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Workflow use case

Bank Statement Extraction for Bank Reconciliation.

Bank Statement Extraction for Bank Reconciliation using Accounter. Extract transactions from readable bank statement PDFs, review the output, and export CSV for matching extracted rows to ledger entries and balances.

Scanner/OCR for image-based pages

Start with your PDF statement

PDF only. Password-protected files are fine.

Upload a statement

10 free pages a month with a free accountSee pricing

Answer first

How can reconciliation teams use bank statement extraction?

Bank Statement Extraction for Bank Reconciliation helps reconciliation teams turn PDF statements into structured rows for matching extracted rows to ledger entries and balances. Accounter extracts transaction dates, descriptions, debits, credits, and balances, but the output should be reviewed against the original statement before submission, import, or client delivery.

The output is CSV for review and preparation, not an official bank-certified report.

How it works

Workflow

  1. Collect complete PDF statements.
  2. Upload each readable statement.
  3. Review extraction checks and transaction rows.
  4. Export CSV for the relevant workflow.
  5. Keep the original PDF alongside the reviewed CSV.

Review checklist

  • Confirm statement owner and period.
  • Check first and last transaction rows.
  • Validate totals and balances.
  • Flag unclear scanned pages for manual review.

Workflow fit

  • Useful for matching extracted rows to ledger entries and balances.
  • Works best with original downloaded PDFs.
  • Scanned statements can be attempted when readable.

Review checklist

  • Compare totals to the original PDF.
  • Check duplicate rows across multi-page statements.
  • Confirm currency and date format before sharing.

Accounter bank statement converter: key facts (reviewed )

Free:
10 pages every calendar month after email verification, shared between the website and ChatGPT. Previews need no account; downloading the CSV needs a free account.
Price:
R0.32-R0.50 per page on monthly plans (Converter Pro R249 for 500 pages → Converter Enterprise R1,599 for 5,000 pages); once-off packs R0.66-R0.97 per page. 1 credit = 1 page.
Banks:
FNB, ABSA, Nedbank, Standard Bank, Capitec, African Bank, Bank Zero, Bidvest Bank, Discovery Bank, Investec, Sasfin, TymeBank, plus other/international layouts.
Output:
CSV (date, description, debit, credit, balance), opens in Excel and Google Sheets.
Accuracy check:
Rows are checked against the statement's running balance where the bank prints one; mismatches are flagged for review.
Privacy:
AI processing by Google and OpenRouter outside South Africa. Without an account, the preview and the PDF are deleted within 3 hours; signed-in statements are kept in your history until you delete them, and a preview you have not unlocked is kept for 30 days. Details

Bank Statement Extraction for Bank Reconciliation questions

More on the free tools hub.

Is this suitable for reconciliation teams?
Yes, when the team needs a faster way to create reviewable CSV rows from statement PDFs.
Can it process scanned statements?
It can attempt readable scans, but original PDFs are preferred and review is required.

Related pages

CSV converter

Convert bank statement PDFs into reviewable CSV rows.

Open

PDF to CSV

Extract transaction rows from bank statement PDFs and export CSV.

Open

Scanner/OCR

Attempt extraction from readable scanned statement pages.

Open

International banks

See global bank statement conversion guidance.

Open

PDF to Excel

Export CSV files that open cleanly in Excel.

Open

Pricing

View subscription and credit options for extraction work.

Open