CSV Conversion
Convert PDF Bank Statement to CSV
Copy-paste turns a statement into one mangled column. Docubrew turns it into a clean CSV, one row per transaction, with amounts that actually add up.
5 pages free, no signup required
Copy-paste output
Unusable
05/03 ACH DEPOSIT, NORTHWIND
PAYROLL PPD ID 12345 2,450.00
05/07 DEBIT CARD PURCHASE, AUT
050620 VISAaDDA PUR
CITY UTILITIES SPRINGFIELD 128.44-
Two transactions, five rows, amounts stored as text.
Docubrew CSV
Ready to import
Date
Description
Debit
Credit
Balance
ACH DEPOSIT NORTHWIND PAYROLL PPD ID 12345
2450.00
2450.00
DEBIT CARD PURCHASE CITY UTILITIES SPRINGFIELD
128.44
2321.56
Two transactions, two rows, amounts that total.
Illustrative example. Real statements vary by bank; Docubrew handles the differences.
The Output
What a clean CSV actually looks like
A clean CSV has one row per transaction, amounts stored as numbers rather than text, and each description on a single line. Getting text out of a PDF is easy. Getting a file your accounting software will accept is the part that breaks.
Copy-paste
Docubrew
Amounts typed as numbers, not text
Trailing minus signs, currency symbols, and thousands separators all make a spreadsheet read the column as text. Totals silently return zero.
Docubrew writes plain numbers with the sign at the front.
Descriptions on one row
PDF statements wrap payee, location, and reference codes across two to four lines. A naive extract turns one transaction into four rows.
Docubrew rejoins them into a single description field.
Dates with the year filled in
US statements print MM/DD and put the year only in the period header, so a December-to-January statement crosses a year with no year on any row.
Docubrew stamps the right one on every row.
Debits and credits unambiguous
Some banks use two columns, some one signed column, some imply direction from a section heading.
Docubrew resolves all three into consistent debit and credit columns you can sort and total.
One row per transaction, nothing else
Section totals, per-card subtotals, daily balance grids, and disclosure pages are not transactions.
Docubrew leaves them out, so the row count matches the statement instead of overshooting it.
More Banks
Works with your bank
Docubrew has pre-built parsers for the largest US banks, each tuned to that bank’s statement layout, plus a general parser for other formats. Statement layouts differ enormously between banks, which is why a per-bank parser produces cleaner output than a one-size-fits-all extractor.
What you get
Your CSV, and where it goes
You get one row per transaction with the date, description, debit, credit, and balance where the statement provides one. It opens directly in Excel and Google Sheets, and imports into Xero, FreshBooks, and most accounting software that accepts CSV bank transactions.
Transaction date
Description / payee reassembled when it wraps
Debit
Credit
Balance where the statement provides one
Check number when present
Account number and statement period
Excel and Google Sheets
no import wizard, columns already separated
Quickbooks and Xero
via the standard bank statement import
FreshBooks, Wave
and most software that accepts CSV bank transactions
Your own templates
sortable and pivotable without cleaning first
Trust & Security
Files never leave your computer
on the desktop app
Cloud uploads are encrypted
and deleted within 24 hours
Rule-based, not AI
Same statement, same result, nothing sent to a model
FAQ
Answers to your questions
Can I convert several statements at once?
Yes. Batch processing lets you upload dozens of statements in a single run and download each result as its own file. It is built for firms reconciling multiple clients each month, so you are not converting one PDF at a time.
Can it convert scanned bank statements?
Docubrew currently processes text-layer (native digital) PDF statements, the kind you download straight from online banking. Scanned and image-based PDF support is on the near-term roadmap. If that is blocking your workflow, contact us at support@docubrew.com and we will let you know when it ships.
What if my bank is not listed?
Try it. Docubrew has a general parser for statements without a dedicated bank profile, and the anonymous tier lets you convert a few pages with no account, so you can check the output on your own file before committing to anything.
Which banks does it work with?
Docubrew has pre-built parsers for the largest US banks, each tuned to that bank's statement layout, and a general parser for other formats. Statement layouts differ enormously between banks, which is why a per-bank parser produces cleaner output than a one-size-fits-all extractor.
Will the CSV import into my accounting software?
Yes, for anything that accepts CSV bank transactions. The file uses UTF-8 encoding, comma delimiters, and one row per transaction, with debits and credits in their own columns and amounts written as plain numbers. That is the shape Xero, FreshBooks, Wave, and most other packages expect, and it opens directly in Excel and Google Sheets with the columns already separated.
