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Convert PDF Bank Statements to CSV/Excel in 3 Clicks

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    receipt bot

    “Upload, Convert, and Download.” Easy, isn’t it? If you want to convert your PDF bank statements to CSV/Excel formats in these 3 clicks, Receipt Bot is there for you.

    To begin, head over to and click on the “sign-up” button. Fill out the required information, including your name and email address. If you’re using Receipt Bot for personal use, provide relevant details like your city, currency, and industry.

    Alternatively, you can integrate your account with popular accounting software like Xero, Sage, and QuickBooks for seamless invoice and receipt exporting. Once you’ve completed the sign-up process, you’ll be redirected to the Receipt Bot dashboard. Now you can play the game of 3 clicks. Here’s how:

    Click 1: Upload Your PDF Bank Statement&lt

    In the Receipt Bot dashboard, you’ll find various “upload options” for different types of documents, including purchase invoices, sale invoices, bank statements, and more.

    To convert your PDF bank statement, click on the “bank statements” option. Now, all you have to do is upload your PDF bank statement using the easy drag-and-drop feature or choose to upload it from your computer, Dropbox, or inbox email.

    Click 2: Convert and Download in CSV/Excel Format

    With your PDF bank statement uploaded, Receipt Bot will take care of the rest. Using over 40 advanced algorithms, it will process and extract the data from your bank statement. After a swift verification process, you’ll be notified that your conversion is complete.

    Click 3: Download Your PDF Bank Statement in CSV/Excel Format

    Now comes the exciting part! Simply click on the “Download” button, and pick CSV or Excel as your desired format. In just a matter of seconds, your CSV/Excel file will be ready for download.
    Why Choose Receipt Bot?

    There are 5 solid reasons to choose a Receipt Bot. The very first argument is its time-saving power. No more manual data entry. It automates the conversion process, saving you valuable time and effort.

    The second one is its 100% accuracy. As it works with over 41 algorithms, you can precisely extract data and reduce the risk of errors.

    The third point is its ease of use. The platform’s intuitive design makes it accessible for both beginners and experienced users.

    The fourth one is the data security guarantee. You can trust that your financial information is handled with utmost confidentiality.

    Last but not the least. It comes with an affordable pricing structure that’s truly unbelievable.

    Do I Need To Pay To Use Receipt Bot?

    Receipt Bot offers both free and paid plans, giving users the ease to choose the option that best suits their needs.
    Free Plan: Receipt Bot provides a free plan with basic features. Users can easily sign up/login or use the tool without any cost. The free plan typically comes with certain limitations, such as a limited number of credits for document conversions each month. For example, you may get 10 free credits per month, allowing you to convert 10 document files without charge.
    Paid Plan: The paid plans usually offer more credits, allowing users to convert more documents each month. Check the pricing here.

    Converting your PDF bank statements to CSV/Excel formats has never been easier. With Receipt Bot’s straightforward three-click process, you can transform your financial records effortlessly.

    • This topic was modified 1 month, 3 weeks ago by receipt bot.
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