How do I convert a bank statement to CSV for my accounting software?
Convert the PDF, then Export → CSV. You get a UTF-8 file (with a byte-order mark) that imports cleanly into virtually any spreadsheet or accounting tool.
CSV is the universal fallback — almost every accounting and bookkeeping tool can map a CSV of dates, descriptions, and amounts. After converting, choose Export → CSV.
Our CSV ships with a UTF-8 byte-order mark, so accented names and currency symbols (£, €, ł) render correctly in Excel and elsewhere instead of turning into mojibake.
Most tools take this CSV directly — including Wave, Sage, and Zoho Books. If your tool has a dedicated importer, the QuickBooks .qbo or Xero .ofx export reconciles more cleanly than a raw CSV.
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PDF, scan, or phone photo — any bank. Exports to Excel, CSV, QBO, or OFX.
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