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Northern Trust PDF statement converter

Convert Northern Trust bank statements to Excel and CSV

Upload a Northern Trust PDF statement and get a clean, structured spreadsheet back, with dates, descriptions, amounts and running balance, in the order the bank printed them.

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How the Northern Trust PDF statement converter works

When a Northern Trust statement you need to convert spans more than one page, Convert·Into merges every page into a single transaction table rather than treating each page as its own file. A statement document that runs several pages long is not a problem. The engine reads across page breaks and continues the transaction table seamlessly. Rows that are split between the bottom of one page and the top of the next are stitched back together so the date, description and amount remain in their correct columns. The running balance is verified line by line, including across page boundaries. If a 3 is misread as an 8 anywhere in the chain the balance will not add up, and that row is flagged for review. The rest of the file is unaffected: you can review only the suspect row and carry on.

Once your Northern Trust statement is uploaded, what you get back depends on which export format you actually need next. Getting the file into the exact export format needed next is a single step. After verification, the tool maps the extracted columns into the output layout you select and writes the file. Choose Excel for a clean workbook with rows and columns you can filter and pivot. Choose CSV when the data must feed a script or a legacy system that expects plain text. Choose QBO if the ledger work happens in QuickBooks Online and you want the mapping handled automatically.

Input
Northern Trust PDF statements, scans and phone photos (JPG, PNG)
Output formats
PDF · XLSX · CSV · QBO/OFX
Region
United States · North America