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Stifel PDF statement converter

Convert Stifel bank statements to Excel and CSV

Upload a Stifel 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 Stifel PDF statement converter works

Whichever order your Stifel statement prints its columns in, each one still has to land in the right place once it reaches a spreadsheet. When the statement page is laid out in a grid, the engine recognises the columns at once: date, description, debit, credit and running balance. You can review the suggested mapping in a preview before export, and adjust a column assignment with one click if a statement uses an arrangement you prefer. Once the mapping is locked, every transaction row inherits it so you never have to realign fields partway through the file.

Should a description on your Stifel statement break across multiple lines of the printed page, that line break is not the same thing as a new transaction. If a transaction description wraps across two or three printed lines, the extraction treats those lines as a single logical row rather than splitting them into phantom entries. The running-balance check confirms that the combined row still ties to the statement's own printed closing figure, so a multi-line narration never causes a false mismatch or a silent omission in the export.

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