Inspect the columns first
Download the example to see the column structure. Match dates, descriptions and amounts to the import template in your target application.
Get bank statement transactions into a plain CSV file. A practical starting point for your spreadsheet, import or data workflow.
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01 / PDF to CSV
CSV keeps the handoff straightforward: rows and columns without a spreadsheet layout. Check the example, then adapt the reviewed export to the fields your destination software expects.
Source → review → export02 / Explore the example
Explore the same example as a spreadsheet or CSV. The numbers are fictional; your own results depend on the source PDF and should be checked.
| Date | Description | Amount | Balance |
|---|---|---|---|
| 2026-01-02 | Client payment | 1200.00 | 2200.00 |
| 2026-01-03 | Office supplies | -20.00 | 2180.00 |
| 2026-01-04 | Service fee | -5.00 | 2175.00 |
An example of the workflow, not a guarantee of conversion accuracy.
03 / Your workflow
Download the example to see the column structure. Match dates, descriptions and amounts to the import template in your target application.
Open CSV in a spreadsheet, inspect it in a text editor or process it in your own script. Keep the original PDF as the source record.
Set the delimiter, encoding, date format and debit or credit mapping in the receiving tool. StatementFlip does not guarantee compatibility with every import template.
Choose your original bank statement. Text PDFs and scanned PDFs are supported; results depend on the document.
Check dates, descriptions and amounts against the original. Correct the editable preview where needed.
Export Excel or CSV and use the reviewed data in your own workflow.
PDF to CSV
AI processing may use external providers through OpenRouter. Uploaded PDFs are not archived. Generated files are scheduled for deletion after 24 hours by the hourly cleanup. Read the privacy policy before uploading sensitive documents.
Privacy ↗05 / Plans & limits
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That depends on its import requirements. Download the example and compare its columns with your tool’s template. You may need to rearrange or transform fields.
Yes. The documented CSV API supports minimal=true for a transaction-focused export. See the API documentation for request parameters and authentication.
We support many bank statement layouts and can attempt unfamiliar formats. Results depend on the PDF quality and layout. Try a statement with the free allowance and review the output before relying on it.
Try a small PDF first. Review the result. Then decide whether StatementFlip fits your work.
Try your own PDF ↗2 pages per day without an account. No card required.