Upload a Investec PDF statement, check the extracted transactions, and download them as Excel or CSV. The workflow handles fee rows and running balances.
Private workspace. HTTPS upload. No credit card needed.
$9 for 25 pages, one-off, no subscription. See pricing
98% of numbers correct on 82 hand-checked pages How we measure
Drop the PDF into the uploader on this page. Scanned statements and phone photos work too. The extracted rows open next to the statement so you can check them.
Export the rows as an Excel workbook, a plain CSV file, or a CSV laid out for QuickBooks or Xero import.
One row per transaction, with separate debit, credit, and running balance columns. The rows below are made-up sample data, not a real statement.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-01-02 Salary - Example Employer Ltd | Salary - Example Employer Ltd | 2,500.00 | 3,500.00 | |
| 2026-01-05 Card payment - Sample Grocery Co | Card payment - Sample Grocery Co | 120.00 | 3,380.00 | |
| 2026-01-09 Rent - Placeholder Properties | Rent - Placeholder Properties | 1,200.00 | 2,180.00 | |
| 2026-01-14 Transfer from savings | Transfer from savings | 300.00 | 2,480.00 | |
| 2026-01-20 Utility bill - Demo Energy Co | Utility bill - Demo Energy Co | 80.00 | 2,400.00 | |
| 2026-01-27 Card payment - Fictional Coffee Co | Card payment - Fictional Coffee Co | 15.00 | 2,385.00 |
Supported input and export formats
Investec private bank statements open as PDF files from Investec Online, and stamped versions are available for official use. Statement PDFs also print a running balance beside every transaction and list bank fees as separate rows, so copy-paste into Excel merges amounts, balances, and descriptions.
| Date | Description | Amount |
|---|---|---|
| 2025-02-05 | CARD PURCHASE VIRGIN ACTIVE | −R1,150.00 |
| 2025-02-14 | TRANSFER FROM PRIME SAVER | +R25,000.00 |
Stamped statements
Balance column
These extraction rules prepare rows for human review
Stamped statements add a bank stamp or verification block near the transaction …
Monthly account fees and transaction charges stay as their own rows so the bala…
Amounts printed with an R prefix, spaces, or commas as thousands separators are…
Output and review
Use the output as a review workspace before importing it anywhere. The source statement stays visible while you confirm fields and download the format your accounting workflow expects.
Compare manual copy-paste cleanup with structured extraction for Investec statements
Copy-paste from PDF
Depends on page count, layout, and review needs
Manual cleanup required
Descriptions split into rows
Typos, misaligned columns
No source verification
Reviewable extraction
Extraction starts after upload and returns reviewable rows
Standardized for review (YYYY-MM-DD)
Descriptions joined for review
Check amounts against the source statement
Source statement kept nearby
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Originals and extracted results remain in your private workspace for review and export. Contact support to request deletion.
Uploaded originals and generated previews are checked against the owning account or workspace before delivery.
Answers to common questions about bank statement PDF conversion
Preview one statement free, up to five pages, review the extracted rows, then buy a page pack for this statement or choose a monthly plan when client batches repeat.
Private workspace. HTTPS upload. No credit card needed.
PDF, JPG, or PNG • Free preview • Page packs and monthly plans for continued work
Open the converterpdf2text.ai is an independent tool and is not affiliated with, endorsed by, or sponsored by Investec or any financial institution. All trademarks remain the property of their respective holders and are used here solely for descriptive purposes to identify file compatibility.