Convert bank statement PDFs to
Upload bank statement PDFs and export reviewed rows as CSV, QBO, QBD, QIF, or Xero-ready files.
Select documents to convert
Drag and drop your bank statements here, or browse files from your computer.
See a real statement turned into a bookkeeping-ready CSV.
Normalized dates, merchant descriptions preserved, categories assigned, and references kept for traceability. Download the samples below to see the full output.
| Date | Description | Amount |
|---|---|---|
| 08/01/2025 | INTUIT *QBO SUBS 795545 Software/Subscription | -$11.93 |
| 08/01/2025 | LAND LEASE PMT ACH 8066971 Rent/Lease | -$854.41 |
| 08/01/2025 | ONLINE TRANSFER TO CHECKING 0284441050 Transfer | -$2,967.42 |
| 08/04/2025 | SHOPIFY*PAYOUT 94601100497 Sales/Income | $1,746.17 |
| 08/05/2025 | ACH DEBIT PROGRESSIVE 04648254155 Insurance | -$280.80 |
| 08/06/2025 | BRANCH DEPOSIT Deposit/Income | $2,362.78 |
Messy docs in. Clean CSV out.
Built for real statements, invoices, and receipts.
Reconcile automatically.
Checks debit and credit movement against opening and closing balances.
Encrypted throughout.
Upload, conversion, and download stay fully encrypted.
Global Adoption
Trusted in 35 countries.
Processing 6,217+ bank statements, card statements, and invoices for businesses worldwide.
35
Countries
6,217
Documents Converted
Pricing
Simple credit packs. 1 credit covers up to 10 pages.
Have questions or need help?
Let us know if you have any questions. The Wesley AI team is here to help.
Use the PDF statement as the source of truth
When the bank feed is missing history or the client only sends a monthly PDF, the statement becomes the source document. Wesley converts that PDF into a reviewable table before the CSV is downloaded.
- Best for checking, savings, credit card, and historical statement cleanup.
- Keep page-break noise and repeated headers out of the export.
- Review the transaction rows before the file enters another system.
Related workflows
Coverage and operator resources
Use these pages when the workflow question is bigger than one file conversion.
Explore next
Open the support pages that sit around this workflow.
Supported banks
See which institutions have dedicated coverage pages and where statement fallback still makes sense.
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Supported statement types
See which source documents Wesley can clean up before export or import prep.
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Bank Statement Cleanup SOP for Bookkeepers
A bank statement cleanup SOP for bookkeepers who need a repeatable review process before exporting to QuickBooks, Xero, QIF, or spreadsheet workflows.
Open page →
Frequently asked questions
How do I convert a bank statement PDF to CSV?
Upload the statement PDF to Wesley, review the extracted rows, and download a Generic CSV or an accounting-ready output format.
Does this replace the original bank statement?
No. The PDF remains the source document. The CSV is a working export for review, cleanup, import, or reconciliation.