Upload a PDF bank statement and let AI extract every transaction — dates, descriptions, and amounts — into structured data you can actually use. Export to CSV or import directly into your double-entry ledger.
How It Works
No templates to set up. No column mapping. Upload your PDF and the AI handles the rest.
Drag and drop a bank statement PDF into the converter. Checking accounts, credit cards, brokerage statements — any standard bank PDF.
The AI reads the document and pulls out each transaction with its date, description, and amount. You get a structured preview to review before saving.
Download the extracted transactions as a CSV file, or import them directly into your Vibe Ledger double-entry books with account mapping.
Output
Every transaction in the PDF becomes a structured row with a date, description, and amount. Here is what the output looks like.
| Date | Description | Amount |
|---|---|---|
| 2026-01-15 | AMAZON MARKETPLACE | -$47.92 |
| 2026-01-16 | DIRECT DEPOSIT - ACME CORP | $3,450.00 |
| 2026-01-17 | SHELL OIL 04729 | -$52.18 |
| 2026-01-18 | TRANSFER TO SAVINGS | -$500.00 |
Compatibility
No manual template configuration. The AI adapts to different layouts automatically.
Checking accounts, credit card statements, and brokerage statements from major US banks. Chase, Bank of America, Wells Fargo, Citi, Capital One, Schwab, Fidelity, and hundreds more. If the PDF has a transaction table, the converter can read it.
Other converters make you configure a template for each bank. This one does not. The AI reads the document structure, identifies the transaction table, and extracts the data. Switch banks and it still works without reconfiguration.
Handles multi-page statements, split transaction tables, and statements with multiple accounts. For scanned documents and image-based PDFs, OCR fallback extracts text from the image before parsing transactions.
Deduplication
If you also use Plaid bank connect, the system automatically detects and skips transactions that already exist in your ledger. Upload a full month's statement even if your bank feed already imported half of it.
Matching uses a combination of date, amount, and description similarity. The date window allows a one-day offset to account for posting delays between what your bank shows in the PDF versus what Plaid reports.
Pricing
Get the PDF converter standalone, or as part of a plan that includes the full bookkeeping ledger.
Just the PDF converter. Upload bank statements, extract transactions, export to CSV. No ledger, no bank connect.
The full bookkeeping platform. Includes the PDF converter plus Plaid bank connect, double-entry ledger, reports, and audit log.
Everything in Starter with no limits. Plus tax lots, mining operations, proof of reserves, and unlimited PDF uploads.
Upload your first PDF and get structured transaction data in seconds.
Get Started — $14/mo