Resources
From a PDF to useful records.
Practical help for the next step in your workflow. Find your bank, review the output and bring the right file into your accounting software.
Find your bank
Check known bank names, layout limitations and the right place to start with your PDF.
Browse bank guidanceChoose an export and import it
See a real CSV example and follow the documentation for Xero, QuickBooks Online or Sage Accounting.
Read guideGet unstuck
Find help with failed conversions, incomplete rows, accounts, billing and data questions.
Open supportCompare conversion tools
Use the same statements and checks to compare the tools you are considering.
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Bank guides, file formats and accounting workflows in one searchable place.