Guide

PDF 银行对账单与银行 CSV 导出比较

比较 PDF 银行对账单、银行 CSV 导出和 XLS 转换流程，帮助你为会计和审核选择正确的数据来源。

Short answer

A complete bank CSV is usually the cleanest source. Convert the PDF when CSV is unavailable, incomplete or outside the needed date range.

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.