How do I convert a bank statement PDF to CSV?

Name: Bank Statement Batch
Price: 79.00 USD

Question

Accepted Answer

After a successful parse, export CSV from the workspace. Rows keep dates, amounts, descriptions, and source page when available. CSV is not a certified QuickBooks or Xero import. It is a clean table you can map in those tools yourself. Clients usually send PDFs. That is the job Standard is built for: a checked table plus the PDF page on every row, not a paste of statement text.