EasyFileBusiness workspace
EasyFileBusiness workspace

EasyFile finance utility

PDF Bank Statement to Sage-ready CSV

Extract transactions from a text-based PDF bank statement, review every row, correct any uncertain entries and export a clean Sage Accounting bank-import file or Excel workbook.

Convert a statement Review Sage format
Processed in your browser CSV and Excel export Editable review table
Your statement stays on this device.

The PDF is read in browser memory and is not uploaded by this module. Transaction data is cleared when the page is refreshed or you select Clear session.

Step 1

Select a PDF statement

No file selected

Drop your PDF statement here

or browse for a text-based PDF up to 25 MB

Step 2

Conversion settings

For scanned/image-only PDFs, first use your bank's downloadable CSV/OFX option or run OCR in a trusted document tool.

Sage format guide

What this module produces

DateDescriptionAmount
03/07/2026CLIENT PAYMENT 45814500.00
04/07/2026MONTHLY SERVICE FEE-175.00
  • Headers are spelled Date, Description and Amount.
  • Descriptions are one line, trimmed and limited to 100 characters.
  • Amounts use a decimal point with no currency symbol or thousand separator.
  • Zero-value rows and exact duplicates are blocked or flagged.

Supported statements

Best results and limitations

FNB / RMBAbsaStandard BankNedbankCapitecTymeBankInvestecGeneric PDF
  • Layouts vary by bank, account type and statement version; every conversion must be reviewed.
  • Password-protected PDFs must be unlocked before processing.
  • Image-only scans require OCR and are not converted by this browser-only release.
  • The parser does not categorise general-ledger accounts or reconcile transactions automatically.