Lido is the fastest way to convert bank statements to CSV files — extract transaction dates, descriptions, debits, credits, and balances from any bank statement format automatically. Built for finance teams, bookkeepers, and accountants.
Convert any bank statement to CSV — works with every bank and credit union
Works with any document format out-of-the-box
99%+ field-level accuracy across every layout
Lido doesn't work on mobile yet, but we'll send you an email with your login details for when you're back at a desktop!
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Convert bank statements to CSV — try now!
Upload your own files and see how Lido works firsthand.
Our customers go live in minutes, not weeks or months. Lido's AI-powered bank statement to CSV converter just works for any format — no need for templates, manual entry, or data cleanup.
Extract key data points from PDFs, images, and emails into structured table columns (e.g., name, date, invoice number). Customize rules like: "Split combined debit/credit columns into separate fields and standardize the date format to YYYY-MM-DD."
Automated email parser
Set up a shared statements@yourcompany.com inbox and connect it to Lido. Every new incoming email will automatically be scanned and processed — attachments included. Lido's template-free AI technology lets you scan statements to CSV files from any bank without hassle.
Example: AI Email Parser
Seamless integration
Import from...
Seamlessly import invoices from your desktop, shared drives, or email.
Export to...
Automatically send extracted data to Excel, Google Sheets, QuickBooks, or your ERP.
Best bank statement to CSV converter for structured data
Converting a bank statement to a CSV file should be straightforward, but PDF bank statements were designed for reading, not for data extraction. The transaction tables look clean on screen, but the underlying file format stores text as characters at fixed positions — not as structured rows and columns. That is why copying and pasting from a bank statement PDF into a spreadsheet produces misaligned data. Free PDF to CSV converters attempt to solve this by reading the raw text and dumping it into comma-separated fields. The result is usually a single column of merged text, broken table headers, and amounts that end up in the wrong fields. You spend more time cleaning the CSV than you would have spent typing the transactions manually. Template-based bank statement converters improve on this by letting you map fields to specific positions on the page. That works for one bank's format but breaks when you process a statement from a different institution. Every new bank means a new template to build and maintain. Lido takes a different approach to bank statement to CSV conversion. Its AI reads the statement the way a person does — identifying transaction rows, column headers, dates, amounts, and descriptions by understanding the document layout. Upload a statement from any bank and Lido outputs a clean CSV file with each transaction in its own row and each field in its own column. No templates. No cleanup. No per-bank configuration. Lido is the most accurate bank statement to CSV converter available. It handles digital PDFs, scanned statements, multi-page documents, and statements from any bank or credit union worldwide. The output CSV is ready to import directly into QuickBooks, Xero, Excel, or any system that accepts CSV files.
Case Studies
Soldier field saves 20+ hours each week by automating document data extraction with Lido
"What used to take us 20 hours each week now takes just 30 seconds per statement. Lido has completely transformed our workflow."
SOC 2 Type II Compliant • HIPAA Compliant • No training on your data
How do I convert a bank statement to a CSV file?
Upload your bank statement PDF to a converter tool like Lido. The AI reads the statement, identifies each transaction, and outputs a structured CSV file with columns for date, description, debit, credit, and balance. The entire process takes seconds and requires no manual data entry.
What is a bank statement to CSV converter?
A bank statement to CSV converter is a tool that extracts transaction data from a PDF bank statement and outputs it as a CSV (comma-separated values) file. The CSV format organizes each transaction into rows with labeled columns, making it easy to import into accounting software, spreadsheets, or databases.
Does Lido work with bank statements from any bank?
Yes. Lido converts bank statements from any institution — Chase, Bank of America, Wells Fargo, Citi, regional banks, credit unions, and international banks. It does not require per-bank templates or configuration. Upload any statement and it extracts the data on the first try.
Can I convert a scanned bank statement to CSV?
Yes. Lido includes built-in OCR that reads scanned bank statements, photographed pages, and faxed copies. It handles low-resolution scans and faded text automatically, producing the same structured CSV output as a digital PDF.
What columns are included in the CSV output?
By default, the CSV includes transaction date, description or payee, debit amount, credit amount, and running balance. You can customize the output to add or rename columns, split combined fields, or standardize date and number formats to match your accounting system.
Can I convert multiple bank statements to CSV at once?
Yes. Lido processes bank statements in bulk. Upload a folder of statements or connect an email inbox, and every statement is converted to a CSV file automatically. There is no slowdown at volume.
Can I import the CSV file into QuickBooks?
Yes. The CSV output is formatted for direct import into QuickBooks, Xero, and other accounting software. Lido also exports to Excel, Google Sheets, and QBO format if your system requires a different file type.
Is it secure to upload bank statements for conversion?
Lido is SOC 2 Type II compliant. All bank statements are processed with enterprise-grade encryption and strict access controls. Documents are not stored permanently and are deleted after processing.
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Join hundreds of finance and payables teams growing faster with Lido.
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