What is PDFGenie and what does it do?

PDFGenie is a web tool that converts bank statement PDFs into Excel or CSV spreadsheets. You upload a statement exactly as your bank issues it — no templates or column mapping — and it extracts each transaction with its date, description, money in and out, and running balance, then checks every row against that balance before you download. It's aimed at freelancers, bookkeepers, and accounting teams who need statement data in a usable spreadsheet without retyping it.

What it actually produces

The output is a clean spreadsheet, not a text dump. Dates and amounts come through as real dates and numbers rather than strings, which matters if you plan to sort, sum, or import the file into accounting software.

A sample row set from the site looks like this:

The reconciliation step is the distinguishing feature: each extracted row is verified against the statement's running balance, so a row that doesn't add up is flagged rather than silently passed through. The site describes this as "1 row to review" in its example, implying you get a review signal rather than a silent failure.

How the conversion works

Three steps, and the input is the statement as your bank gives it to you:

1. Upload the PDF — up to 50 MB, no template or column setup.
2. Extraction runs — dates, descriptions, money in/out, and balances are detected even when tables span pages or rows wrap across lines.
3. Download Excel or CSV — real dates and numbers, with every row checked against the running balance first.

The site claims it works with statements from any bank, which is the main reason no column mapping is needed. If your bank's layout is unusual, that's the assumption worth testing on your own first statement.

Privacy and file handling

• Uploaded files and results are auto-deleted after 24 hours, or 72 hours if a conversion fails (so the converter can be fixed).
• You can delete files yourself at any time.
• Conversion runs on PDFGenie's own servers with no AI services involved, and statements are not used to train AI models.
• Password-protected PDFs are unlocked in memory; the password is never stored.

If your statements contain account numbers or client details you'd rather not upload anywhere, these terms are the ones to weigh — the retention window is short and self-service deletion is available, but the file does leave your machine.

Pricing: pages, not seats

PDFGenie charges by page (one page of a PDF), not per user. Credits refresh monthly on subscriptions, and you can cancel any time.

Annual billing is listed at a 50% saving. If you only need it occasionally, one-off page credits never expire:

• 100 pages — $9 (9.0¢ per page)
• 300 pages — $19 (6.3¢ per page)
• 1,000 pages — $49 (4.9¢ per page)

The site also states 1 free document per day, no account required, which is enough to test whether your bank's statements convert cleanly before paying.

When it's a good fit — and when it isn't

Good fit:

• You have bank statement PDFs and need them as sortable, summable spreadsheets.
• You process statements from multiple banks and don't want to build a template per bank.
• You want a balance check built into the extraction rather than doing it manually.
• Your volume is seasonal (tax season, a loan application), where non-expiring credits beat a subscription.

Poor fit:

• You need ongoing, high-volume automation via API — nothing in the available material describes an API.
• Your source documents aren't bank statements; the extraction is tuned for statement tables with running balances.
• You can't upload financial documents to a third-party server at all, regardless of retention terms.

The practical test

Before committing to a plan, run one statement through the free daily document and check three things: whether every transaction appears, whether the running balance reconciles without flagged rows, and whether the dates and amounts behave as numbers in Excel. That single test tells you more about fit than any feature list, because the whole value of the tool rests on extraction accuracy for your specific bank's layout.