# ConvertExtrato - PDF to CSV/OFX Bank Statement Converter

> A web application that converts bank statements from PDF to CSV and OFX formats

## Purpose

ConvertExtrato is a tool that automatically extracts and organizes bank statement data from PDF files into clean, structured CSV and OFX files. The service is designed for individuals, small business owners, accountants, and freelancers who need to analyze their financial data efficiently.

## Core Features

- **PDF to CSV/OFX Conversion**: Upload bank statement PDFs and receive organized CSV or OFX files in seconds
- **Automatic Data Extraction**: AI-powered recognition technology extracts transaction data with 98%+ accuracy
- **Batch Processing**: Convert multiple bank statements at once to save time
- **Merge Statements**: Select multiple extracted statements and export them as a single merged CSV or OFX file with transactions sorted chronologically
- **OFX Export**: Export to Open Financial Exchange (OFX) format for direct import into accounting software and banking applications
- **Categorized Data**: Outputs clean, structured files ready for analysis in Excel or accounting software
- **Company Statement Support**: Extracts document/reference numbers (check numbers, PIX IDs) for company bank statements
- **Transaction Categorization**: AI-powered automatic categorization of transactions
- **Instant Download**: Immediate access to converted files after processing
- **Security & Privacy**: Data is processed and deleted within 24 hours; no data sharing
- **Multi-language**: Available in Portuguese (Brazil), English, and Spanish

## Export Formats

### CSV
- Semicolon-delimited for international compatibility
- UTF-8 with BOM for Excel compatibility
- Columns: Date, Description, Transaction Type, Category, Amount, Balance
- Optional Document column for company accounts

### OFX (Open Financial Exchange)
- OFXSGML format (OFX 1.0.2)
- Includes account details, transaction list, and closing balance
- Unique FITID for each transaction
- Currency support: BRL, USD
- Compatible with accounting software, financial management tools, and banking applications

## Merge Feature

- Select multiple extracted bank statements from the admin panel
- Export all selected transactions as a single merged CSV or OFX file
- Transactions are sorted chronologically by date
- Handles both personal and company statements in merged exports

## Free Tier

- Convert up to 10 pages of bank statements per month
- Standard processing speed
- Basic data extraction
- Email support

## Supported Banks

Supports bank statements from multiple countries:

### Brazil
Banco da Amazônia, Banco do Brasil, Banco Grafeno, Banco XP, Bradesco, BMP, Banrisul, Caixa Econômica, C6 Bank, Cresol, CloudWalk, Contabilizei Bank, Itaú, Inter, Nubank, Santander, SumUp, PagBank, PagSeguro, PicPay, Unicred, Uniprime, Sicoob, Sicredi

### Portugal
BPI, Caixa Geral de Depósitos, ActivoBank, Montepio, Millennium BCP, Crédito Agrícola

### Colombia
Bancolombia, Davivienda

### United States
Chase

### Spain
Bankinter

## Target Audience

- Small business owners managing expenses
- Certified accountants requiring precision and speed
- Freelancers tracking income and expenses
- Individuals organizing personal finances
- Anyone needing to convert bank statements for analysis

## How It Works

1. **Upload**: Drag and drop or select PDF bank statement from device
2. **Process**: System automatically analyzes and extracts transaction data using AI
3. **Download**: Receive organized CSV or OFX file ready for import into Excel, accounting software, or analysis tools

## Key Benefits

- **Time Savings**: Converts statements in seconds instead of hours of manual data entry
- **High Accuracy**: AI-powered recognition ensures 98%+ precise financial data extraction
- **100% Secure**: Maximum privacy with data deletion within 24 hours and no data sharing
- **Ready for Analysis**: Files are immediately usable in spreadsheet and accounting software
- **Flexible Export**: Choose between CSV for spreadsheets or OFX for accounting software

## Use Cases

- Expense tracking and analysis
- Financial record keeping
- Accounting and bookkeeping
- Tax preparation
- Budget analysis
- Financial reporting
- Importing statements into accounting software via OFX
- Consolidating multiple bank statements into a single file

## Website Structure

- Homepage: Main conversion interface with drag-and-drop upload
- Admin panel: File management, preview, merge, and export
- Features section: Detailed benefits and capabilities
- How it works: Step-by-step process explanation
- Pricing: Free and paid tier information
- Testimonials: User reviews and feedback
- FAQ section: Common questions and answers
- Feedback form: User suggestions and improvements

## API docs

Partners can call the conversion from their own servers. Each page has a Markdown copy at the `.md` URL, also served for `Accept: text/markdown`.

- [Convert Statement API](https://convertextrato.com/developers.md): Convert bank statement PDFs and images into structured transactions from your own server.
- [Authentication](https://convertextrato.com/developers/authentication.md): API keys, permissions, plans, quotas and rate limits.
- [Jobs](https://convertextrato.com/developers/jobs.md): Upload statements, poll results, list and delete Jobs.
- [Errors](https://convertextrato.com/developers/errors.md): The error format and every error code.
- [MCP server](https://convertextrato.com/developers/mcp.md): Let AI agents convert statements through the Model Context Protocol.
- [llms-full.txt](https://convertextrato.com/llms-full.txt): All API docs in one file.

## Language

Primary language: Portuguese (Brazil)
Also available in: English, Spanish

## Contact

Contact form: https://convertextrato.com/contato

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*This llms.txt file helps AI bots understand the ConvertExtrato service for accurate information retrieval and assistance.*