Structure client bank statements for accounting workflows
When clients provide PDF bank statements, the work often starts before the accounting import. KontoCSV turns bank, card and payment-provider PDFs into structured data for review and downstream bookkeeping.
Reduce manual preparation before bookkeeping starts
Client PDFs vary by bank, period and document type. A structured conversion step creates a consistent basis for checking transactions, account identifiers and balances before import.
Common practice workflows
Standardise client files
Convert different bank layouts into a more consistent transaction structure.
Choose the target route
Use CSV, QuickBooks, Xero, Sage or a bank format according to the receiving system.
Review exceptions
Keep complex card statements, multi-account files and scans visible as separate document cases.
A repeatable client workflow
- 1
Collect PDFs
Gather the complete statements for the client and period.
- 2
Convert in batches
Process multiple files with a consistent target workflow.
- 3
Review the result
Check transactions, account identifiers, periods and available balances.
- 4
Hand off
Import or forward the structured file to the accounting workflow.
Useful formats for accounting practices
Choose by the receiving system rather than by the PDF source.
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.
CAMT.053
Create a CAMT.053-oriented XML export when the target system expects ISO 20022 statement data.
PDF bank statement to CSV
Turn bank statement PDFs into structured CSV for spreadsheets, reconciliation and downstream imports.
Related guidance
Bank statement workflow
Step-by-step guidance for structured bank-statement data.
Formats
Compare CSV, Excel, accounting imports and bank formats.
Banks & providers
Find bank- and provider-specific guidance for PDF statements.
Free tools
Check MT940 and CAMT.053 structure locally in your browser.
Frequently asked questions
Can I process multiple client statements?
Yes. Batch processing is designed for recurring workflows with multiple PDFs; results should still be reviewed per client.
Which accounting format should I use?
Use the format or mapping workflow expected by the target software. For flexible review, CSV remains the broadest option.
Are card statements supported?
Many bank, card and payment-provider PDFs can be processed, although available fields depend on the source document.
Turn client PDFs into structured bookkeeping data
Upload the statements, choose the target workflow and review the data before import.