Convert a PDF with Sift
Extract a digital PDF table or bank statement into an editable Excel or CSV file.
Source reviewed Product documentation
Open Sift. Sift reads a digital PDF in your
browser and exports .xlsx or .csv. This conversion does not upload the file,
use an AI provider or require a BeforeMay account.
Before you begin
Use a PDF with a readable text layer. Scans and photos need OCR and are not the same input. The current file limit is 20 MB. Keep the original PDF so you can check every extracted amount against it.
Convert and check
- Choose the extraction layout offered by the tool and drop the PDF into it.
- Review the detected tables beside the source pages.
- Check headings, dates, debit/credit signs, totals and rows split across pages.
- Edit cells when the extraction needs correction.
- Download the result as Excel or CSV and open it to check the exported values.
For a safe first try, use the sample statement supplied inside Sift. The sample is demonstration material, not evidence of your own client's transactions.
If extraction is incomplete
If the tool reports a scan or no usable text, use the original digital statement if available. A blank result is not evidence that the document contains no transactions. If the columns are misaligned, try the other extraction layout and compare again with the source.
Closing or reloading the page can discard the in-memory work. Download the checked result before leaving. Sift produces extracted values, not a reviewed working paper or an accounting reconciliation.