Motive Financial · PDF → Excel & CSV

Convert Motive Financial Bank Statement to Excel & CSV

Your accountant wants a spreadsheet, not a PDF. StatementSheet turns a Motive Financial statement into a clean Excel file with the columns already aligned.

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🔒 Parsed in your browser ✓ Balance reconciliation 🏦 Generic parser

Motive Financial statements are handled by our generic geometry parser, which detects the header row, infers the columns, and reconstructs each transaction regardless of the exact layout Motive Financial uses.

Canadian statements mix MDY and DMY date styles; the parser resolves the order from the data itself. Every conversion runs a balance reconciliation: the running balance is walked row by row and debits and credits are tied to the ending balance, so a green “Reconciled” badge tells you the export is complete.

Motive Financial doesn't have branches to visit, so the PDF is the source of truth — download it from the Motive Financial app or web dashboard, then drop it in below. Parsing happens entirely in your browser and the file is never uploaded.

How to convert your Motive Financial statement

1

Download the PDF

Save your Motive Financial statement as a PDF from online banking.

2

Drop it above

The transactions are parsed locally in your browser.

3

Review the badge

Green means it reconciled; amber highlights rows to check.

4

Download

Export a clean .xlsx or CSV for Excel, QuickBooks or Xero.

Supported formats

Export to PDF Bank Statement to Excel · PDF Bank Statement to CSV · Scanned Bank Statement to Excel · Credit Card Statement to Excel.

Motive Financial statement FAQ

Is my Motive Financial statement uploaded to a server?

No. Text-based Motive Financial PDFs are parsed in your browser with JavaScript, so the file never leaves your device. Scanned statements are OCR'd on-device too.

Which Motive Financial account types work?

Checking, savings and credit-card style Motive Financial statements all work. The parser reads the transaction table regardless of account type and reconciles the running balance where one is present.

Can I export Motive Financial transactions to CSV for QuickBooks or Xero?

Yes. Download a clean CSV with consistent Date, Description, Debit, Credit, Amount and Balance columns that imports directly into QuickBooks, Xero, Wave or Excel.

What if a row looks wrong?

Any row that breaks the running balance is highlighted in the editable preview grid. Fix the cell inline and your correction flows straight into the .xlsx and CSV download.

Convert other banks

See all supported banks →