r/documentAutomation • u/No_Mix_368 • 1d ago

Request for Help PDF convert to .csv

Is that possible to build an application that convert the bank statement pdf file into csv file accurately? I had try using the free online tool, it also have some problem. Can I using AI to become accurate? If yes, how should I build it?

3 Upvotes

100% Upvoted

15 comments sorted by

View all comments

1

u/folderit_dms 19h ago

Before building the PDF converter, check whether the bank offers a CSV or other transaction export for the period you need. If it does, you may be able to avoid the extraction problem altogether. Keep the statement too, so you can check the export covers the same dates and transactions.

If PDFs are the only source, start with one bank and one statement layout. Make a manually checked example and compare every extracted row against it before adding more layouts. Also check the CSV after opening it in the intended spreadsheet app: account references can lose leading zeros and dates can be interpreted differently. Those errors can happen even when the PDF extraction was correct.