ClearlyLedger converts PostFinance PDF statements into structured Excel and CSV for Swiss Treuhänder, bookkeepers and SMEs. PostFinance is the financial-services arm of Swiss Post (Die Post) and only received a full Swiss banking licence in 2013 — its postal payment services actually trace back to 1906, when the Swiss postal service first began offering giro-account-style payments, more than a century before PostFinance became a licensed bank.
Last updated 2026-09-03
QR-bill and standing-order references can run long in the Details field, and a generic parser can truncate or split them away from the transaction amount they belong to.
ClearlyLedger preserves QR-bill and standing-order reference text in full on export.
Column and transaction labels may appear in German, French or Italian depending on the customer's language, so a parser tuned only for one language will misread a statement issued in another.
The PostFinance profile also skips postal account summary blocks that would otherwise be mistaken for transaction rows.
Use Excel when reviewing figures for a Treuhänder, annual accounts, or preparing MWST returns. Use CSV for import into Swiss accounting software such as Bexio.
ClearlyLedger's balance verification checks extracted rows against the printed balance before export, helping catch a missing row before bookkeeping starts.
Printed statement structure: PDF account statement with Date, Details, Debit, Credit, Balance
Source conventions: DD.MM.YYYY dates, CHF CHF amounts, and 2-20 pages.
These PostFinance details identify the rows most likely to need inspection after extraction. Review the first and final transaction, each PDF page boundary, and any row affected by the observations above before using the spreadsheet in an accounting import.
Continue from this guide into the matching converter, accounting import, security, or country hub pages so crawlers and readers can follow the full workflow.
Upload the PostFinance PDF to ClearlyLedger. QR-bill and standing-order references are preserved, the balance is verified, and the statement is exported to Excel.
Yes. ClearlyLedger exports PostFinance transactions to CSV with date, description, debit, credit and balance columns for accounting imports.
Yes. PostFinance statements in German, French, Italian or English are all detected automatically.
Yes. Postal account summary blocks are excluded from the transaction export rather than being counted as rows.
Use these canonical pages to compare formats, verify data handling, and move from PDF extraction into accounting review.
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