Verified account required

Demo access is available now

To process a real bank statement, create a free account and verify the email address. This prevents repeated incognito and multi-browser use while keeping the PDF in your browser.

Free private browser utility

Free PDF Bank Statement Converter

Convert one searchable bank statement into a reviewable CSV without uploading the PDF to SR AccounTax.

CSVCopy CSVEditable review
1

Choose bank statement PDFs

Drop PDF statements here

or click to choose one searchable PDF, maximum 10 MB and 25 pages

A verified free account is required for real statements; demo data does not require sign-in. Never enter online-banking passwords. Password-protected PDF statements can be unlocked locally when the browser asks for the PDF password.
2

Extraction settings

Designed for safe review

What this utility does well

  • Processes one searchable PDF at a time
  • Recognizes common Canadian date and amount formats
  • Supports separate debit, credit and running-balance layouts
  • Flags uncertain dates, inferred directions and possible duplicates
  • Lets you edit every field before export
  • Processes up to 25 pages and exports up to 25 transactions

Important limitations

  • Bank layouts differ and can change without notice.
  • Scans, handwriting, complex tables and protected PDFs may reduce accuracy.
  • Scanned-image PDFs require Bank Statement Converter Pro OCR.
  • OFX, QIF and QuickBooks imports depend on the receiving software and its mapping requirements.
  • The PDF output is a transaction report, not a replacement for the original bank statement.
  • Keep the original statement and reconcile all totals before bookkeeping, tax, lending, legal or audit use.

Need complete conversion?

Upgrade to Bank Statement Converter Pro

Process up to 12 PDFs and 150 pages, use English OCR, and export complete files to Excel, PDF, QuickBooks CSV, JSON, OFX, QIF and TSV.

View Pro membership

Need clean books?

Statement conversion is only the first step

SR AccounTax can assist with bookkeeping cleanup, reconciliations and financial-record organization after the scope and secure document process are confirmed.

Book a free 15-minute consultation