Guide

如何将 PDF 银行对账单转换为 Excel

通过私密流程将 PDF 银行对账单转换为 Excel：上传 PDF，审核日期、描述、金额和余额，然后下载 XLS。

Short answer

Use PDF-to-Excel conversion when the PDF statement is the source you have and you need transaction rows instead of page layout.

Use this workflow

  1. Upload the original PDF statement.
  2. Check that only transaction rows were extracted.
  3. Review dates, descriptions, amounts and balances against the PDF.
  4. Download the XLS file and keep the original PDF as the source record.