Optimized for Wealthsimple 2026

Convert Wealthsimple Statements to Excel.

Stop fixing formatting errors manually. Our model specifically handles Wealthsimple layouts with complex vector graphics .

Detects and fixes: Text not recognized or garbled characters
Handles: Perfect for parsing crypto and stock dividend rows into clean Excel format.

Built for finance workflows

Bank statements Mortgage underwriting Bookkeeping Audit prep
Wealthsimple logo Wealthsimple Parser
Upload → Preview → Export

Drag & drop Wealthsimple statements

PDF, JPG, PNG up to 50MB

Example 2024-01-Wealthsimple-Statement.pdf
Upload Wealthsimple statement

Scan statement

Capture pages and upload in one batch.

Starting camera…

Camera unavailable

Captured pages

Add multiple photos, then upload.

Tip: Keep all edges visible and hold the page steady.

Encrypted uploads Auto-deletion policy

Accuracy comparison

Generic OCR vs a Wealthsimple-tuned model

Most converters treat statements like plain text. We preserve the table structure so your Excel is audit-ready.

Generic OCR

Fast, but brittle for multi-page statements.

  • Column drift when headers repeat or fonts change mid-page.
  • Missing rows when footers overlap or tables are “invisible”.
  • Manual cleanup to reconcile debits/credits and dates.

Typical outcome

15–30 minutes of fixes in Excel per statement.

PDF2TEXT.AI – Wealthsimple model

Recommended

Tuned to the statement layout used by Wealthsimple.

  • Layout fidelity that keeps columns aligned across pages.
  • Detects complex vector graphics and fixes Text not recognized or garbled characters.
  • Audit-ready Excel with dates, descriptions, and amounts in the right columns.

Typical outcome

Clean output in seconds, ready for underwriting and reconciliations.

Speed

~3s

Upload statement

Prefer CSV? Download it free

3 steps inside Wealthsimple online banking.

Open Wealthsimple login
1

Log in to your Wealthsimple account

2

Navigate to the 'Documents' section

3

Select the desired report and click 'Download CSV'

Only have a PDF? Upload instead

Upload is encrypted in transit.

Bank-specific signals

How we parse Wealthsimple statements

The PDF uses complex vector graphics and embedded fonts, making text extraction challenging.

Layout quirk

complex vector graphics

We reconstruct the table grid so columns stay aligned.

Auto-fixes

Text not recognized or garbled characters

Auto-corrected

Excel output

  • Date
  • Description
  • Debit / Credit
  • Balance

FAQ

Questions accountants ask

Why does Wealthsimple PDF conversion fail in Excel?

Generic converters fail because Wealthsimple often uses The PDF uses complex vector graphics and embedded fonts, making text extraction challenging.. Our bank-specific model recognizes this layout and keeps columns aligned.

Do you support scanned (image) statements?

Yes. We run OCR on images and scanned PDFs, then reconstruct tables so the spreadsheet matches the original statement structure.

How far back does Wealthsimple keep statements?

Most banks provide 12–24 months online and may keep older statements available by request. Check the statements archive or contact support for older periods.