How do I convert He PDF to CSV?

Upload your PDF statement, select CSV as output, review extracted transactions, and download the file for import into iCount.

Which accounting software supports CSV import?

Our CSV files work with iCount, Green Invoice, QuickBooks and other major accounting platforms in your region.

Is my bank data secure?

Yes. Files are encrypted in transit, processed securely, and deleted automatically. GDPR compliant.

Convert PDF to OFX: Universal Accounting Software Import Format

Convert your bank statements to OFX format compatible with QuickBooks, Xero, Sage and other accounting software. Complete guide.

Convert your bank statements to OFX format compatible with QuickBooks, Xero, Sage and other accounting software. Complete guide. This guide walks US business owners and bookkeepers through the practical steps, combining real-world workflows with IRS documentation requirements.

How does it work?

ClearVault offers tools to process PDF bank statements, invoices and other financial documents efficiently. Everything runs in your browser: no uploads to external servers, and files are automatically deleted after 24 hours.

Step by step

Upload a PDF document
Pick the desired output format
Verify the preview
Download or share the result

IRS compliance & record keeping

IRS record retention: 7 years. Official standard: QFX (Quicken), OFX and CSV.

Need to do this for many statements? Upload your PDF on the <a href="/en-us/">homepage</a> and get CSV, QBO or OFX in seconds.