How to Convert Bank Statements to CSV, Excel 365 or Google Sheets

Still manually copying bank statement data into CSV, Excel or Google Sheets? 😩 There’s a faster, smarter way, and it takes just minutes to set up. 👉 Sign up free & get €25 in DocHorizon credits to follow along.

How to convert bank statements to CSV, Excel or Google Sheets effortlessly?

To convert a bank statement to a CSV file, you’ll generally need to download it as a PDF first, then use an online converter or PDF editor to convert it to Excel format, and finally save it as a CSV file. Even better, you can automate this process with Klippa DocHorizon!

In this tutorial, you’ll learn how to automatically convert PDF or image-based bank statements into structured CSV files, ready to use in any spreadsheet tool. No code required.

DocHorizon is an AI-powered, no-code platform that makes document processing fast and reliable. If you have large volumes of documents and prefer to get help, the Klippa team can also do all the work for you.

✅ Easily Convert Bank Statements to CSV, Excel, or Google Sheets with Klippa DocHorizon

1. Choose the Source of Your Bank Statements
Import statements from your email, Google Drive, ERP, accounting system, or any other source.

2. Convert Your PDF Bank Statements
Using advanced OCR and AI technology, Klippa extracts data from your PDFs and transforms it into structured, readable information.

3. Export in Your Preferred Format
Save your bank statements as CSV, Excel (Office 365), Google Sheets, or any other format you need, ready for immediate use.

🎁 Try DocHorizon Free:
✅ €25 in free credits
✅ Works with PDFs, scans, multi-page docs
✅ No code or tech skills required

💼 If you are part of an Accounting team, Finance department or Agencies managing financial docs at scale, Klippa is the best solution to convert Bank Statements to CSV, Excel or Google Sheets!

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Видео How to Convert Bank Statements to CSV, Excel 365 or Google Sheets канала Klippa