Convert Bank Statements to CSV Automatically

Upload your PDF bank statement to BankSync. Our AI reads the document and extracts every transaction row — date, description, debit, credit, and balance — into a clean, structured CSV. You can download the CSV directly or sync the data to Google Sheets, Notion, or Airtable automatically.

Yes. BankSync offers a 14-day free trial with no credit card required, plus a free tier that includes 50 document extractions per month. Paid plans start at $7/month for more extractions and bank connections.

The CSV includes transaction date, description, debit amount, credit amount, running balance, and account information. For investment statements, it also includes holdings, trades, and portfolio values. For loan statements, it includes balance, interest rate, and payment information.

Yes. BankSync's AI handles both digital PDFs (generated directly from banking software) and scanned paper statements. OCR technology reads the text from scanned documents and extracts the structured data.

Yes. You can upload multiple PDF bank statements in a single batch. BankSync processes each one and combines the results into a single CSV export, or syncs them individually to your destination with deduplication so no row appears twice.

Most bank statement converters only output a CSV file you have to manually import each month. BankSync syncs data directly to Google Sheets, Notion, or Airtable with custom field mapping and deduplication. You can also use email forwarding so every new statement is processed automatically — no manual uploads needed.