Convert bank statements to

Columns:Date, Description, Amount

Upload bank statement PDFs and export QBD-ready CSV files for QuickBooks Desktop-oriented workflows.

Select documents to convert

Drag and drop your bank statements here, or browse files from your computer.

PDF
JPG / PNG
No active conversions
Upload a file to begin.

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.

Compatible with
QuickBooks
Xero
Source PDFDownload PDF
Sample bank statement preview
Hover to zoom
Output CSVDownload CSV
DateDescriptionAmount
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
Sales/IncomeDeposit/IncomeTransferUtilities

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 6,034+ bank statements, card statements, and invoices for businesses worldwide.

35

Countries

6,034

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.

When QBD-ready CSV matters more than generic cleanup

QuickBooks Desktop workflows usually break at the point where a PDF statement becomes a transaction file. Wesley keeps that conversion and review step outside the accounting system so your team can fix signs, descriptions, and references before import.

  • Use a signed Amount column in a QBD-oriented 3-column CSV.
  • Keep statement cleanup separate from posting into Desktop.
  • Review extracted rows before the import file leaves Wesley.

Related workflows

Frequently asked questions

How do I convert a bank statement PDF to a QBD-ready CSV?

Upload the bank statement PDF to Wesley, review the extracted transaction rows, then download the QBD CSV output designed for QuickBooks Desktop-oriented import workflows.

What columns are included in the QBD CSV output?

Wesley uses a 3-column format with Date, Description, and a single signed Amount column so the file is easy to review before a QuickBooks Desktop import step.