Getting started

Convert your first bank statement

Upload a bank statement PDF, check the balance result and export it to Excel, CSV, Xero or QuickBooks.

  1. Sign in and open Statements to Ledger from your dashboard (go there). Upload a bank or credit card statement PDF. Digital PDFs and scans both work. No account yet? Start free.
  2. PDFDrill reads every page and builds one list of transactions, in date order, with withdrawals as negative amounts.
  3. It works out the statement type (bank or credit card) and checks the statement. You'll see PASS or FAIL (what they mean).
  4. Review the rows. You can edit a date, description or amount and save it, and the checks re-run straight away. Each row shows the PDF page it came from.
  5. Export in the format you need.

Tip: start with one statement and check the result before uploading a full year.