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Software import

Import PDF Bank Statement into Lexoffice

Cloud workflow for importing PDF bank statements into Lexoffice.

KontoCSV Team
6 min read
Lexoffice
Cloud
CSV upload
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Prepare PDF bank statements directly for Lexoffice

Prepare PDF bank statements directly for Lexoffice

Drop one PDF or multiple PDFs here

Works with digital PDFs, scans, and photos from banks worldwide - retail, business, and fintech. Multiple PDFs are automatically processed as one batch and exported as a ZIP with individual CSV files.

Problem and solution

Banks provide PDF statements while Lexoffice expects structured import data. KontoCSV converts PDF booking rows into a Lexoffice-friendly CSV.

Lexoffice is cloud-based and should be treated separately from Lexware desktop workflows.

Which format Lexoffice expects

Lexoffice uses upload and booking-assignment steps in the banking area. KontoCSV prepares CSV output for that process.

Date;Description;Amount;Currency;Category 05.03.2026;Office rent;-950.00;EUR;Rent

Typical flow: validate bank setup, upload CSV, then assign transactions.

Step by step Lexoffice import

  1. Upload PDF statement to KontoCSV.
  2. Select Lexoffice profile and download CSV.
  3. Open the banking import/upload flow in Lexoffice.
  4. Review, assign, and post imported transactions.

Supported German banks

Your bank is not listed? KontoCSV also supports many additional German and international bank statement layouts. View all supported banks.

FAQ

Is Lexoffice the same as Lexware desktop software?

No. Lexoffice is cloud-based, while Lexware Buchhaltung is desktop-oriented in many setups. Treat the import mapping separately.

How does import work in Lexoffice?

Use the upload or banking import area, then assign and review the imported bookings before posting.

Can I start with a one-month test run?

Yes. A one-month pilot is the safest way to validate columns, date format, signs, and duplicate handling.

Do I need to copy every transaction manually?

No. KontoCSV extracts booking rows from the PDF and prepares a CSV for review and import.

Can I repeat this monthly?

Yes. Keep the same export profile and import mapping each month, then reconcile against existing bank transactions.

Which banks can I use with this workflow?

Start with the listed German banks or open the supported banks overview for additional layouts.

Prepare PDF bank statements for Lexoffice

Upload, download, and import in your Lexoffice workflow.