How to Use PDF Statements Converter: A Guide for Noobs
Welcome to PDF Statements Converter! 🎉 If you’ve ever struggled with messy, unstructured PDF statements and wished for a simple way to turn them into clean, organized data, you’re in the right place. Our friendly web app is designed to make your life easier—whether you’re a solo user, a small business, or a large enterprise.
What is PDF Statements Converter?
PDF Statements Converter is your go-to tool for transforming unstructured PDF data into neat, structured files. With just a few clicks, you can clean up your data and export it in formats like Excel, CSV, or OFX (Open Financial Exchange). No more manual data entry or wrestling with complicated software!
Getting Started: Account Types
We offer several account types to fit your needs:
- Trial
- Pre-Paid
- Pro
- Pro+
You can check out our pricing page to find the best fit for you.
How It Works
For Trial or Pre-Paid Accounts
- Account Type: `Trail` or `Pre Paid` - Start by selecting your account type. Trial and Pre-Paid flows are also available to business accounts!
- Upload & Extract - Upload your PDF statement. The app will extract the data into rows for you.
- Define Headers - Drag and drop to select and organize your header row. Super easy!
- Clean Data - Remove any noise like extra headers, footers, or irrelevant info.
- Map Data - Drag and drop data values into the correct columns to structure your data.
- Export - Review your structured data and download it as a clean Excel file. Voilà !
For Pro and Pro+ Accounts
- Account Type: Pro
- Upload & Automatically Process - Just upload your statement and let our service do the heavy lifting. Your data is processed automatically!
- Export - Download your clean file in Excel, CSV, or OFX format.
For Pro+ Accounts: API Automation
- Account Type: Pro+
- Use the RESTful API - Automate your PDF processing by posting files to our API. Download the results once processing is complete. Perfect for high-volume needs!
Why You’ll Love It
- User-Friendly: No tech skills required—just drag, drop, and download.
- Flexible: Multiple account types and export formats.
- Time-Saving: Say goodbye to manual data entry.
- Secure: Your data is handled with care.
Ready to Get Started?
Jump in and start structuring your PDF data today! Begin Structuring Data
Happy converting! 😊
Cheers!