Bank statement PDFs into Zoho Books
Zoho Books imports bank statements as CSV. We turn the PDF into that CSV, check the maths, and you map the columns once in Zoho.
Export Bank Statement converts a bank statement PDF into a CSV with date, description, debit, credit and balance columns that Zoho Books can import. Every conversion is checked against the statement's closing balance first. There's no live Zoho connection: you download the CSV and import it from the bank account's Import Statement option in Zoho Books. The Zoho CSV is free.
- check_circleChecked to the closing balance
- check_circleScanned PDFs too
- check_circleFiles deleted after processing
From PDF to Zoho Books in four steps
Convert the statement
Upload the PDF. No sign-in needed for the CSV.
Check the result
See whether the statement reconciled, and fix any misread figure in place.
Download the CSV
Clean columns, one row per transaction.
Import in Zoho Books
Open the bank account, choose Import Statement, and map the columns.
A file import, not a live connection
What you get with Zoho Books
Checked before import
Opening balance plus credits minus debits must equal the printed closing balance. If it doesn't, you know before Zoho does.
Free to use
The CSV export doesn't need a paid plan. The daily free allowance is five conversions without an account, twenty when signed in.
Indian statements handled
Many Indian e-statements arrive password-protected. They're unlocked in your browser, and the password never leaves your device.
Scans too
Photographed and scanned statements go through OCR and the same balance check as a digital PDF.
Files Zoho Books can import
Zoho Books CSV
Date, description, debit, credit and balance.
Excel
If you want to review the figures first.
Tally XML
If the same client also runs Tally.
Paid plans start with Starter. See pricing for your currency.
Frequently asked questions
Is there a Zoho Books API connection?expand_more
No. This works through Zoho's statement import. You download a CSV and import it, so we never need access to your Zoho organisation.
Is it free?expand_more
Yes. Converting and downloading the Zoho Books CSV is free within the daily limit: five conversions without an account, twenty when signed in.
Will I need to map columns in Zoho?expand_more
Zoho asks you to confirm which column is which the first time. The CSV uses plain headers, so the mapping is quick.