Bookkeepers & outsourced accounting
Convert PDF bank statements for bookkeepers to CSV or Excel
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.
Convert a bank statementWhere this workflow helps: Bookkeepers & outsourced accounting
Keep client accounts and statement periods distinct before handing the extracted transactions to an accounting package.
Keep client bank accounts separate
Collect complete statements and account periods
Prepare monthly transaction tables
Convert individual or multiple PDFs to CSV or Excel
Review data for Xero, QuickBooks or CSV workflows
Check dates, amounts, descriptions and balances against the source
From PDF bank statements to structured transaction data
- 01
Collect complete statements and account periods
- 02
Convert individual or multiple PDFs to CSV or Excel
- 03
Check dates, amounts, descriptions and balances against the source
- 04
Review the data before analysis or accounting import
Formats and related workflows
What KontoCSV does not do
It does not categorise expenses, reconcile invoices or provide tax advice.
Review the data before analysis or accounting import
Frequently asked questions
Does KontoCSV connect to clients' bank accounts?
No bank login is needed. You upload readable statement PDFs and verify the result before using it for bookkeeping.
Is KontoCSV accounting, audit or legal analysis software?
No. KontoCSV extracts and structures transactions from bank statement PDFs. Accounting classifications, audit conclusions and legal assessments remain with the responsible professionals.
Can it handle scanned and multiple statements?
Readable scanned PDF statements can be processed using OCR, and multiple documents can be submitted in a batch. Always verify the extracted figures against the originals.