Which bank statements can PDFGenie convert?

Updated

PDFGenie accepts bank statement PDFs from any bank, as long as you upload the file in the form your bank issued it — no template, no column mapping, no reformatting first. It reads dates, descriptions, money in and out, and running balances, and it handles tables that break across pages or rows that wrap onto a second line. The practical limits are the ones stated on the site: PDFs up to 50 MB, and password-protected files are unlocked in memory during conversion.

What "any bank" means in practice

The converter is not built around a fixed list of supported institutions. Instead of matching your statement to a known layout, it detects the structure of the table itself. That is why the site describes the input as "the statement exactly as your bank gives it to you."

What it extracts per transaction:

  • Date — converted to a real date value, not text
  • Description — the payee or narrative line
  • Money in / money out — amounts as real numbers
  • Balance — the running balance after each row

Each row is then checked against the running balance before you download. If a row doesn't reconcile, it is flagged for review rather than silently passed through — the sample output shows a "1 row to review" indicator alongside the converted transactions.

Formats and edge cases it is built to handle

Situation Handled?
Statements from any bank Yes — no bank list required
Multi-page tables Yes — tables spanning pages are read as one table
Wrapped rows Yes — rows that wrap are detected as a single transaction
Password-protected PDFs Yes — unlocked in memory, password not stored
File size Up to 50 MB
Output format Excel (.xlsx) or CSV

The two structural cases worth calling out are multi-page tables and wrapped rows. These are the usual reasons a bank statement breaks a generic PDF-to-spreadsheet tool: the header repeats on page 2, or a long description pushes the amount onto the next line. PDFGenie states it detects both, so you don't need to stitch pages together or clean up split rows yourself.

What it does not claim to do

The site does not publish a list of unsupported banks, nor does it promise to handle scanned image-only PDFs. Everything described is about reading the table structure of a statement PDF. If your statement is a flat scan with no selectable text, that is a different problem from the ones the page addresses, and you should test it with the free daily document before committing to a paid plan.

How to check your own statement

  1. Upload the PDF — use the file exactly as your bank provides it. Up to 50 MB.
  2. Let it read every row — dates, descriptions, money in/out, and balances are detected, including across page breaks.
  3. Review the reconciliation — check any rows flagged for review against your statement.
  4. Download Excel or CSV — real dates and numbers, ready for your spreadsheet.

You get 1 free document a day with no account, so the cheapest way to answer "will this work for my bank?" is to run one of your own statements through it and check whether every row reconciles. If a row is flagged, compare it against the source PDF before assuming the conversion failed — a flagged row is the tool telling you it could not verify that line, which is more useful than a silent mismatch.

Privacy conditions that affect which files you upload

Uploaded files and results are deleted automatically after 24 hours, or 72 hours if a conversion fails so the converter can be fixed. You can delete them yourself at any time. Conversion runs on PDFGenie's own servers with no AI services involved, and statements are never used to train AI models. Passwords for protected PDFs are never stored.

If your statement contains account numbers or balances you would rather not upload at all, that is a reason to redact before converting — the deletion window and the no-AI-training policy are the relevant conditions, and they are worth reading in full on the site's data-handling page before you send anything sensitive.