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Based in Canada, Beem Credit Union provides statements to its customers as PDF documents in online banking. Upload the statement PDF below and download an Excel (.xlsx) workbook — extracted, normalized and reconciled first.
Excel is where most statement clean-up happens, and this export is built for it: the Beem Credit Union transactions land in a typed spreadsheet — real dates, real numbers, no text-formatted amounts — with a summary block showing that the figures tie back to the statement itself.
The main use is sharing clean figures with a client, partner or adviser who works in Excel. Statements from Canada banks print dates as a written month or day/month/year — "Apr 3, 2026" and 03/04/2026 both appear and amounts with a comma for thousands and a point 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. Beem Credit Union 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 Beem Credit Union 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. The closing zone carries the balances and any fees or interest summaries; it is the closing zone the reconciliation check answers to, and the first place to look when a conversion is flagged.
In Canada, bookkeepers commonly work in QuickBooks, Wave, Xero and Sage; the Excel and CSV exports from this converter are the files those tools import, and the QuickBooks export is laid out for direct import where the tool accepts it.
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.
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.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Tip: keep the downloaded PDFs in a folder named by account and month. A tidy folder makes batch conversion and later review almost mechanical.
Save the statement as a PDF from Beem Credit Union online banking, add it to the converter above, and take the an Excel (.xlsx) workbook it produces. Extraction, column normalization and the reconciliation check all happen before the download is offered.
Expect a written month or day/month/year — "Apr 3, 2026" and 03/04/2026 both appear dates and amounts with a comma for thousands and a point for decimals (1,234.56) on a Beem Credit Union statement. The reader is locale-aware, so those conventions are handled rather than misread, and the output columns come out in the standard layout regardless.
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.
No. The converter changes layout, not currency: figures stay in $ exactly as Beem Credit Union printed them.
Yes — convert each account's statements separately so each one reconciles against its own balances, then combine the exports in your software if you need a single view.
Scan the statement as flat and straight as you can and upload the scan. OCR reads it, and the reconciliation check verifies the read against the printed balances; rows it cannot verify are flagged for a manual look.
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.
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.
No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.
Convert the same Beem Credit Union statement PDF to CSV instead.
Convert the same Beem Credit Union statement PDF to OFX instead.
Convert the same Beem Credit Union statement PDF to QuickBooks instead.
Back to the Beem Credit Union statement converter hub or the Canada bank directory. Other Canada banks: Royal Bank of Canada statement to Excel · TD Canada Trust statement to Excel · Scotiabank statement to Excel · BMO statement to Excel
Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.