Uploading PDF Bank Statements and Accessing Extracted Transactions via the API

Uploading PDF Bank Statements and Accessing Extracted Transactions via the API

Overview

LedgerSync supports uploading bank PDF statements directly into the platform for transaction extraction. Once a PDF is uploaded and processed, those transactions become available through the LedgerSync API — just like transactions pulled from a live bank connection.

This means you can upload a PDF bank statement, have LedgerSync extract the transactions, and then build on that data programmatically through the API.

How It Works

  1. Upload the PDF — Use LedgerSync's PDF Converter tool to upload a bank statement PDF.
    Navigate to: Tools → PDF Converter → Drag and drop your PDF
  2. LedgerSync extracts the transactions — The platform parses the PDF and populates the transactions into the client's account.
  3. Transactions flow through the API — Once extracted, those transactions are accessible via the LedgerSync API, the same way as any other transaction data on the platform.

What You Can Do with the API

After transactions are populated from a PDF upload, you can use the LedgerSync API to:

  • Retrieve the extracted transactions for a given client and account
  • Filter by date range, amount, or description
  • Feed the data into your own application, accounting system, or reporting tool
  • Build automated workflows on top of the extracted data

PDF Requirements

For successful extraction, the uploaded PDF must meet the following requirements:

  • The PDF must be text-based (not a scanned image). To verify: if you can highlight and copy text in the PDF, it should be compatible.
  • Password-protected PDFs cannot be converted.
  • The statement should be a standard bank-issued document.

If your PDF does not meet these requirements, the converter will not be able to extract transactions from it.

API Access

To access transaction data via the LedgerSync API:

Related Articles

  • Article 59: How to Convert Bank PDF Statements to Excel or QBO
  • Article 7: LedgerSync API
  • Article 72: How to Download Transactions from LedgerSync as a QBO, OFX or CSV File

Have questions? Contact us at support@ledgersync.com.

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