What you get
Excel-readable CSV.
The export is CSV rows you can open with Excel or another spreadsheet tool. Review the rows, amounts, and balances before using the file.
Scanned statement OCR
For image-heavy PDFs, AI Converter can use OCR fallback when configured. The result is a CSV that opens in Excel, not a guaranteed native Excel workbook.
Low-confidence scans should fail closed instead of inventing rows.
What you get
The export is CSV rows you can open with Excel or another spreadsheet tool. Review the rows, amounts, and balances before using the file.
OCR fallback
OCR can help with scanned or photo-based PDFs, but blurry pages, shadows, cut-off columns, and handwriting can still fail or require cleanup.
Workflow
Limits
Clean scans with visible columns work best. Password-protected, corrupted, very low-resolution, or unusual files may fail.
AI Converter is built around a simple rule: inspect the sample before trusting the full export. Upload a scanned bank statement PDF, then compare the OCR sample rows in the preview against the source — dates, descriptions, money in, money out, and the balance column when the PDF exposes it. If the rows, signs, or totals look off, stop there; the preview is the actual extraction you are paying for, not a marketing claim.
If the file cannot be read safely — wrong totals, missing rows, OCR noise, unreadable structure, or a route that does not fit — the conversion fails closed and you are not charged. Paid extraction jobs also include one automatic stronger redo. Review the preview before unlocking the full export.
Keep the original file until you have checked the result. Source files are stored privately for the preview, unlock, and redo window, then removed after failed extraction, completed redo, or the 24-hour source lifecycle. Use the fictional sample CSV to see the output shape before uploading customer or client data.