Convert PDF Statements to CSV
Transform PDF statements into structured CSV or Excel files. Extract common formats with dates, amounts, and running balances.
Drop your statement PDF here
or click to browse (max 10 MB)
Anonymous: 3 page • Free account: 5 pages • Starter: 300 pages/mo
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What You Can Extract
Upload bank statements in any format and get structured, queryable data.
Multi-Page Conversion
Supports multi-page statements (plan limits apply). PDFs, scanned images, and native bank exports all supported.
Transaction Extraction
Pull every transaction with date, merchant, amount, and type into structured, reviewable format.
Expense Categorization
Automatic categorization of transactions into expense types for reporting and tax prep.
Summary Generation
Get totals, averages, and period comparisons grounded in your actual statement data.
Natural Language Queries
Ask questions like "What were my software expenses in Q4?" and get answers from your data. (with signup)
Reviewable Outputs
Every extraction includes context so you can verify accuracy before using the data.
Popular Guides
Learn how to get the most from bank statement conversion
How to Use AI to Analyze Bank Statements: A Complete Guide
QuickBooksBank Statement to QuickBooks: The Practical Import Workflow
Frequently Asked Questions
Is my bank statement data secure?
Yes. Your PDF is uploaded directly to encrypted cloud storage, processed without human review, and automatically deleted within 24 hours. We never store or share your financial data. Logged-in users can optionally save conversions to their private Vault for future reference.
Which bank statement formats are supported?
We support PDF statements from most major banks and credit unions. Both native digital PDFs and scanned statements work, though digital PDFs produce more accurate results.
How many pages can I convert for free?
Anonymous visitors can convert 1 page as a preview. A free account allows 5 pages per file, up to 5 conversions per month. Starter plans ($29/mo) include 300 pages monthly with full Vault access for searching and analyzing your financial documents.
Can I export to QuickBooks format?
Yes! Starter and higher plans can export directly to QFX/QBO format for seamless import into QuickBooks Desktop or QuickBooks Online. This eliminates the need to manually map CSV columns during import.
Need More Than Conversion?
The Zedly Vault lets you search, reconcile, and chat with all your financial documents in one secure place.
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