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Based in Toronto, Canada, Simplii Financial provides statements to its customers as PDF documents in online banking. Upload the statement PDF below and download a QuickBooks-ready CSV (Date, Description, Amount) — extracted, normalized and reconciled first.
The QuickBooks-format file carries the Simplii Financial transactions with dates normalized and amounts signed — the layout that imports into QuickBooks Online and Desktop's CSV routines without manual reformatting.
The main use is accounts with no connected feed, or a feed that missed a period. 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. Simplii Financial prints balances that its transaction list must sum to; the converter repeats that sum independently on the extracted data. Agreement to the cent means the extraction matches the document. Disagreement means the conversion is flagged — the result says so plainly, with the differing rows marked.
Before converting, spend thirty seconds on the Simplii Financial document itself: confirm the period matches the month you are closing, note the opening and closing balances, and scan for the period's largest transactions. A reconciliation difference is most often one of those large items — a duplicate, a drop, or a digit misread — and knowing the candidates in advance shortens the search considerably.
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.
Ask clients for the issued PDFs rather than portal screenshots or spreadsheet exports. The PDF is the only version that carries the balances the check needs, and a folder of monthly PDFs plus their conversion results is an audit trail that assembles itself.
If the upload reports rows it cannot read, check for a edited file: the CSV must keep its header row and comma structure exactly as downloaded. Re-download a clean copy rather than repairing one by hand.
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 Simplii Financial online banking, add it to the converter above, and take the a QuickBooks-ready CSV (Date, Description, Amount) it produces. Extraction, column normalization and the reconciliation check all happen before the download is offered.
Like most banks in Canada, Simplii Financial prints 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). Conversion normalizes dates to an unambiguous form in the output while leaving the figures themselves untouched.
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 Simplii Financial 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 Simplii Financial statement PDF to Excel instead.
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Back to the Simplii Financial statement converter hub or the Canada bank directory. Other Canada banks: Royal Bank of Canada statement to QuickBooks · TD Canada Trust statement to QuickBooks · Scotiabank statement to QuickBooks · BMO statement to QuickBooks
Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.