Bank statement converter
Bank Statement Converter for Excel and CSV
Use PrizmView to move a PDF statement through a secure upload, extraction, review, and export path without burying the evidence.
What the converter does
PrizmView converts bank and credit-card statement PDFs into structured rows with dates, descriptions, debits, credits, balances, and statement metadata.
Three-step operating path
Upload the PDF, review extracted rows and balance evidence, then export the spreadsheet format your accounting workflow needs.
- Upload
- Hash, duplicate check, secure upload URL
- Extract
- Statement rows and account metadata
- Export
- Spreadsheet artifact after review
Security and privacy
The public product pages link to active security, privacy, status, and subprocessor surfaces instead of relying on vague badges.
Questions answered before export
Can I review transactions before export?
Yes. PrizmView opens extracted rows in review before users export spreadsheet files.
What export formats are supported?
The current product supports XLSX, CSV, QuickBooks CSV, and Xero CSV exports.