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The public ConvertBank tool takes a PDF statement and produces a CSV preview and download. You do not need an account to try it. The result includes up to the first 50 transactions, so a longer statement needs a complete export before it can be used as a full accounting record.
Product correction, 14 September 2026: an earlier version described a different input or export flow. These steps describe the current public PDF-to-CSV tool. The original URL is retained so saved links continue to work.
Start with the right file
Use a Revolut PDF statement that you are authorised to process. Download the complete statement from your bank’s own app or website. If your bank already gives you a structured export that your accounting software accepts, consider using that file directly instead of converting a PDF.
The public tool accepts PDFs up to 4 MB. It does not accept CSV, Excel, QIF or OFX uploads. Text-based PDFs provide a better starting point than a low-quality scan. If a PDF is password-protected, unlock it in software you trust before uploading it.
Convert the PDF
- Open the PDF converter.
- Upload the Revolut PDF. The public flow does not require you to select a bank from a list.
- Wait for extraction. Time varies with document quality, layout and processing method.
- Review the rows and any limit or error message.
- Download the CSV. Check the number of rows included, especially if the statement has more than 50 transactions.
Do not change a CSV file extension to make it look like a different export type. A CSV file and an Excel workbook or accounting exchange file have different structures. The export guide explains current formats and plan boundaries.
Check the result
Keep statements for different currencies separate. Check that each amount belongs to the currency and account you intend to import.
For every statement, check:
- The dates and statement period.
- Descriptions that are split across lines or contain commas.
- Whether amounts are debits or credits.
- Missing rows, repeated page headers and duplicate transactions.
- The opening and closing balances, where available.
The standard CSV has Date, Description, Debit and Credit columns. A Category column can appear when categories are available. Running-balance checks depend on the figures in the PDF; a clean-looking table alone does not establish accuracy or completeness.
Import into your accounting software
Use the bank-statement import workflow for your own software edition. Select the correct account, check the date range and map the columns using that product’s instructions. Check for overlap with transactions already present from a previous import or bank feed.
Our accounting import guide links to official Xero, QuickBooks Online and Sage Accounting documentation. It also includes a fictional CSV sample you can inspect without uploading financial data. File compatibility does not mean ConvertBank connects or syncs directly with your accounting software.
If your layout needs attention
Bank names alone do not guarantee that every layout can be parsed. Check bank coverage, try a representative PDF and compare the output against the original. If rows are missing or amounts are wrong, contact support with the bank name and a description of the issue. Do not include statement contents in a general enquiry.
What happens to the data?
The standard conversion flow sends the PDF to servers for extraction. It does not save the original PDF in the conversion database. Signed-in conversions save extracted rows and metadata in account history. AI extraction or categorisation may involve processing providers, and documents you separately choose to supply for support can be stored and reviewed. Read the data-handling explanation before uploading.
Need more than the trial?
The free public download is limited to up to the first 50 transactions. Account plans have separate monthly allowances, formats and history retention. Check the current plan details and format guide before choosing a plan for a larger statement or a specific destination.
Ready to try your own statement?
Try a PDF without an account. The free preview and CSV download include up to the first 50 transactions. Review dates, amounts and completeness before using an export. Running-balance checks are available when the statement contains the necessary figures.