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Convert Bank Statements to CSV

Turn PDF bank statements into accurate CSV files in seconds. Upload, download, import — works with any bank.

DocuClipper rated 4.7 of 5 on G2 from 91 reviews
4.7/5(91+ reviews)Trusted by 10,000+ finance teams
14-day free trialNo credit card required

Trusted by 10,000+ Businesses Around the World

Why finance teams convert to CSV with DocuClipper

  • Outputs a clean CSV with date, description, amount, and balance columns
  • Works with any bank — US, Canadian, UK, EU, AU, and most international banks
  • Handles scanned PDFs and password-protected files
  • Bulk processing — convert dozens of statements in one upload
  • SOC 2 Type II certified; data is never used to train AI

Used by 10,000+ accountants, bookkeepers, lenders, and finance teams.

How it works

  1. 1

    Upload your PDF bank statements

    One statement or many. Digital, scanned, or password-protected — DocuClipper handles all of them.

  2. 2

    Transactions extracted and reconciled

    Every credit, debit, and running balance is extracted. Reconciliation against ending balance verifies completeness.

  3. 3

    Download CSV

    Standard CSV format, ready for QuickBooks, Xero, Excel, or any tool that accepts CSV imports.

What customers say

It is an intelligent product that eliminates ugly Adobe "Save as" output woes. It worked reliably on the small amount of data I needed to obtain.
CH

Charles J.

Business Owner

This was great timing. I have 3-4 new tax clients. I did two years of bookkeeping for a client in just a few hours, including setup and reconciliation.
AN

Angie H. Z.

Accountant & Bookkeeper

It is extremely easy to drag and drop the statement into DocuClipper; conversion is very fast. Captured all data vs competitor.
JE

Jeanette A.

Manager of Quality Management

DocuClipper saved me hours pulling transaction data from closed bank accounts where the bank would only give PDFs.
BR

Bryce Y.

Writer, Speaker, and Consultant

I found this while searching for a way to convert years of PDF bank statements to Excel for QuickBooks. It has been a huge time and money saver.
JA

James F.

Founder / CEO, Bunker 27

Fast conversion of most PDF statements into Excel. No steep learning curve, and the reconciliation feature acts as a self-check.
NI

Nikolay A.

Frequently asked questions

Standard CSV with columns for date, description, amount, and balance. Compatible with QuickBooks Online, Xero, Excel, Google Sheets, and most accounting tools.
Yes. DocuClipper supports US, Canadian, UK, EU, Australian, and most international banks. Date format and currency are detected automatically.
Yes. The Excel/CSV export options let you choose between a single signed amount column or split debit/credit columns.
99.9% field-level accuracy. Each statement is reconciled against its ending balance — anything off is flagged.
SOC 2 Type II, AES-256 encryption, no third-party AI training on your data.
Starts at $29/month for 60 pages. 14-day free trial, no credit card required.