Convert Simplii Financial PDF to CSV
Convert Simplii Financial PDF statements to CSV. Canadian digital banking support. Stop manual data entry and get your Simplii Financial transactions into Excel, QuickBooks, or Xero in seconds.
Try free — no credit card required
How to Download Your Simplii Financial Statement PDF
- 1
Log in to Simplii Financial online banking
- 2
Navigate to your account overview
- 3
Click on "Statements" from the account menu
- 4
Select your statement period
- 5
Click "Download PDF" to save the statement
Simplii Financial is an online-only bank (subsidiary of CIBC, formerly PC Financial). Statements use Canadian date format (MM/DD/YYYY).
What Your Simplii Financial CSV Will Include
Simplii Financial Statement Format
Simplii Financial statements use Canadian date format (MM/DD/YYYY) with clean digital formatting. As an online-only bank, statements are optimized for digital access. Chequing statements show running balances.
Supported Simplii Financial Account Types
- Chequing
- Savings
Simple, Transparent Pricing
Try free with up to 3 conversions per month. For scanned PDFs, messy layouts, and better extraction quality — upgrade to AI Pro.
Try it risk-free
- 3 free conversions per month
- CSV & Excel export
- Text PDFs only
- Standard extraction
- AI rescue
- Scanned PDF support
Best for one-off volume
- Unlimited text PDF conversions for 24h
- CSV & Excel export
- Guest checkout — no sign-up
- One-time payment, no sub
- AI rescue
- Scanned PDF support
1,000 AI credits included
Best for messy, scanned, or high-stakes statements
- AI rescue when standard extraction isn't good enough
- Scanned & image PDF support
- Batch upload (up to 10 files)
- QBO, JSON, CSV & Excel export
- Dashboard & history (7-day retention)
- Priority support
- Failed AI rescues refunded automatically
AI extraction pauses at 1,000 credits each month; annual billing gives you a larger upfront pool.
Only AI rescue and scanned PDF extraction use credits. Standard text-PDF extraction stays free and unlimited for all tiers.
Simplii Financial Tips & Notes
- 1
Simplii Financial is an online-only bank owned by CIBC (formerly known as PC Financial)
- 2
Simplii offers no-fee banking and competitive interest rates
- 3
The bank rebranded from PC Financial to Simplii Financial in 2017
- 4
Transit numbers, institution numbers, and bilingual (English/French) headers are handled automatically by our parser
Secure Handling
Your Simplii Financial statements are encrypted and processed securely. We automatically delete all files after 24 hours.
Instant Conversion
Our specialized parsing engine understands the Simplii Financial layout to extract data instantly and accurately.
Format Ready
Get a clean CSV or Excel spreadsheet with dates, descriptions, and amounts properly formatted for accounting software. Need higher accuracy? Try AI extraction.
Common Simplii Financial Conversion Issues
French/English Formatting
Simplii Financial statements may contain bilingual headers. Our parser is trained to recognize standard transaction columns regardless of the language setting used in your online banking.
Check Images
Our converter focuses on the transaction list. Images of cleared checks or deposit slips included in the PDF are skipped to keep your CSV clean and spreadsheet-ready.