How It Works
1
Upload Your PDF
Drag and drop any bank or credit card statement PDF into the converter.
2
AI Reads Every Line
Our AI Vision engine extracts all transaction data — dates, payees, and amounts — with high accuracy.
3
Download Your CSV
Review the transactions, then download a clean CSV file ready for any spreadsheet or accounting tool.
What Your CSV Looks Like
Each row is one transaction. Clean columns, no formatting issues, ready to open in Excel or Google Sheets.
| Date | Description | Amount | Balance |
|---|---|---|---|
| 2024-03-01 | AMAZON.COM*1A2B3C4D | -42.99 | 5,204.18 |
| 2024-03-03 | PAYROLL DEPOSIT | +3,500.00 | 8,704.18 |
| 2024-03-05 | CHASE CREDIT CARD PAYMENT | -1,200.00 | 7,504.18 |
| 2024-03-07 | SHELL OIL 57444891200 | -68.40 | 7,435.78 |
| 2024-03-10 | OFFICE DEPOT #0456 | -134.22 | 7,301.56 |
Why CPAs Choose EasyLedger AI
Any Bank, Any Format
Chase, Bank of America, Wells Fargo, credit unions — if it's a PDF, our AI can read it.
Universal CSV Output
The downloaded CSV opens instantly in Excel, Google Sheets, or any accounting software that accepts imports.
Minutes, Not Hours
Eliminate manual data entry entirely. Upload a 12-month statement and get the CSV in seconds.
Review Before Download
Preview all extracted transactions and confirm accuracy before generating the CSV file.
Secure & Private
All data is encrypted in transit and at rest. Client financial data is never shared with third parties.
Also Converts to QBO
Need a QuickBooks import instead? Switch to QBO format in the same tool. Learn more →
Frequently Asked Questions
What columns does the CSV include?
The CSV includes Date, Description (payee/memo), Amount, and running Balance for each transaction. The format is clean with no merged cells or extra formatting — just straight data rows.
What types of PDFs can I convert?
Any standard US bank or credit card statement PDF — checking accounts, savings accounts, and credit card statements from virtually any financial institution. Works with both text-based and scanned PDFs.
Can I use this CSV with software other than QuickBooks?
Absolutely. The CSV output works with Excel, Google Sheets, Xero, Sage, Wave, and any other tool that accepts CSV imports. It's a plain-text, comma-separated file with no proprietary formatting.
How much does it cost?
New accounts receive 500 free credits on sign-up — enough to convert several statements at no cost. Additional credits are $0.02 each. The converter charges a small number of credits per PDF based on page count.
Is there a difference between the CSV and QBO output?
Both are generated from the same AI extraction. CSV is a universal spreadsheet format; QBO (OFX) is a structured format QuickBooks uses for bank feed imports. You choose which format to download after the AI processes your PDF. See our PDF to QBO page for more details on QBO imports.
Stop Copying Transactions by Hand
Create a free account and convert your first bank statement PDF to CSV in under a minute.
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