Switzerland Bank Statement Converter

ClearlyLedger converts Swiss bank statement PDFs from UBS, Credit Suisse, PostFinance, Raiffeisen and Zurcher Kantonalbank into Excel or CSV. It handles CHF formatting, apostrophe thousands separators, value dates, QR-bill references, multilingual labels and balance verification.

Last updated 2026-10-26

Switzerland banks ClearlyLedger converts

ClearlyLedger ships dedicated statement profiles for 5 Switzerland banks. Each profile expects the layout that bank actually prints, rather than treating every PDF as a generic table.

Bank Date format Currency Typical length
UBS SwitzerlandDD.MM.YYYYCHF CHF2-20 pages
Credit Suisse SwitzerlandDD.MM.YYYYCHF CHF2-25 pages
PostFinanceDD.MM.YYYYCHF CHF2-20 pages
Raiffeisen SwitzerlandDD.MM.YYYYCHF CHF2-18 pages
Zurcher KantonalbankDD.MM.YYYYCHF CHF2-18 pages

Statement conventions in Switzerland

Switzerland statements in our profile set use DD.MM.YYYY date ordering and are denominated in CHF CHF. Check ambiguous transaction dates carefully: a DD.MM.YYYY statement read as US ordering produces plausible-looking but wrong dates for every day below the thirteenth of the month, which is why the Switzerland profiles pin the order rather than inferring it per row.

Layout quirks these profiles handle

  • CHF amounts may use apostrophe thousands separators
  • Multilingual labels appear in German, French, Italian or English
  • Value-date fields and forex rows need preservation for review
  • Check the Booking date and Value date columns separately when filtering a UBS export; do not overwrite either with the other.
  • Legacy Credit Suisse statement layouts still appear in historical PDF packs
  • CHF apostrophe thousands separators and multilingual labels need normalization

Importing into Switzerland accounting tools

Export to CSV and import into Bexio, Abacus, Banana or Sage — the tools Switzerland bookkeepers most often run. Amounts and dates are normalised on export so the column mapping in the import wizard resolves without hand-editing.

Conversions are processed in memory, are never used to train AI models, and the workflow is built to align with the Swiss FADP for Switzerland account holders.

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