Bank Statement PDF to CSV or Excel
Short answer: Send your bank statement PDF (or a photo of it) on WhatsApp, then ask for a CSV. You get one file with every line as date, description, money in, money out and balance, ready to open in Excel or import elsewhere.
What it looks like
| Date | Description | Money in | Money out | Balance |
|---|---|---|---|---|
| 01/09/2026 | Opening balance | 12 450.00 | ||
| 03/09/2026 | Card purchase fuel | 850.00 | 11 600.00 | |
| 05/09/2026 | Payment received | 4 200.00 | 15 800.00 |
How it works
- Send the bank statement PDF or a photo of it on WhatsApp.
- Every line is read and matched to your slips.
- Say "convert my statement to CSV" and tap the button for your file.
Do it on WhatsApp
Once you are set up, just say: "convert my statement to CSV"
Frequently asked questions
Which banks does it work with?
It reads the statement itself, PDF or photo, rather than linking to your bank. If a statement cannot be read, you are told instead of getting a wrong file.
Can I get it for Xero or Sage?
Ask for "export to Xero" or "export to Sage" and the Exports page opens with your files.
Do you need my banking password?
No. You only send the statement you already downloaded. We never ask for banking logins.
Related
General information and estimates, not tax advice. Tax Pig prepares and organises; you or your registered tax practitioner submit to SARS. Last checked 19/10/2026.
