Are you having hard time converting bank statement PDF to CSV? You’re on the right place.

Bookkeepers routinely struggle with converting bank statement PDFs into clean CSVs because statement layouts rarely match standard bookkeeping columns, and summary rows can "blow up" typical CSV imports. Wesley addresses this by positioning its “Convert PDF/JPG/PNG to CSV” feature as a first-class workflow, removing friction for users mid-close.

Why Manual Conversion Fails

Traditional methods fail because opening/closing balance rows and embedded commas inside payee names normally cause issues when importing into systems like QuickBooks. Wesley is designed to handle real-world complexities, testing on North American bank statements including those from RBC, TD, BMO, and Wise, rather than relying on synthetic data.

The 6-Step Automated Workflow

You can follow along by visiting Wesley AI

Wesley simplifies the conversion process by utilizing SOTA AI models and PDF page slicing to manage even massive statements without re-uploading.

Step 1: Drop the Document

Pro Tip: You can use multiple documents and create one combined csv if you want

You begin by dragging and dropping your file into the modal. The drag-and-drop area explicitly reassures readers that bank statements, credit cards, invoices, and receipts are supported document types.

Step 2: Tag and Scope

Bank Statement and Credit Card Statement have opposite signs

Next, you select the correct document type (bank statement, credit card, etc.). Tagging the document type is crucial as Wesley uses this information to force a strict schema, such as Date/Description/Debit/Credit/Balance, preventing the need for hand-cleaning later. You can also restrict the page range or list custom page numbers to avoid processing irrelevant sections, like skipping a credit-card rewards appendix.

Step 3: Add Global Guidance(Optional)

Before processing, you can add global extraction guidance (e.g., “include merchant IDs”). Wesley applies this text to every page during the first pass, ensuring special bookkeeping requirements are captured up front.

Step 4: Let the Stream Run

Wesley handles processing by splitting the document into smaller jobs. The UI streams the status of each page/chunk, moving from pending → processing → completed, often showing thumbnails and previews so users know the upload has not stalled.

Step 5: Review & Fix

We mark columns which needs human review. You don’t have to go through all the rows for validation.

Since bookkeepers often distrust opaque AI output, Wesley exposes every extracted row in an editable grid. You have controls for column resizing and the ability to add or remove rows, with edits syncing instantly back to the consolidated CSV. If a specific page is blurry or uses odd phrasing, you can attach page-level instructions (“focus on deposits only”) and use the Retry with Instructions button to re-run just that problematic chunk instead of the whole file.

Step 6: Export Only What You Trust

Download CSV file and use it for your current accounting softwares like QuickBooks / Xero Want to give a shot? Use Wesley AI

Wesley removes the fear of "mystery rows sneaking into QuickBooks". The prompt enforces strict CSV rules, including YYYY-MM-DD dates, negative debits, and quoted commas. After generation, Wesley filters and drops summary rows containing patterns like “Balance B/F,” preventing duplicate totals in downstream ledgers. The selection bar allows you to toggle which completed pages feed the final CSV, and deselecting pages rebuilds the export from only the checked chunks