Extract Transaction Rows from Locked Bank Statements to Excel
Convert scanned bank statements, credit card PDF screenshots, or paper ledger pages into clean Date, Description, Debit, Credit, and Balance columns.
| Item | Details | Amount |
|---|
Can the exported CSV be imported into QuickBooks, Xero, or Wave? +
Yes. The output follows the standard 4-column Date, Description, Amount, and Balance structure accepted by major accounting suites.
What specific fields does the Bank Statement CSV parser extract automatically? +
For Tax & Accounting workflows, this parser automatically extracts header metadata (Institution, Statement Period, Total Debits, Total Credits, Ending Balance) alongside line-item table columns (Date, Transaction Description, Reference / SKU, Debit / Charge, Credit / Balance) into an editable spreadsheet.
Can I edit the extracted Bank Statement CSV cells before downloading CSV or Excel? +
Yes. Every cell in the Bank Statement CSV output grid is inline-editable like Excel. You can revise numbers, filter rows, or append multiple scans into your local Monthly Vault before exporting to UTF-8 CSV, XLS, JSON, or Xero Automated Bank Feeds.
Does Bank Statement CSV store my uploaded documents on a remote database? +
No. VisionDock processes images transiently through an encrypted multimodal edge pipeline and stores your scan history and Monthly Vault strictly inside your own browser's localStorage for zero-storage privacy.
| Capability | VisionDock v3 | Legacy OCR |
|---|---|---|
| Crumpled / Handwritten | Multimodal Vision | Fails on skew |
| Column Table Mapping | Auto CSV/XLS Grid | Flat unformatted text |
| Inline Cell Edit & Sum | Built-in Spreadsheet | Read-only text |
| Account Requirement | Zero-Signup (5/day) | Email wall |
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