Convert TD Bank Statements to Excel & CSV
Upload any TD Bank PDF — personal checking, business accounts, credit cards, or wealth statements. Get clean, formatted data in seconds.
Every TD Bank Account Type Supported
Personal, business, credit cards, and investment accounts — all processed with the same accuracy
TD Personal Checking
Convenience Checking, Beyond Checking, and Simple Checking accounts
TD Business Banking
Business Checking, Business Money Market, and Commercial accounts
TD Credit Cards
TD Cash Credit Card, Double Up Card, and secured cards
TD Wealth & Investment
TD Wealth portfolios, brokerage accounts, and retirement statements
How It Works
Three steps from TD Bank PDF to clean spreadsheet data
Upload TD Bank PDF
Drag and drop or click to upload your TD statement
AI Extracts Data
Zera AI reads every transaction with 99.6% accuracy
Export Clean Files
Download CSV or Excel ready for QuickBooks or Xero
How to Download TD Bank Statements
Quick steps for TD Bank online banking and mobile app
Desktop (TD Bank Online)
- 1Log in to td.com and select your account
- 2Click “Statements & Documents” in the menu
- 3Select the statement date and download as PDF
TD Bank Mobile App
- 1Open the TD Bank app and tap your account
- 2Tap “Statements” and select the month
- 3Use the share icon to email the PDF to yourself
Calculate Your ROI
See how much time and money you save by automating TD Bank statement processing
Your Current Workflow
Your Savings with Zera Books
“Zera Books handles the variety of statement formats my clients send without any issues. It's become essential to how I manage my monthly bookkeeping workflow.”
Real Results from Real Accountants
How Gagan transformed their workflow
The Challenge
As a Manager at Manning Elliott, I work with clients across different industries—retail, professional services, hospitality. Each one has their own bank, their own statement format, their own way of organizing things. Before Zera Books, I was manually extracting transaction data from PDFs, dealing with different layouts, different date formats, different ways of showing debits and credits. It was time-consuming and error-prone.
The Solution
Zera Books handles all the variety automatically. I upload statements from any bank, any format, and get clean, consistent data ready for import. The AI figures out the layout, extracts the transactions correctly, and I just review and export. What used to take an hour per client now takes minutes.
The Results
Why Accountants Choose Zera Books for TD Bank
Purpose-built for financial professionals
10-Second Processing
Upload a TD Bank PDF and get clean spreadsheet data before you can pour your coffee. Bulk processing handles dozens of statements at once.
99.6% Accuracy
Zera AI is trained on thousands of TD Bank statement layouts. Review and edit transactions before export for complete control.
QuickBooks & Xero Ready
Export files formatted for direct import into your accounting software. No reformatting or column mapping required.
Built for Every TD Bank Workflow
Whether you manage one account or hundreds, Zera Books fits your process
Accounting Firms
Process TD Bank statements for multiple clients with consistent formatting
Bookkeepers
Speed through monthly reconciliation with automated data extraction
Small Business Owners
Get clean transaction data without the learning curve
Controllers & CFOs
Feed dashboards with reliable TD Bank data exports
Property Managers
Track rent and escrow activity across multiple TD accounts
Nonprofits
Generate audit-ready exports with zero-retention security
Frequently Asked Questions
Everything you need to know about TD Bank PDF conversion
Which TD Bank accounts are supported?
Every TD Bank format is covered — personal checking, TD Business Banking, TD Cash credit cards, TD Wealth investment statements, and archived PDFs from closed accounts. Our AI handles all TD statement layouts automatically.
How accurate is the TD Bank conversion?
Our AI is trained on thousands of TD Bank statement layouts, delivering 99.6% accuracy. You can review and edit transactions in the preview before export for complete control over your data.
Can I convert older TD Bank statements?
Yes. TD Bank stores up to seven years of statements online. Upload any archived PDF and export it instantly — great for tax preparation, audits, or historical reconciliation.
What export formats are available?
Download CSV or Excel files formatted for QuickBooks, Xero, Wave, Sage, and other accounting software. Each export includes dates, descriptions, amounts, and running balances.
Is my TD Bank data secure?
We use bank-grade 256-bit encryption, short-lived storage, and zero-retention policies. Your statements are automatically deleted after conversion — we never store your financial data.
How much does it cost?
Start with a one-week trial. Unlimited access is $79/month — flat rate with no per-statement fees. Most accountants save 10+ hours per month, making the ROI significant.
Trusted by 1,000+ Accounting Professionals
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