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Convert a PDF bank statement to CSV
CSV is the smallest common denominator for scripts, data pipelines, and many finance apps. Banks still ship PDFs, so you need a converter that understands statement structure—not only raw tables.
After conversion, you get predictable headers and one row per transaction (with multi-line descriptions handled in the parser). Import the CSV into pandas, R, or your database of choice.
If you later need Excel or accounting formats, you can export to those from the same workflow on supported plans—see pricing for current export options.