ReconReadyby Bluubin
After the PDF is converted

A clean CSV is the start.
The destination sets the rules.

Use these guides to check columns, dates, signs, and balances before the converted rows enter your spreadsheet or accounting product.

Guidance, not partnership or certification

01Choose a destination
01

Prepare bank-statement rows for a Sage or Pastel workflow

A clean working CSV prepared for mapping—not an unsupported one-click import promise.

Open workflow guide
02

Prepare a converted statement for a Xero import workflow

A reviewed CSV with the source period and transaction direction checked.

Open workflow guide
03

Prepare PDF statement data for QuickBooks

A clean source CSV ready for field mapping and controlled testing.

Open workflow guide
04

Turn bank-statement PDFs into rows for Excel

Readable dates, descriptions, debit or credit values, and balances in columns.

Open workflow guide
02The controlled handoff

Keep a working copy between extraction and import.

Preserve the original output, make destination-specific changes in a duplicate, and test a small period before importing the full history.

Working CSV
01

Preserve source

02

Map a copy

03

Test a small period

10 pages / free trial

Convert once. Prepare carefully for the destination.

Start with a clean generic CSV, then use the guide that matches the accounting step ahead.