USE CASE

Extract your bank statement PDFs into structured CSV

Automatically transform your PDF bank statements into usable CSV files. Dates, descriptions, debit/credit amounts, balances: every transaction is extracted and ready for bank reconciliation.

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THE PROBLEM

The Problem

Banks provide account statements as PDFs, often locked and not directly usable in spreadsheets or accounting software. Bank reconciliation requires manually re-entering each transaction: copying dates, truncated descriptions, debit and credit amounts, and verifying running balances. For an accounting firm managing dozens of clients, this repetitive task consumes hours every week and is a major source of reconciliation errors and mismatched entries.

THE SOLUTION

The Orchestria Solution

Orchestria analyzes your bank statement PDFs using artificial intelligence. The system automatically identifies the tabular structure of the statement, extracts each transaction line with its transaction date, value date, full description, debit or credit amount, and running balance. The result is a clean, structured CSV file, directly usable for bank reconciliation in your accounting software.

HOW IT WORKS

Step-by-step workflow

1. Upload your bank statement PDFs

Upload one or more bank statement PDFs. Orchestria supports statements from all major banks: Chase, Bank of America, Wells Fargo, Citi, HSBC, Barclays, Lloyds, NatWest, and hundreds more.

2. Transaction detection and extraction

The AI automatically detects the statement structure, identifies column headers, and extracts each transaction: transaction date, value date, description, reference, debit amount, credit amount, and running balance.

3. Cleaning and normalization

Descriptions are cleaned and standardized. Amounts are formatted correctly with proper decimal separators and signs. Dates are standardized to ISO format or your preferred format.

4. CSV export for reconciliation

Download the structured CSV ready to import into your reconciliation software. Compatible with Sage, QuickBooks, Xero, FreshBooks, and automated reconciliation tools.

All major banks supported

Orchestria has been trained on statement formats from major banks worldwide:

US banks: Chase, Bank of America, Wells Fargo, Citi, US Bank, PNC, Capital One
UK banks: HSBC, Barclays, Lloyds, NatWest, Santander UK, Nationwide
International: Deutsche Bank, BNP Paribas, ING, UBS, Standard Chartered
Online banks: Revolut, Monzo, N26, Starling, Wise
Business accounts: commercial banking statements with multi-currency support

The AI also adapts to statements from regional banks, credit unions, and any financial institution that provides PDF statements.

Faster bank reconciliation

The CSV generated by Orchestria is optimized for bank reconciliation:

Cleaned descriptions: internal bank codes removed, useful information preserved for easier matching
Normalized amounts: clear debit/credit separation, numeric format ready for formulas and imports
Standardized dates: transaction date and value date in your preferred format
Running balance: automatic line-by-line balance consistency verification

Import directly into your accounting software and launch automated reconciliation.

100 executions/month, no credit card required

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