Convert a bank statement PDF to CSV with Caelum AI

To convert a bank statement PDF to CSV with Caelum AI, upload the statement and download the result as CSV: one row per transaction with date, description, money in, money out and balance, in the same columns every time. Before you download, Caelum checks the statement against its own opening and closing balances, so the file you import is one that adds up.

Why CSV?

CSV is what accounting and bookkeeping software imports most reliably. It has no formatting to break, opens in Excel or Google Sheets, and maps cleanly onto a bank import. The hard part is never the file format: it is getting every transaction out of the PDF, in the right column, with nothing missed.

How to convert a bank statement PDF to CSV, step by step

1. Sign up or sign in at app.caelum.ai. New accounts get free credits.
2. Upload to Bank & card statements: digital PDFs, scans or photos, one statement or many in one file.
3. Caelum reads each statement: every transaction, with its date, description, amounts and running balance.
4. Check it adds up. Each statement shows whether its transactions reach its printed balances. Anything that does not is flagged, with the row where it breaks.
5. Download as CSV — one statement, or all of them together.

A CSV you can import without tidying

• Consistent columns for every bank: date, description, reference, money in, money out, balance.
• One statement per period, so imports line up with your periods.
• Money in and out kept apart, and a payment read into the wrong column is caught by the balances and corrected, with the reason shown.

Before you import: three checks worth doing

1. The statement checks out. Import statements marked as reconciled, or look at the flagged row first.
2. Periods do not overlap. Caelum shows each statement’s period, so an overlapping month is easy to spot and skip.
3. The opening balance matches the closing balance of the period before in your books.

Frequently asked questions

Does it work with scanned statements? Yes. Scans and phone photos are read too; sideways pages are turned upright first.

Can I convert many statements at once? Yes: upload a whole year in one PDF, or several files together, and download them all at once.

Is there an API? Yes. Send statements from your own software and receive the data by webhook when it is ready. See API for developers.

Is it free? New accounts get free credits; after that, see pricing.

Prefer a spreadsheet? See bank statement PDF to Excel, or start free.