Overview
UK date order and GBP amounts in a reconciled CSV. Statementfold reads the text layer when present, validates totals against opening and closing balances, and lets you download CSV, Excel, QuickBooks QBO, or Xero formats.
Steps
- Open the Bank Statement Converter and upload your PDF.
- Review the reconciliation banner and flagged rows in the preview grid.
- Sign in to unlock downloads or edit rows before export.
- Import the file into your accounting package using its bank import wizard.
Tips
- Redact account numbers to the last four digits before sharing exports with clients.
- For UK statements, pick DD/MM/YYYY in export options.
- Try our Chase to Excel guide for a bank-specific landing page.
Related
See also pricing for credit packs if you process statements every month.