNC, TD Bank, HSBC, Barclays, and hundreds of others worldwide. Our AI recognizes various bank statement formats and converts them to standardized CSV format.

PDF bank statement to CSV conversion typically takes 15-30 seconds. Small statements (1-5 pages) convert in under 15 seconds, while larger statements (20+ pages) may take up to 60 seconds. CSV format generation is optimized for speed and data accuracy.

CSV bank statement export includes Date, Description, Amount, Balance, Transaction Type, and Reference Number columns. The CSV format ensures easy import into Excel, Google Sheets, accounting software, or data analysis tools with proper comma separation and standard formatting.