Convert PDF bank statements to Excel or CSV, and see whether the transactions add up to the balances printed on the statement.
Checking whether the public beta is open…
One sample statement, three possible outcomes. Pick one, then select a check to see the printed figure it was compared with.
The statement you upload
Statement periodJun 1 – Jun 30, 2026
Willow Studio LLCAccount ••••4821 · USD
Page 1 of 1
Account summary
| Date | Description | Withdrawals | Deposits | Amount | Balance |
|---|---|---|---|---|---|
| Jun 2 | Northstar Studio · Invoice 1042 | 3,200.00 | 3,200.00 | 11,450.00 | |
| Jun 4 | Workspace rent | 1,200.00 | −1,200.00 | 10,250.00 | |
| Jun 8 | Software subscription | 85.00 | −85.00 | 10,165.00 | |
| Jun 12 | Fieldwork Co. · Invoice 1043 | 1,850.00 | 1,850.00 | 12,015.00 | |
| Jun 19 | Contractor payments | 1,900.00 | −1,900.00 | 10,115.00 | |
| Jun 24 | Riverside Print · Invoice 1044 | 2,400.00 | 2,400.00 | 12,515.00 | |
| Jun 27 | Utilities | 376.50 | −376.50 | 12,138.50 |
Synthetic sample · fictional bank and account
What DocShape returns
The extracted amounts reconcile with balances or totals DocShape read from the statement. This does not confirm that every transaction, date or description was captured correctly.
5 passed
| Date | Description | Debit | Credit | Amount | Balance |
|---|---|---|---|---|---|
| Jun 2 | Northstar Studio · Invoice 1042 | 3,200.00 | +3,200.00 | 11,450.00 | |
| Jun 4 | Workspace rent | 1,200.00 | −1,200.00 | 10,250.00 | |
| Jun 8 | Software subscription | 85.00 | −85.00 | 10,165.00 | |
| Jun 12 | Fieldwork Co. · Invoice 1043 | 1,850.00 | +1,850.00 | 12,015.00 | |
| Jun 19 | Contractor payments | 1,900.00 | −1,900.00 | 10,115.00 | |
| Jun 24 | Riverside Print · Invoice 1044 | 2,400.00 | +2,400.00 | 12,515.00 | |
| Jun 27 | Utilities | 376.50 | −376.50 | 12,138.50 |
The workbook adds a Verification sheet with each check.
.xlsx.csv
Excel carries its own verification sheet. CSV is the data alone, in the same shape every time. A field the statement does not print stays blank, never filled in.
Processed on our server, encrypted in transit.
Every extracted row and the outcome of each check, before you export.
The same rows, as either of the two files below.
| Check | Status | Expected | Actual |
|---|---|---|---|
| Opening balance | Passed | 8,250.00 | 8,250.00 |
| Closing balance | Passed | 12,138.50 | 12,138.50 |
| Total credits | Passed | 7,450.00 | 7,450.00 |
| Total debits | Passed | 3,561.50 | 3,561.50 |
| Running balance sequence | Passed | 12,138.50 | 12,138.50 |
The rows, a summary, and every check with the figures it compared.
transaction_date,posted_date,description,direction,debit,credit,2026-06-02,,Northstar Studio · Invoice 1042,credit,,3200.00,2026-06-04,,Workspace rent,debit,1200.00,,2026-06-08,,Software subscription,debit,85.00,,2026-06-12,,Fieldwork Co. · Invoice 1043,credit,,1850.00,The data alone, for an import or a script that expects the same columns every time.
On a supported multi-account statement, one workbook covers every account; the CSV is one file per account.
Not every statement is a clean PDF. DocShape tells you what it could not read or check instead of pretending everything is correct.
Extracted rows
This statement could not be converted
This PDF's pages are images rather than selectable text, so the statement could not be read from them. Scanned statements are not supported yet. If your bank offers a text PDF of the same statement, that will work.
Could not be verified automatically
Opening— plus Credits7,450.00 minus Debits3,561.50 equals Closing—
5 checks · Unavailable
No separate DocShape account. Access is tied to a temporary key held in this browser session.
Storage. Persistent sensitive production storage is encrypted at rest.
External AI. No external AI service is used to convert statements. Scanned or photographed statements are refused: no text recognition (OCR) is used.
The public beta runs for a limited time, on a best-effort basis, and the upload on the homepage says whether it is open right now. It takes a text-based PDF statement of up to 10 MB and 8 pages; scanned statements are refused. The full converter remains a private, invite-only beta. No separate DocShape account is required.
It means the extracted amounts reconcile with balances or totals DocShape read from the statement. It does not mean the original bank statement has been authenticated, and it does not confirm that every transaction was captured once, or that dates, descriptions and amounts are on the right rows.
“Needs review” means one or more checks did not reconcile. Compare the rows with your statement — look for a missing credit, an extra debit, or an amount read incorrectly — before you export.
No. DocShape does not yet handle every layout. If it cannot safely extract a statement, it refuses rather than guessing or inventing data.
They are processed on the server. Files are temporary: completed jobs show the exact deletion deadline and can be deleted earlier; failed uploads are removed immediately. Uploads are encrypted in transit. No external AI service is used to convert statements in this beta. More is set out in the data handling section.
No external AI service is used to convert statements. Scanned or photographed statements are refused: no text recognition (OCR) is used.
Pricing after the private beta has not been announced yet. When a conversion has a price, the converter shows it before you pay.
Extract the transactions, review the verification status, and export to Excel or CSV.