CSV conversion
Convert Bank Statements to CSV
Create a clean CSV export from bank statement PDFs when you need portable transaction data for accounting imports or custom workflows.
Why CSV matters
CSV is useful when bank feeds fail, when accounting tools need imports, or when a finance team wants a simple data handoff.
Clean column structure
PrizmView keeps statement data in predictable columns so downstream tools can map dates, descriptions, amounts, and balances.
Review before import
Users should review the imported data inside your accounting system after export, especially when payee names or categories are later transformed.
Questions answered before export
Can I review transactions before export?
Yes. PrizmView opens extracted rows in review before users export spreadsheet files.
What export formats are supported?
The current product supports XLSX, CSV, QuickBooks CSV, and Xero CSV exports.