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Bank statement and custom PDF upload screen
Users can choose bank statement mode or custom PDF scanner mode before upload.
Bank Statements to CSV
Upload your bank statement PDFs or custom documents like purchase orders and receipts, then get clean, structured CSV or Excel files in seconds. Powered by advanced OCR technology.
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Security-First Design
Built from the ground up for sensitive financial documents, with encryption, strict retention controls, and EU data residency.
Supported UK Banks
Barclays, Lloyds, NatWest, HSBC, Monzo, Revolut, Halifax, Starling
Plus many other UK banks and statement formats are supported.
How it works
A simple workflow to convert PDF bank statements to CSV or Excel.
Upload PDF
Simply upload your bank statement PDF document.
OCR Processing
Our AI-powered OCR extracts every transaction accurately.
Download CSV/Excel
Get your structured data as CSV or Excel instantly.
Feature snapshots
A quick visual preview of what you see after upload and processing.
MTD pack view
Combined Batch MTD Breakdown
Quarter totals with export shortcuts for accountants and MTD workflows.
| Quarter | Date Range | Transactions | Income | Expenses | Exports |
|---|---|---|---|---|---|
| MTD Q1 2024/2025 | 06/04/2024 to 05/07/2024 | 5 | £30.00 | £34.99 | CSV • Excel |
| MTD Q2 2024/2025 | 06/07/2024 to 05/10/2024 | 50 | £430.00 | £477.13 | CSV • Excel |
| MTD Q3 2025/2026 | 06/10/2025 to 05/01/2026 | 13 | £40.00 | £49.40 | CSV • Excel |
Review mode
Transaction checks before export
Flags
- Possible duplicate transaction detected
- Missing balance on 2 rows
- Date normalization complete
Export mode
Outputs ready for accounting tools
Available files
transactions.csv
transactions.xlsx
summary.pdf
exceptions.pdf
Sample bank statement to CSV output
Below is a real example of how StatementCSV turns bank statement lines into structured, spreadsheet-ready data.
Sample statement lines (PDF input)
| Date | Description | Amount | Balance |
|---|---|---|---|
| 04 Mar 2026 | ACME Payroll | +1,850.00 | 3,245.18 |
| 05 Mar 2026 | Tesco Store 4521 | -76.42 | 3,168.76 |
| 06 Mar 2026 | Energy Supplier DD | -94.00 | 3,074.76 |
Structured CSV output
transactions.csv
date,transaction_type,description,paid_in,paid_out,balance
2026-03-04,credit,"ACME Payroll",1850.00,,3245.18
2026-03-05,debit,"Tesco Store 4521",,76.42,3168.76
2026-03-06,debit,"Energy Supplier DD",,94.00,3074.76Built for teams
Share credits and collaborate in one workspace
Invite teammates by email, move credits into a shared team balance, and keep personal and team credits separate.
Invite members quickly
Bring accountants, bookkeepers, and finance teammates into one team.
Use shared team credits
Allocate credits where they are needed and track usage in one place.
Keep balances separate
Personal and team balances stay distinct until you transfer between them.
Popular conversion pages
Browse dedicated pages for common search intents and bank-specific statement conversion workflows.
Bank Statement to CSV
PDF Bank Statement to Excel
Convert Barclays Statement to CSV
Convert Lloyds Statement to CSV
Convert NatWest Statement to CSV
Convert HSBC Statement to CSV
Convert Monzo Statement to CSV
Convert Revolut Statement to CSV
StatementCSV vs Manual Copy/Paste
PDF to CSV for Xero and QuickBooks
Extraction Accuracy
99.7% accuracy
Our OCR and parsing pipeline is tuned for UK bank statement formats to deliver highly reliable transaction extraction.
Fast
Most statements process in seconds.
Consistent
Structured CSV and Excel output every time.
Review-ready
Easy to validate before export or filing.
Built for professionals who handle sensitive data
Security designed to meet the expectations of legal and financial firms
AES-256 Encryption
All files and sensitive data are encrypted at rest using AES-256. Your documents are protected even at the storage level.
TLS 1.2+ Secured
All data in transit is protected with TLS 1.2 or higher. HSTS is enforced across every connection.
EU Data Residency
All infrastructure is hosted in the EU. Your data never leaves European data centres at any stage.
Auto-Delete After 7 Days
All documents and processed files are permanently deleted after 7 days. Every deletion is recorded in an auditable log, and deletion records can be provided on request.
GDPR Compliant
Full GDPR compliance with data subject rights, minimal data collection, and Data Processing Agreements available on request.
ISO 27001 Aligned
Security controls aligned with ISO/IEC 27001:2022 across organisational, people, physical, and technological domains.
Frequently asked questions
Answers to common questions about converting bank statements to CSV.
Can I convert a PDF bank statement to CSV for free?
Yes. Every new account includes 10 free page converts, so you can test PDF bank statement to CSV conversion before paying.
Does StatementCSV support UK bank statement formats?
Yes. The extraction pipeline is tuned for UK statement layouts and outputs normalized transaction data with date, description, and amount fields.
What columns are included in the CSV export?
Default CSV exports include date, transaction_type, description, paid_in, paid_out, and balance.
Can I convert custom documents like purchase orders or receipts?
Yes. In addition to bank statements, StatementCSV can extract structured data from custom documents such as purchase orders and receipts.
How long does conversion take?
Most statements are processed in seconds. Larger multi-page files may take longer depending on page count and statement quality.
Ready to convert your next statement?
Create an account, upload a PDF, and export clean transaction data in minutes.