PDF Bank Statement Converter With Review Before Export

A general document converter gives you the text that was on the page. That is not the same as a statement you can work with: the columns arrive as runs of words, the amounts lose their alignment with their dates, and a wrapped description becomes two rows.

StackExtract is built for financial documents specifically, so its output is structured transaction rows — each with its own date, description and amount — rather than a transcription of the page. On top of that structure it can run the checks that only make sense for the document type in front of it, which is something a generic text extractor has no way to do.

The document type is determined from the content of the PDF rather than from its filename, which matters because filenames lie. A real invoice saved as `scan001.pdf` and a statement saved as `invoice-march.pdf` are both routine, and routing on the name would send each to the wrong extractor and produce a confidently wrong result. StackExtract reads the document to decide what it is.

One consequence of that is worth stating directly, because it is the product decision underneath everything else: no figure is ever quietly adjusted to make a check pass, and a check that could not run is reported as exactly that rather than as a pass. Values that disagree are shown as read and the row is flagged. A converter that tidied its own output would be producing a document you could not audit.

A digital PDF carries a text layer, and that is the ordinary path: the characters are already on the page and the work is understanding their structure.

A scanned or photographed statement has no text layer — the page is an image — so it goes through the scanned-document OCR beta instead. It works, and it is labelled beta because it is measurably harder: the characters are being recognised rather than read, and scan quality feeds directly into how much review the result needs. A clean 300-dpi scan is a different proposition from a phone photograph at an angle.

XLSX suits workpapers and review — the file opens in Excel with its columns and its accented characters intact, which is what you want if a person is going to read it.

CSV suits movement: feeding the rows into another tool, a script, or a template of your own. For bank statements there is also a QuickBooks-ready CSV, shaped for that import workflow. All three are files you download. StackExtract does not connect to your accounting software, and nothing here imports on your behalf.

Whichever format you choose, the edits you made in review are in it. The reviewed table is the source of the file, not a separate copy — so a correction is made once.

The work this fits is the work where a PDF is the only version of the record that exists.