How can we help?
Practical guides for a clearer PDF-to-spreadsheet workflow.
Review your transactions
Check dates, amounts and repeated rows against the original PDF.
Read the review guideChoose CSV or Excel
Understand the columns, date formats and source records in your export.
Compare export formatsCheck supported layouts
See the tested PDF layouts, file limits and sample statements.
View supported layoutsGood to know
Which PDFs can I use?
Supported English/USD text PDFs include signed amounts and debit/credit tables with running balances. Each file can have up to 1,000 pages, 50 MB and 20,000 transactions, subject to your remaining allowance. Scans, encrypted files and unrecognized tables are not supported.
Does my PDF leave my device?
Your PDF is sent securely for server-side conversion and page verification. PDF contents are not saved in our database. Review data stays in the browser and expires after 30 minutes. Delete the session to revoke its export access. The public sample runs locally. Downloaded files remain on your device.
Why is export unavailable?
Resolve invalid fields and confirm flagged dates or repeated transactions after checking the source. A balance mismatch needs your acknowledgement. An incomplete source table blocks export and requires a supported file.
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