Match your import template
Ask for the exact column names and order your accounting tool, CRM or database expects.
PDF to CSV
Turn PDF tables into clean CSV files with one header row, consistent dates and plain numbers, ready to import. Rename, split or add columns in plain language before you export.
First 20 pages free
| Date | Description | Amount | Balance |
|---|---|---|---|
| 03/02 | ACME PAYROLL | 3,200.00 | 7,450.00 |
| 03/04 | CITY POWER CO | -142.80 | 7,307.20 |
| 03/07 | UBER *TRIP | -38.50 | 7,268.70 |
| 03/11 | DELTA AIR 0062 | -486.20 | 6,782.50 |
| 03/15 | OFFICE DEPOT | -219.99 | 6,562.51 |
| 03/18 | MARRIOTT HOTEL | -312.40 | 6,250.11 |
| Date | Description | Amount | Balance | |
|---|---|---|---|---|
| 2 | 03/02 | ACME PAYROLL | 3,200.00 | 7,450.00 |
| 3 | 03/04 | CITY POWER CO | -142.80 | 7,307.20 |
| 4 | 03/07 | UBER *TRIP | -38.50 | 7,268.70 |
| 5 | 03/11 | DELTA AIR 0062 | -486.20 | 6,782.50 |
| 6 | 03/15 | OFFICE DEPOT | -219.99 | 6,562.51 |
| 7 | 03/18 | MARRIOTT HOTEL | -312.40 | 6,250.11 |
Step 1 of 6 Tables are found on every page and read into clean rows.
Why structure matters
A CSV is only useful if your next tool can import it without cleanup.
| What you need | Basic PDF to CSV | RowSpeak |
|---|---|---|
| Header row | Titles and repeated headers mixed into the data | Exactly one header row |
| Numbers | 1,234.50 and currency symbols kept as text | Plain numbers like 1234.50 |
| Dates | Whatever the PDF shows | One format, such as YYYY-MM-DD |
| Columns | Fixed to the PDF layout | Renamed, split or added to match your import |
| Multi-page tables | One file per page, or broken rows | One continuous file |
| Checks | None | Row counts and totals checked against the PDF |
What you get
Ask for the exact column names and order your accounting tool, CRM or database expects.
Currency symbols and thousands separators are removed, negatives are kept and dates use one format.
Scanned pages are read with OCR before export.
Image to ExcelRows from every page go into one CSV, with repeated headers removed.
Ask, for example, "How many rows have an empty date?" and fix problems before the import fails.
Keep formatting, logos and colors with an editable Excel file.
PDF to ExcelUse cases
The problem: Your accounting software wants a CSV with specific columns, but the bank only gives you a PDF.
With RowSpeak: Date, Description and Amount columns in the format your software imports.
Bank statement PDF to ExcelTry this prompt
“Convert this statement to CSV with the columns Date, Description, Amount. Use YYYY-MM-DD dates and negative numbers for money out.”
The problem: Line items from many invoices need to go into an ERP or a spreadsheet database.
With RowSpeak: One row per line item, with invoice number and vendor on each row.
PDF invoice to Excel guideTry this prompt
“Export every invoice line item as CSV with the columns InvoiceNumber, Vendor, Item, Qty, UnitPrice, Amount.”
The problem: Data locked in PDF reports can't be loaded into Python, SQL or BI tools.
With RowSpeak: Tidy, long-format CSV that loads cleanly.
Try this prompt
“Turn this table into a long-format CSV with the columns Region, Quarter, Sales. Write sales as plain numbers.”
A native or scanned PDF. Tables are found on every page.
Keep the PDF's columns, or describe the CSV your import needs.
Review the rows, then download the CSV file.
Paste one into RowSpeak after you upload your PDF.
Export as CSV with these columns in this order: Date, Reference, Description, Amount.
Remove currency symbols and thousands separators. Use a dot as the decimal separator.
Combine the table from all pages into one CSV and remove repeated headers.
Unpivot the year columns into Year and Value columns.
Upload the PDF, keep or describe the columns you need, and download the CSV. RowSpeak finds the tables on every page and turns them into clean rows.
CSV is plain text for imports and data tools, so it keeps only values. Excel keeps formatting, colors, several sheets and formulas. Use PDF to Excel when you want to keep the look of the document.
Yes. Scanned pages are read with OCR before export.
Yes. Describe the columns, order and date format your import needs, and the CSV is built to match.
Yes. Rows from every page are joined into one file, and repeated headers are removed.
Your first 20 pages are free.
Keep formatting, logos and colors in an editable Excel file.
OpenClean transactions with debit and credit columns and a balance check.
OpenWays to pull tables out of a PDF without paying for Acrobat.
OpenChecks to run on a converted file before you trust the numbers.
OpenFirst 20 pages free. Upload a PDF and download a clean, import-ready CSV.
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