ClearlyLedger converts Caixa Econômica Federal (Brazil) PDF statements into clean Excel and CSV files. This guide covers the common CAIXA pdf or ofx layout, DD/MM/YYYY dates and BRL amounts. Every export shows its balance check, and anything that needs checking is flagged in the file. Most CAIXA statements (3-15 pages) finish in under 60 seconds with no signup required for your first file.
Last updated 2026-09-03
Printed structure: PDF or OFX with Data, Histórico, Documento, Valor, Saldo
Date notation: DD/MM/YYYY. Money notation: R$ BRL. Observed statement size: 3-15 pages.
Amounts use a comma decimal and period thousands separator (1.234,56), the same convention as most of continental Europe; PIX and boleto references in the narration are preserved.
In Portuguese, this document is a extrato bancário. Fundada em 1861 pelo Imperador Dom Pedro II como uma instituição de poupança popular, a CAIXA é 100% estatal e administra o FGTS e vários dos maiores programas sociais do Brasil.
The profile uses the bank-specific observations below as review checkpoints. They describe the source document rather than making a generic promise about every PDF:
A typical Caixa Econômica Federal file runs 3-15 pages. Confirm its DD/MM/YYYY dates, BRL signs, first and final transactions, and page boundaries. Balance review is especially important on this layout. Founded in 1861 by Emperor Dom Pedro II as a savings institution for low-income depositors, CAIXA remains 100% government-owned and is the main administrator of Brazil's FGTS employment severance fund and several of the country's largest social programs. The PDF remains the source; the spreadsheet is the reviewable working copy.
Excel suits source-document review and coding. CSV suits mapped imports into Conta Azul, Omie, Bling or QuickBooks. Those routes preserve the DD/MM/YYYY interpretation and BRL values established from the Caixa Econômica Federal source.
The CAIXA PDF is processed in memory and deleted after conversion. The CAIXA transaction data is not used to train AI models. TLS protects the upload in transit, while the workflow is designed around Brazil's LGPD (Lei Geral de Proteção de Dados) for Brazil account holders.
Caixa Econômica Federal statements typically arrive as PDF or OFX with Data, Histórico, Documento, Valor, Saldo. ClearlyLedger's CAIXA profile reads that layout, plus scanned and password-protected exports, and reconstructs Date, Description, Debit, Credit and Balance columns.
This guide highlights common CAIXA statement characteristics — for example: Founded in 1861 by Emperor Dom Pedro II as a savings institution for low-income depositors, CAIXA remains 100% government-owned and is the main administrator of Brazil's FGTS employment severance fund and several of the country's largest social programs. The conversion is released only after its verification checks pass.
Yes. Export to CSV and import into Conta Azul, Omie, Bling or any tool that accepts a transaction file. The DD/MM/YYYY dates and BRL amounts are normalised so the import maps cleanly.
Use these canonical pages to compare formats, verify data handling, and move from PDF extraction into accounting review.
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