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used by 263 tax offices
Workflows by use case

Prepare bank statements for the way you actually work

The same PDF conversion serves different purposes. Accounting firms need repeatable client workflows, freelancers need flexible bookkeeping data, landlords need rent and expense analysis, and finance teams need consistent month-end inputs.

Purpose-specific workflowsRelevant formats and software by marketBank, card and payment-provider PDFs

Use cases

The same PDF conversion serves different purposes. Accounting firms need repeatable client workflows, freelancers need flexible bookkeeping data, landlords need rent and expense analysis, and finance teams need consistent month-end inputs.

Practice

Accountants & bookkeeping firms

Process client bank-statement PDFs in repeatable bookkeeping and import workflows.

Freelance

Freelancers & self-employed

Turn business-account PDFs into data for spreadsheets and accounting software.

Property

Landlords & property managers

Structure rent income and property expenses from bank statements.

Business

Businesses & finance teams

Standardize bank, card and payment-provider PDFs for month-end workflows.

Bookkeepers & outsourced accounting

Bookkeepers & outsourced accounting

Self-employed bookkeepers and accounting firms often receive client statements as PDFs rather than importable bank feeds. KontoCSV extracts transaction dates, amounts and descriptions for review and downstream bookkeeping.

Insolvency practitioners & bankruptcy trustees

Insolvency practitioners & bankruptcy trustees

Insolvency practitioners, administrators and bankruptcy trustees may need to review historic transactions across multiple debtor accounts. KontoCSV creates structured CSV or Excel data from readable PDF statements for subsequent case analysis.

Ecommerce sellers & online shops

Ecommerce sellers & online shops

Online sellers combine bank statements with payment provider and marketplace payout PDFs. KontoCSV structures readable records into transaction data for spreadsheet checks and accounting imports.

Auditors & forensic accountants

Auditors & forensic accountants

Auditors and forensic accountants use transaction tables to sample movements, compare periods and trace counterparties. KontoCSV converts readable PDF statements into CSV or Excel data as an input to review.

Charities, nonprofits & clubs

Charities, nonprofits & clubs

Treasurers of charities, clubs and associations often receive statements as PDFs. KontoCSV turns visible bank transactions into structured data for contribution tracking and bookkeeping reviews.

Property managers & real estate bookkeeping

Property managers & real estate bookkeeping

Property managers handle rent deposits, service-charge accounts, reserve funds and multiple properties. KontoCSV structures PDF statement movements for spreadsheet review and downstream property bookkeeping.

The use case determines the useful output

These pages group existing KontoCSV capabilities around the downstream task rather than inventing a one-size-fits-all import.

Accounting practice

Repeatability, client separation and downstream accounting imports matter most.

Own bookkeeping

Freelancers and landlords often need flexible CSV or Excel first, then categorise or import.

Finance operations

Businesses combine banks, cards and payment providers and need a repeatable monthly process.

Frequently asked questions

Are these the only supported user groups?

No. They are common workflow patterns. The converter itself is not restricted to these groups.

Does the extraction engine change by use case?

No. The main differences are the target format, the volume of files and the downstream review or import workflow.

What if I only need help with a specific bank?

Use the banks hub for bank-specific guidance, then choose the output format that matches your next system.

Match the export to the actual use case

Start with the complete bank statement and choose a target format that fits the next step.