Uploading PDF Bank Statements to Audit Sight
Overview
Audit Sight allows you to upload bank statements in PDF format to extract transaction-level banking data and support audit and advisory workflows. Uploading PDF bank statements is commonly used when transaction data is not readily available in Excel or when statements are needed for documentation and reference.
This article explains:
How PDF bank statements are processed in Audit Sight
Requirements and limitations for PDF uploads
What you can do once the banking data has been imported
Key Requirements and Limitations
Before uploading PDF bank statements, be aware of the following:
English-language statements are required
Audit Sight’s PDF extraction and AI-driven banking logic are designed to work on English statements.PDF extraction is a paid service
Converting PDF bank statements into transaction-level data is billed under Audit Sight Data Conversion Services, per your firm’s agreement.-
Audit Sight does not automatically convert currencies
If statements are in a foreign currency, additional preparation may be required before using the data.Learn More about conversion -> Uploading Foreign Currency Banking Data Using the Audit Sight Template (DIY)
When to Upload PDF Bank Statements
Uploading PDF bank statements is appropriate when:
Banking transactions are not available in Excel or CSV format
You want to verify the bank statements are legitimate
You want to automatically identify missing statements.
If transaction data is already available in Excel, uploading via the Audit Sight template may be faster and avoid PDF conversion costs.
How to Upload PDF Bank Statements
Step 1: Navigate to the Banking Upload Area
In Audit Sight, navigate to:
Select your client → + Add Data → USD PDF Bank Statements
Step 2: Upload the PDF Statements
Select the entity
Attach the files -> You can attach as many files as possible
Individual Files must be less than 200MB in size.
Once uploaded, Audit Sight will queue the files for processing.
Step 3: Sit back and relax
After upload:
Audit Sight extracts transaction-level data from the PDFs
Extracted transactions become available in the Banking Data UI
You will receive an email notification once completed.
What You Can Do After the Banking Data Is Imported
Once PDF banking data has been processed and imported, Audit Sight provides several tools to help you review, prepare, and use the data.
Download Transactions to Excel
You can download the extracted bank transactions in Excel format for:
Map Bank Accounts to the Chart of Accounts
Within Audit Sight, you can map imported bank accounts to the client’s Chart of Accounts (COA). This mapping:
Supports downstream automation and testing
Improves transaction matching and analysis
Helps align banking activity with accounting records
View Data Gaps and Coverage
Audit Sight highlights:
Missing statement periods
Gaps in transaction coverage
Accounts with incomplete data
These indicators help teams identify follow-up items early and avoid surprises later in the engagement.
Need Help?
If you have questions about PDF uploads or how to use imported banking data, contact:
Your Customer Success Representative, or
