Getting started
No setup needed — there's no API key to create or paste. Pick your Statement Type, drop in a PDF, and click Extract Data. The service reads and reconciles the statement against its own printed totals for you.
Is my data safe?
Yes.
• Your statements are sent to Anthropic's Claude purely to read the figures. Anthropic's policy is not to train its models on data sent through the API.
• We don't keep your statements or the extracted data — each conversion is processed on the spot and the results are returned to your browser.
• The CSV and Excel files you download are generated in your browser and stay on your computer.
How to use the converter
1Pick the Statement Type (or leave Auto-detect) and your accounting software.
2Drag in a PDF statement, or click Choose File. It's read and reconciled against the statement's own totals automatically.
3Review the table — every cell is editable. Totals, variance and the reconciliation status update live as you edit.
4Download when it's clean (see the two options below).
Buttons — setup bar (top)
Statement Type — the kind of statement: Current, Savings, Business, Credit Card, Loan / Mortgage or Foreign Currency. Leave on Auto-detect if unsure.
Bank / Lender — usually leave on Auto-detect; only set it if a statement isn't recognised.
Accounting Software — the format your CSV is tuned for: QuickBooks Online, Xero, Sage or FreeAgent.
Buttons — upload & extract
Choose File / drag & drop — add one or more PDF statements.
✕ (remove) — takes a file back off before you process it.
Extract Data — reads the statement(s) with Claude. A spinner shows while it works.
Buttons — after extraction
View: Normal / Compact — row spacing. Size: 100–70% — shrinks the table text to fit more on screen. Neither changes your data.
Copy Table — copies every row to your clipboard, ready to paste into a spreadsheet.
Magic AI Cleaner — a second AI pass that tidies messy payee names (e.g. "TESCO STORES 2914" → "Tesco"). A "cleaned" badge appears when it's done.
Download CSV — the clean import file for QuickBooks / Xero (transactions only).
Download Audit Workbook — Excel with a live reconciliation summary (formulas recalc as you edit) plus a clean export tab.
Download Merged CSV — appears only when you've processed several statements; combines them all into one CSV.
Summary & table controls
Payments Out / In (big figures) — your live totals from the table. Amber boxes below them — the figures printed on the statement; editable, so you can correct a misread total.
Reconciliation status — green Reconciled means the totals match; amber Check variance means there's something to fix.
Any table cell — click and type to edit. For amounts, a negative number = money out, positive = money in. Totals update live.
Column headers — click to sort. Tabs (when you process several files) — switch between statements.
Reconcile before you export
Check the Reconciliation line in the Statement Summary. Green Reconciled means the totals match the statement's Payments In / Out. Amber Check variance means something's off — often a payment booked in the wrong column. Fix that row and it snaps back to reconciled.
Use the original PDF from your online banking (not a scan or screenshot) for the most reliable results.