Copilot Money CSV converter
Bank statement to Copilot Money CSV
Upload any bank statement PDF. Get a Copilot Money-compatible CSV with Date, Name, Amount, Category — ready for Copilot's column mapper.
How it works
Three clicks from PDF to Copilot Money
Upload your bank statement
PDF, JPG, or PNG. Any bank worldwide. Up to 10MB per file.
Download the Copilot CSV
AI reads every transaction and outputs a file with the columns Copilot's importer recognizes: Date, Name, Amount, Category, Note.
Import in Copilot Money
Open Copilot on desktop → go to the account → add transactions from CSV → map columns as needed → done.
Why this matters
A clean CSV that Copilot Money accepts the first time
Matches Copilot's column mapper
Date, Name, Amount, Category, Note — the exact fields Copilot's import flow surfaces. Little to no mapping needed.
Signed amount format
Copilot expects expenses as negative values. Our export follows that convention out of the box.
Backfill older history
Perfect for filling history that Copilot's direct bank sync didn't pull — most Plaid syncs only reach 90 days back.
Works with scanned PDFs
If your statement is a scan or photo, AI OCR reads it. No manual retyping required.
More than just categories
Real financial clarity from your bank statement.
Subscription tracker
Find the charges you forgot about
AI scans every transaction and flags recurring payments. Most people discover at least one subscription they'd forgotten.
- Detects monthly, annual, and weekly charges
- Shows your true monthly subscription cost
- Spots free trial conversions before they auto-renew
Subscription tracker
Find the charges you forgot about
AI scans every transaction and flags recurring payments. Most people discover at least one subscription they'd forgotten.
- Detects monthly, annual, and weekly charges
- Shows your true monthly subscription cost
- Spots free trial conversions before they auto-renew
AI Insights
Your finances, explained by AI
Get a personalized breakdown of spending habits and anomalies. AI reads every transaction and tells you what actually matters.
- Highlights unusual spending spikes
- Tracks month-over-month trends
- Summarizes financial health in plain English
AI Insights
Your finances, explained by AI
Get a personalized breakdown of spending habits and anomalies. AI reads every transaction and tells you what actually matters.
- Highlights unusual spending spikes
- Tracks month-over-month trends
- Summarizes financial health in plain English
Smart recommendations
Not generic tips — your tips
Every recommendation is based on your actual transactions. Specific dollar amounts, not vague advice.
- Based on your real spending patterns
- Specific dollar amounts you can save
- Actionable in under 5 minutes
Potential monthly savings
$227/mo
Potential monthly savings
$227/mo
Smart recommendations
Not generic tips — your tips
Every recommendation is based on your actual transactions. Specific dollar amounts, not vague advice.
- Based on your real spending patterns
- Specific dollar amounts you can save
- Actionable in under 5 minutes
Analyze your own statement
Upload a PDF, get your full report in 30 seconds.
Pricing
See where your money goes
Upload a statement and get answers in seconds. No card required.
- 1 analysis per month
- Up to 50 transactions
- Auto-categorized spending
- Visual spending charts
- Export to CSV & Excel
- 500 pages per month
- Up to 100 transactions
- Everything in Free
- Find forgotten subscriptions
- AI spending insights
- 12-month history
- Everything in Basic
- Unlimited pages
- Unlimited transactions
- Smart receipt scanning (5/mo)
- Priority support
FAQ
Copilot Money CSV converter —
questions & answers
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