Every export uses a clean, standard column layout — no reformatting needed before you open it in Excel or import it into your accounting platform.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2025-03-01 | Opening Balance | — | — | $12,450.00 |
| 2025-03-03 | AMAZON.COM PURCHASE | $89.99 | — | $12,360.01 |
| 2025-03-05 | PAYROLL DEPOSIT - ACME CORP | — | $4,250.00 | $16,610.01 |
| 2025-03-08 | WHOLE FOODS MARKET | $134.52 | — | $16,475.49 |
| 2025-03-10 | ACH TRANSFER OUT - SAVINGS | $2,000.00 | — | $14,475.49 |
Sample output — real export contains all transactions from your statement.
Upload any bank statement PDF — digital or scanned, from any bank worldwide. Files up to 50 MB are accepted.
Every extracted row appears in an editable table. Edit any date, description, or amount inline before downloading.
Export a clean, consistently formatted CSV file ready to open in Excel, Google Sheets, or import into any accounting platform.
The CSV format is universally supported. Use the same file in your spreadsheet or import it directly into your accounting software.
Every CSV export uses a standard Date | Description | Debit | Credit | Balance column layout — no reformatting needed before use.
All extracted transactions are shown in an editable table. Verify accuracy and fix any errors before the CSV is generated.
AI-powered OCR reads both digital text-layer PDFs and scanned image-based statements with 99% accuracy.
Statements spanning dozens of pages are processed in a single upload. Transactions from all pages appear in one continuous CSV.
Documentric verifies that extracted transactions match the statement's opening and closing balance before you export.
All uploaded files are automatically deleted within 24 hours. Your financial data is never retained beyond what is necessary.
Use CSV when you want to work with transaction data in a spreadsheet (Excel, Google Sheets) or import into accounting software that does not support the QBO format — such as Xero, Sage, FreshBooks, or Wave. Use QBO when importing directly into QuickBooks, as it requires no column mapping and prevents duplicate transactions.
The exported CSV includes Date, Description, Debit, Credit, and Balance columns by default. Some statement types also include a Memo or Category field where additional detail is available in the original PDF.
Yes. Documentric uses AI-powered OCR that processes both digital text-layer PDFs and scanned or photographed statements. The inline review step lets you verify accuracy before downloading the CSV.
Yes. The exported CSV uses comma-separated values with UTF-8 encoding — compatible with all versions of Microsoft Excel. Just open the file or use Data → From Text/CSV in Excel for full control over column formatting.
Yes. Documentric gives you 50 free pages with no account or credit card required. Upload your PDF, review the extracted transactions, and download the CSV — completely free for your first 50 pages.