Get a clean CSV of every transaction (date, description, amount, balance) from PDF bank and credit card statements, ready to import into QuickBooks, Xero, Sage, Wave or any spreadsheet.
Pay as you go with AI credits
Checking, savings and credit card statements from any bank, including scanned copies.
Running balances and the closing balance are verified, so nothing is missed or doubled.
Date, Description, Amount and Balance columns, ready for your accounting software's bank import.
Uses AI credits: 250 credits cost $2.99 and never expire, and Pro includes 400 a month.
QuickBooks, Xero, Sage, Wave, FreshBooks, Zoho Books and most others accept a CSV with date, description and amount columns, which is exactly what PDFTEK produces.
Yes. Purchases and fees come out as money out and payments to the card as money in, so the signs are right for import.
Yes, with a $1.99 Day Pass or Pro you can upload many statements at once and download one combined CSV or Excel file.
Your first statement each month (up to 10 pages) is free. After that it uses AI credits, about 6 per page: 250 credits cost $2.99.
Files are sent over HTTPS and stored in your private workspace, never shared or used to train AI. Files from sessions without an account are deleted automatically after 24 hours, and you can delete any file yourself at any time.