Choose the right format for your PDF bank statement
The useful output depends on what happens next: spreadsheets need flexible tabular data, accounting platforms need suitable import structures, and some systems explicitly require CAMT.053 or MT940.
CSV & Excel
Flexible formats for spreadsheets, reconciliation, analysis and custom imports.
Accounting software
Market-relevant import workflows for widely used English-language accounting platforms.
QuickBooks
Prepare PDF bank statement data for a structured QuickBooks import workflow.
Xero
Convert PDF bank statements into a structured file for Xero bank-statement workflows.
Sage
Prepare bank statement transactions for Sage-compatible CSV import and mapping.
FreshBooks
Create structured transaction data for FreshBooks-oriented bookkeeping workflows.
MYOB
Prepare PDF bank transactions for MYOB import and reconciliation workflows.
Banking formats
Structured bank formats for target systems that specifically require CAMT.053 or MT940.
Choose the output based on the target workflow
The PDF is the source document. The right export format is determined by the system or task that receives the structured transactions.
Analyse and reconcile
CSV and Excel are best when you need filtering, categorisation, reconciliation or custom processing.
Import into accounting software
Use a workflow aligned with QuickBooks, Xero, Sage or the other accounting platform you actually use.
Provide a bank format
Use CAMT.053 or MT940 only when the target system explicitly expects that bank-statement format and the required account and balance data is available.
Explore related workflows
Accountants & bookkeeping firms
Process client bank-statement PDFs in repeatable bookkeeping and import workflows.
Freelancers & self-employed
Turn business-account PDFs into data for spreadsheets and accounting software.
Banks & providers
Find bank- and provider-specific guidance for PDF statements.
Check MT940
Review key MT940 fields, balances and transaction lines locally in your browser.
Frequently asked questions
Which format should I choose?
Choose by target: CSV/Excel for flexible data work, a software-specific workflow for accounting imports, and CAMT.053 or MT940 only when the receiving system requires those bank formats.
Is every CSV automatically compatible with accounting software?
No. Column names, separators, date formats and mapping requirements vary. Use the workflow intended for the target application and review the import preview.
When are opening and closing balances important?
They are especially important for strict statement formats such as MT940 and CAMT.053. A normal CSV can still be useful when transactions are complete even if a strict bank-format export is unavailable.
From PDF to the format your workflow needs
Upload the statement, choose the target workflow and review the structured result before import.