PDF Statements In.
Clean, Coded Data Out.
Turn PDF bank and credit-card statements into clean, categorised transactions — in Excel, CSV, or straight into QuickBooks, Xero, Sage, or NetSuite. No retyping, and verified to reconcile.
From Locked PDF to Usable Data
Statement data you can actually work with — and trust
Bank & credit-card PDFs into clean transactions
Fields captured without retyping
Mapped to your chart of accounts
Totals checked against the statement
Why Statement Data Entry Is Such a Slog
The data you need is sitting in a PDF that won't give it up
Manual Retyping
Someone keys transactions from PDF statements into Excel or the accounting system, line by line.
No Usable Export
The bank only gives you a PDF — no CSV, no feed — so the data is locked in a document.
Transcription Errors
Hand-keyed numbers introduce typos that don't surface until reconciliation (or an audit).
Inconsistent Formats
Every bank and card lays out statements differently, so a one-size template breaks constantly.
Historical Backlog
Years of statements to digitise for a cleanup, migration, or loan application.
Then It Has To Reconcile
Extracted data is only useful if it actually ties out to the books — extraction alone isn't enough.
How Statement Extraction Works
Extract, categorise, verify, deliver
Statement → Structured Data
Turn PDF bank and credit-card statements into clean, structured transactions — date, description, amount, balance.
- ✓Bank & credit-card PDFs
- ✓Multi-page, multi-account
- ✓CSV / Excel / direct-to-ledger
- ✓No per-bank templates to babysit
Smart Categorisation
Map transactions to your chart of accounts with rules plus AI that learns your coding.
- ✓Chart-of-accounts mapping
- ✓Vendor/payee normalisation
- ✓Learns from your decisions
- ✓Exceptions flagged for review
The Verification Layer
Prove the extraction is right — line items are totalled and checked against the statement's own totals.
- ✓Totals reconciled to the statement
- ✓Duplicate & missing-line detection
- ✓Confidence flags on fuzzy reads
- ✓Audit-ready output
Into Your Accounting System
Push the clean, coded data straight into QuickBooks, Xero, Sage, or NetSuite — or hand back tidy CSV/Excel.
- ✓QuickBooks / Xero / Sage / NetSuite
- ✓CSV & Excel export
- ✓Scheduled or on-demand
- ✓Feeds straight into reconciliation
Extraction is only half the job
Anyone can dump a PDF into rows. The value is in getting it right and getting it into your books reconciled. We total the extracted lines, check them against the statement, flag the exceptions, and code everything to your chart of accounts — so what lands in your ledger is data you can actually trust.
The Extraction Workflow
From a stack of PDFs to clean, coded transactions
Drop In Statements
Provide PDF statements — one, or years of backlog.
Extract
Transactions are read into structured rows, across pages and accounts.
Categorise
Each line is coded to your chart of accounts.
Verify
Totals are checked against the statement and exceptions surfaced.
Deliver
Clean data lands in your accounting system or as CSV/Excel.
Where the Data Goes
Straight into your stack, or back to you as a clean file
CSV & Excel
Prefer a file? Get tidy CSV/Excel back
Extraction is the front door to bank reconciliation automation — part of end-to-end finance operations automation.
Not sure your books are telling the truth?
A Financial Data Health Check finds the discrepancies and dollars at risk — from $500 CAD.
Bank Statement Extraction FAQ
Turning PDF statements into usable, trustworthy data
Can you convert a bank statement PDF to Excel or CSV? +
Can't I just use a free bank statement converter? +
Does it work with any bank or credit card? +
Can you get the data into QuickBooks or Xero? +
How do you make sure the extracted numbers are correct? +
Can you process years of historical statements? +
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Stop retyping statements
Get a free plan showing how we'd turn your bank and credit-card statements into clean, coded, reconciled data.