Looking for the best way to convert PDF bank statements into CSV or Excel formats without the hassle or the crazy price tag? You’re in luck.
We’re excited to introduce a powerful new feature in LedgerDocs: a built-in PDF to CSV converter designed specifically for financial professionals. Whether you’re working with bank statements, invoices, receipts, or scanned PDFs, this tool makes it easy to convert your documents into structured, editable CSV files; ready to open in Excel, Google Sheets, or your preferred spreadsheet editor.
No expensive third-party tools. No tedious manual entry.
Whether you want to convert a PDF file to CSV, extract tables from PDF to CSV, or automatically download bank transactions to Excel, this new tool simplifies the entire process and all at a price point that makes sense for your business.
In this guide, you’ll learn:
- How to convert PDFs to CSV format in just a few clicks
- How to handle tricky files, like scanned statements or multi-page tables
- How to preserve formatting when working with Excel, Mac Numbers, or Google Sheets
- And why this tool is a game-changer for bookkeepers, accountants, and small business owners
The Problem with Traditional PDF to CSV Conversion
Most people who try to convert a PDF file to CSV run into one of these problems:
- The formatting is destroyed
- Tables don’t align correctly
- Manual cleanup takes longer than manual data entry
- Scanned PDFs aren’t supported by basic tools
- Freeware versions are too limited or unreliable
You may have tried PDF to CSV freeware, online converters, or even copying and pasting into Excel…only to end up frustrated. That’s where LedgerDocs comes in.
What Is the LedgerDocs PDF to CSV Converter?
This feature is the latest tool in LedgerDocs financial document toolbox, created specifically for the needs of bookkeepers, accountants, CPA’s and financial professionals. Our built-in AI PDF to CSV converter allows you to:
- Convert bank statement PDFs to CSV
- Batch convert PDF to CSV to save time
- Extract structured tables, transactions, and key data
- Choose between smart statement conversion and full table extraction
- Convert PDF to CSV for free as part of your LedgerDocs plan
Whether you’re a small business owner, bookkeeper, or accountant, this tool helps you turn PDFs into CSV files that are compatible with QuickBooks, Microsoft Excel, and other spreadsheet editors, making it faster, more accurate, and more convenient than ever to extract usable data from PDFs.
Why Use a PDF to CSV Converter?
Our tool It’s designed specifically to help professionals automate tedious bookkeeping and accounting work and focus on higher-value financial analysis. When you use LedgerDocs, you:
- Eliminate manual data entry
- Preserve transaction structure (Date, Description, Debit, Credit, Balance)
- Work with bank statements, credit card statements, and scanned PDFs
- Maintain formatting when exporting PDF to CSV on Mac or Windows
- Free up hours spent converting financial data manually
Looking to convert PDF bank statements to Excel or wondering how to import bank statements into Excel or Google Sheets? LedgerDocs does it for you in seconds.
How to Convert PDF to CSV Format in LedgerDocs
1. Upload Your File
Upload any PDF bank statement, credit card statement, or image file.
2. Select for Conversion
Choose one file or multiple files. Want to batch convert PDFs to CSV? Just select the checkboxes next to each file, right-click, and choose your desired conversion option.
3. Choose Your Conversion Mode
Convert Selected Items → Statement(s) to CSV
Perfect for structured bank statement PDF to CSV conversion, with columns like:
- Date (MM/DD/YYYY)
- Description
- Debit
- Credit
- Balance (if available)
Convert Selected Items → Document(s) to CSV
Ideal for general documents or PDFs with tables. It extracts all PDF tables to CSV, maintaining layout and headings.
Once the process begins, you’ll receive a notification showing your conversion progress. On average, converting a PDF file to CSV takes about 10 seconds per document.
You can keep working inside LedgerDocs while we handle the heavy lifting.
Review the Output
Our side-by-side viewer lets you compare the original PDF with the converted CSV. From there, you can:
- Download the CSV file
- Download and open it in Excel, Google Sheets, or another CSV-compatible app
- Import it to QuickBooks Online
- Save PDF as CSV
- Even hide the original PDF for a cleaner workspace
Looking to know how to make a PDF a CSV file or how to export a bank statement to Excel? LedgerDocs makes it as easy as clicking a button. Schedule a free demo to see for yourself.
Open the CSV File in Google Sheets, Excel, or Mac
Once your file is converted, you’ll receive a notification. From there, you can:
- Download the CSV
- Open it directly in Google Sheets or Excel
- Import the CSV into a Google Spreadsheet without losing formatting
- Use the data on any platform; Windows, macOS, or browser-based
Want to know how to convert a PDF to Google Sheets without losing formatting? The key is our structured table extraction, which preserves headers and cell alignment during conversion. Your data comes through clean and ready for editing or analysis.
This tool is also a great work around for those who are looking to Convert PDF to Google Spreadsheet, Upload PDF to Google Sheets, Convert PDF to Excel for Google Sheets or Extract data from PDF to Google Sheets.
AI-Driven Accuracy
Worried about scanned bank statements? No problem. LedgerDocs uses AI-powered OCR to recognize text and numbers, even from photos or scans. This makes it one of the few tools that can convert scanned bank statements into Excel, reliably and at scale. Our AI PDF to CSV converter and OCR bank statement to Excel tools ensure your data is:
- Read accurately
- Categorized correctly
- Exported with clean, professional formatting
We’ve tested it across thousands of statements to handle everything from scanned credit card receipts to complex multi-page financial summaries.
PDF to CSV Converter, Included with LedgerDocs
Unlike the many tools on the market that claim to convert PDF to CSV for free but limit functionality, LedgerDocs offers full conversion power within your subscription. All LedgerDocs plans include 15 free pages a month and affordable packages are available to those who are looking to convert more documents. We are confident that our tool is the best PDF to Excel converter for users who need to export PDF to CSV with accuracy.
Use Cases for Our PDF to CSV Tool
LedgerDocs is designed specifically with bookkeepers and accountants in mind, but it can be used by a wide range of people, including:
- Bookkeepers importing monthly bank transactions
- Small business owners tracking expenses
- Finance teams who need to analyze scanned reports
- Freelancers organizing income and spending
- Accountants managing hundreds of PDFs for clients
- Anyone who needs to convert CSV files to PDF or vice versa
Ready to Convert? Try the Best PDF to CSV Converter Today
If you’ve ever wondered:
“How to convert a PDF file to CSV format?”
“What’s the best AI tool to convert PDFs to Excel?”
“How to open a PDF in Google Sheets?”
“Can I extract tables from PDFs to CSV with formatting intact?”
LedgerDocs is your answer. Book your free demo now or log in to start converting your PDFs into clean, usable CSV or Excel files instantly.
