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Finally the solution to convert your transaction files into a readable format ready to archive or print. Convert PDF to CSV/Excel and import into Excel, QB Online, Xero, YNAB. Extract transaction data from text-based PDF files from your bank. Review transactions in a readable view before converting. Free trial (up to 10 transactions per file converted) is available. Support is available before and after purchase.
Customer Reviews
Namrata V.
Advanced user of PDF2CSV (PDF to CSV/Excel Converter)Super simplified the cumbersome process of converting transactions from a PDF to a CSV / Excel version. It is just a matter of uploading the file and with the click of a button I was able to produce documents in the format of excel that I needed.
At first I thought some transaction details were missing, but realized it was a setting that I needed to edit. Had I not tried on a small sample database to test, I wouldn't have realized or known about this setting change to be performed. So an advise would be to test it out on sample database to see if all the data is converted correctly. If the PDF is very complicated it may miss out on them. So need to recheck each and every field if exported correctly.
Best to try it out on a small subset sample data, change the settings of the tool as required and also thoroughly test out the final data report to ensure nothing is missed out (this is especially important in case of sensitive PDFs where some data may not be recognizable by this software. Most of the other times it works great and helps save a ton of a time.
Helping with preparing a financial report and consolidating data from PDF to an excel document easily in an editable format. I needed to perform complex excel calculations and use a lot of formulas which was not possible in the PDF version of the document.
