Citizens Bank statements use a straightforward tabular format. Limited export functionality in online banking means most accountants working with Citizens Bank clients convert monthly PDFs to get transaction data.
Common pain point: Citizens Bank has minimal self-service export tools — accountants rely on PDF conversion for every monthly close.
Documentric converts your Citizens Bank PDF into whichever format your accounting software needs. All three formats are included on every plan.
QuickBooks Online (.qbo)
Import directly into QuickBooks Online or QuickBooks Desktop. No reformatting needed.
CSV (.csv)
Open in Excel, import into Xero, Sage, FreeAgent, or any spreadsheet tool.
Excel (.xlsx)
Fully formatted Excel workbook with date, description, debit, credit, and balance columns.
Drag and drop your Citizens Bank statement — or click to browse. Works with scanned and digital PDFs.
Every extracted transaction is shown in an editable table. Fix anything before you export — catches errors before they reach QuickBooks.
Export QBO, CSV, or Excel. Import directly into QuickBooks, Xero, Sage, or any accounting software.
Citizens Bank PDFs — including multi-page and scanned statements — are processed in seconds, not minutes.
Review every transaction in the table and fix any errors before the file is generated. No surprises in QuickBooks.
Documentric auto-checks that extracted transactions match the Citizens Bank statement's opening and closing balances.
Your clients' Citizens Bank statements are sensitive. Uploaded files are automatically deleted within 24 hours.
Convert statements from other banks:
Yes. Documentric handles personal checking, business checking, savings, and credit card statements from Citizens Bank. Both digital PDFs and scanned statements are supported.
Documentric uses AI-powered extraction optimised for bank statement formats. The inline review table lets you verify and correct any transaction before exporting — so errors are caught before they reach your accounting software.
You can upload and process multiple statements. Batch processing for bulk exports is available on the Professional and Business plans.
All uploaded files are encrypted in transit and at rest. Files are automatically deleted within 24 hours of upload. We never store, share, or use your financial data.
The exported .qbo file is compatible with QuickBooks Online, QuickBooks Desktop (Pro, Premier, Enterprise), and QuickBooks for Mac.