Convert Simplii Financial Bank Statement to Excel & CSV
Copy-pasting a Simplii Financial PDF into a spreadsheet scrambles the columns. StatementSheet reconstructs them so every transaction lands in the right cell.
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Simplii 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 Simplii Financial uses.
Canadian statements mix MDY and DMY date styles; the parser resolves the order from the data itself. The parser then reconciles the statement automatically — it walks the running balance transaction by transaction and confirms debits and credits tie out to the ending balance, flagging anything that doesn't.
Simplii Financial doesn't have branches to visit, so the PDF is the source of truth — download it from the Simplii 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 Simplii Financial statement
Download the PDF
Save your Simplii Financial statement as a PDF from online banking.
Drop it above
The transactions are parsed locally in your browser.
Review the badge
Green means it reconciled; amber highlights rows to check.
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.
Simplii Financial statement FAQ
Is my Simplii Financial statement uploaded to a server?
No. Text-based Simplii 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 Simplii Financial account types work?
Checking, savings and credit-card style Simplii 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 Simplii 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.