Convert bank statement PDFs to
Upload monthly statement PDFs, review extracted transactions, and export the rows as CSV or accounting-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.
The conversion step should happen before import
A bank statement PDF can contain the right transactions in a format that is wrong for bookkeeping software. Wesley gives teams a review step between the PDF and the final import file.
- Check transaction signs before import.
- Use CSV for spreadsheet review or switch to QBO, QBD, QIF, or Xero-ready output.
- Keep statement-period cleanup outside the accounting ledger until the rows look right.
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
Can I convert multiple bank statement PDFs?
Yes. Wesley supports multi-file uploads so cleanup teams can process statement backlogs without doing one PDF at a time.
Should I use CSV or QBO for QuickBooks?
Use Generic CSV when you want spreadsheet review first. Use QBO-ready output when the file is intended for QuickBooks Online bank import workflows.