Bank Statement Converter by Taxomate
Convert a statement

Bank Won't Provide CSV?

If all you have is a PDF statement, treat extraction as the start of a review workflow, not the final accounting file.

Convert a bank statement PDF bank or credit-card statements. You'll create or sign in to your private account first.
Sample data. Downloads unlock only after the statement balances and export checks pass.

What you get back.

Every export is built from the same reviewed rows, and stays locked until the statement balances. See a sample conversion

.qbo QuickBooks Web Connect
For bank and card registers in a QuickBooks Web Connect import.
.csv CSV transactions
Normalized rows for flexible mapping and other accounting tools.
.xlsx Excel workbook
A native workbook with Transactions and Reconciliation sheets.

What can I do when the bank will not provide a CSV for old statement activity?

The PDF becomes the source of truth.

The goal is not just to get a table out of a PDF. The goal is to prove the extracted rows match the statement before importing them anywhere.

  1. Start with the PDF statement and any visible opening or closing balance.
  2. Extract rows into a reviewable table with warnings.
  3. Export only after the rows reconcile to the statement.

What trips people up.

  • Copying PDF text into a spreadsheet can lose rows or split descriptions.
  • CSV upload failures often come from date, amount, or column mapping issues.
  • A closed bank account may require extra care because there is no live feed to cross-check.
Sample data. Flagged rows keep export locked until they are fixed.

Proof stays with the file.

The source statement, extracted rows, balance check, rows to review, and export state stay in one workflow.

  • Running balances and ending balances are used as reconciliation checks.
  • Warnings stay attached to exported CSV rows.
  • Authenticated workspace conversions can be deleted after the cleanup work is finished.
  • Reviewed rows are the source for QBO, CSV, and Excel exports.
Sample data. Each export is checked against the statement before download.

For teams dealing with closed accounts or banks that only provide PDF statements.

Recover missing transaction history without treating raw extraction as finished bookkeeping. Every conversion keeps the source, review decisions, balance proof, and export state together.

Frequently asked questions

What can I do when the bank will not provide a CSV for old statement activity?

The goal is not just to get a table out of a PDF. The goal is to prove the extracted rows match the statement before importing them anywhere. Start with the PDF statement and any visible opening or closing balance. Extract rows into a reviewable table with warnings. Export only after the rows reconcile to the statement.

How does Bank Statement Converter by Taxomate check a converted statement?

It keeps the opening balance, extracted transactions, calculated closing balance, statement closing balance, and any flagged rows together. Export remains unavailable until blocking issues are resolved.

Which file formats can I export?

A reviewed, balanced statement can be exported as QBO for a QuickBooks Web Connect workflow, CSV for flexible imports, or a native Excel workbook with transaction and reconciliation sheets.

Convert your first statement.

Create a private Bank Statement Converter by Taxomate workspace, upload one bank or credit-card PDF, review the extracted rows and balance check, then export QBO, CSV, or Excel. Your saved workspace keeps the source and review trail together.

Start converting