Convert Bank, Card & Payment PDFs to Clean Spreadsheets
Extract transaction tables from Chase, Bank of America, PayPal, Cash App, and Amex with automatic debit/credit reconciliation.
Drag and drop any statement PDF here
Supports digital statements from Chase, BoA, PayPal, Cash App, Wells Fargo & more
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| # | Date | Description | Debit (-) | Credit (+) | Balance | Action |
|---|
Frictionless Workflow
From Locked PDF to Reconciled Ledger in 3 Clicks
Drop Statement PDF
Upload any digital bank statement, credit card PDF, or payment summary.
Auto-Reconcile Math
The engine detects column layouts, isolates debits/credits, and calculates running balances.
Export Excel or CSV
Download formatted .xlsx spreadsheets or signed QuickBooks Online .csv files ready for import.
Why Bookkeepers & CPAs Use LedgerExtract
Comparing common ways to convert client bank statement PDFs.
| Feature / Capability | LedgerExtract | Manual Typing | Generic PDF Scanners |
|---|---|---|---|
| Processing Speed (12-Page Statement) | ~4 Seconds | 2 to 3 Hours | 30 to 60 Seconds |
| Client Data Privacy | 100% In-Memory (Zero Storage) | Secure (Local) | Uploaded to 3rd-Party Cloud |
| Debit / Credit Differentiation | Automatic Semantic Detection | Manual Entry | Often Merges Columns |
| QuickBooks & Xero Direct Format | 1-Click Signed .CSV | Requires Reformatting | Requires Paid Add-on |
| Cost | Free / $0 Overhead | $50–$75/hr billable cost | $29 to $99 / month |
Frequently Asked Questions
Everything you need to know about bank document conversion.
Why can't I just download a CSV directly from my bank? â–¾
While live bank portals often allow direct CSV downloads for recent 90-day activity, bookkeepers and accountants rarely have direct portal logins for their clients. Furthermore, historical statements for tax catch-up or loan underwriting (older than 90–180 days) are archived strictly as PDF files.
How does LedgerExtract format files for QuickBooks Online? â–¾
QuickBooks Online and Xero require a strict 3-column CSV: Date, Description, Amount. Outgoing expenses/debits must be negative numbers, and incoming deposits/credits must be positive numbers. LedgerExtract formats these signed values automatically so you can upload directly to QuickBooks without fixing column errors.
Is it safe to upload confidential client statements here? â–¾
Yes. LedgerExtract executes 100% inside your browser session using Web Workers and in-memory streams. Your statement files, account numbers, and transaction balances are never stored, uploaded to external databases, or logged on remote servers.