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Convert your BTG Pactual statement to Excel

BTG Pactual, based in São Paulo, Brazil, delivers account statements as PDFs through its online banking portal. Upload the statement PDF below and download an Excel (.xlsx) workbook — extracted, normalized and reconciled first.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

BTG Pactual statements to Excel: what you get

This export rebuilds the BTG Pactual statement as an Excel workbook: clean columns, consistent date format, signed amounts, and a summary of the reconciliation check at the top, so whoever opens the file can see both the data and that it was verified.

The main use is catch-up bookkeeping, where a year of statements needs sorting before import. Statements from Brazil banks print dates as day/month/year, often written day.month.year — 03.04.2026 means 3 April 2026 and amounts with points or spaces for thousands and a comma for decimals (1.234,56) — the converter's locale-aware reader handles that layout, and then the reconciliation check proves the result: the extracted transactions must add up to the balances printed on the statement itself, or the conversion is flagged.

Trust in the output comes from the statement's own arithmetic. BTG Pactual prints balances that its transaction list must sum to; the converter repeats that sum independently on the extracted data. Passing both checks is the only route to a reconciled result; there is no partial pass and no silent correction. What cannot be proven is labelled, never smoothed over.

Two habits make BTG Pactual statements easier to work with. First, convert the issued PDF rather than a portal screen print — print views paginate differently and can drop the balance lines the check needs. Second, glance at the statement's own subtotals before converting: section totals for deposits, withdrawals and fees are free checkpoints that tell you where a flagged difference is likely to live.

In Brazil, bookkeepers commonly work in ContaAzul and Omie; the Excel and CSV exports from this converter are the files those tools import, and the CSV export is laid out for direct import where the tool accepts it.

Keeping evidence with the conversion

File three things together for every {bank} month: the statement PDF, the converted file, and the reconciliation outcome. Anyone reviewing the work later — a partner, an auditor, a tax adviser — can re-perform the month from that trio without asking you anything.

Before you use the file

If the workbook will feed a model or a client file, paste values rather than linking cells back to a working copy. The converted figures are deliberately plain — real dates, real numbers — so they paste cleanly, and the reconciliation summary gives the reader the provenance in one glance.

How to download a statement PDF from BTG Pactual

  1. Get the statement from BTG Pactual itself. BTG Pactual customers with several accounts should download from each account separately — statements are issued per account.
  2. Go to the account, then its documents. Look for Statements, Documents, Mailbox or eStatements in the account menu; the label differs by bank and changes over time.
  3. Work month by month. Recent periods are usually listed first; older ones may sit behind a date-range search or an archive request.
  4. Download the PDF version. Choose PDF when the bank offers several formats — it is the issued document, identical to the paper statement.
  5. Run the conversion here. Upload the PDF above and check the reconciliation result before you download the converted file.

These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.

Tip: a statement that covers a partial period (account opened or closed mid-month) still converts and reconciles; its balances simply anchor a shorter chain.

Questions and answers

How do I convert a BTG Pactual statement to Excel?

Get the PDF from BTG Pactual's statements area, upload it here, and download the converted an Excel (.xlsx) workbook. The converter reads the transactions, standardizes the columns and verifies the totals against the statement before the file is ready.

What date and number formats do BTG Pactual statements use?

Like most banks in Brazil, BTG Pactual prints dates as day/month/year, often written day.month.year — 03.04.2026 means 3 April 2026 and amounts with points or spaces for thousands and a comma for decimals (1.234,56). Conversion normalizes dates to an unambiguous form in the output while leaving the figures themselves untouched.

What does the reconciliation check do?

Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.

How far back can I get BTG Pactual statements?

That depends on the bank's portal — most keep at least a year of PDFs online, and older periods can usually be requested. However far back you go, download each period as its own PDF.

Is the converted file ready to import into my accounting software?

The QuickBooks and Xero exports are laid out in the column order those tools import. The plain CSV and Excel exports suit everything else, including spreadsheet review before import.

My BTG Pactual statement has a running balance column. Is it used?

Yes — it is one of the strongest checks available. The converter walks the extracted amounts against the printed running balance row by row, so a single dropped or duplicated transaction is pinpointed instead of merely suspected.

What if two BTG Pactual statements cover overlapping days?

Convert them separately and import only one version of the overlap. Banks occasionally reissue a corrected statement for a period; the later issue supersedes the earlier, and importing both would double the shared days.

Can I convert a full year of BTG Pactual statements at once?

Yes. Download each month as its own PDF and upload them together — batch mode converts them in one run and, in Excel, adds a combined sheet. Each statement is still reconciled separately, because balances are per statement.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.

Other formats for BTG Pactual statements

BTG Pactual statement to CSV

Convert the same BTG Pactual statement PDF to CSV instead.

BTG Pactual statement to OFX

Convert the same BTG Pactual statement PDF to OFX instead.

Back to the BTG Pactual statement converter hub or the Brazil bank directory. Other Brazil banks: Itaú Unibanco statement to Excel · Banco Bradesco statement to Excel · Banco do Brasil statement to Excel · Caixa Econômica Federal statement to Excel

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