How to export bank transactions

If you only need a clean spreadsheet, use Clean spreadsheet mode on the home page.

Supported formats

• PDF — we OCR the document and extract rows.
• CSV — direct parsing when the file is already tabular.
• XLSX — spreadsheet uploads are supported up to the same size limits.

Tips for better results

• Prefer statements with clear date and amount columns.
• Check the verification summary after processing to confirm row counts look right.

When you're done, download CSV or XLSX from the results panel.