First, EXTRACT the data from the PDF into Excel.
I can do this for you or you can do it yourself using this software: PDF to Excel converter
Next, MANIPULATE the data into a Statement Converter-compatible layout.
The data must be arranged to match the format specified for one of the bank-specific converters or the generic converter. This step is particularly time-consuming. If doing it yourself, plan to spend at least an hour per statement; I can do it faster because I have special tools to automate it.
If doing it yourself, you’ll need the Statement Converter program. If I do it, you don’t need the software.
Support for do-it-yourself is available with a Quick Start support session. Alternatively, you can use my Conversion Service for quick, accurate turnaround at an affordable cost, without buying software.
The data imported perfectly!!! You are a lifesaver. It was well worth it to have you do this for me -- I would have gone bonkers. I would be more than willing to recommend you. Thanks so very much. — Stephanie Walker
Let me tell you, the converted bank statement import has saved me a ton of time! You made my life so much easier with this service. I would probably still be loading data, if it wasn’t for you. The process was wonderful. Quick, efficient and effective. The price/value I believe is fair. Thank you for making my life easier. — Michelle Leonard