ClearlyLedger converts Itaú Unibanco (Brazil) PDF statements into clean Excel and CSV files. This guide covers the common Itaú 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 Itaú statements (3-14 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: 3-14 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. O Itaú Unibanco nasceu em 2008 da fusão entre o Banco Itaú e o Unibanco, e seu extrato bancário traz Data, Histórico, Documento, Valor e Saldo, com o PIX aparecendo como um tipo de transação próprio.
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 Itaú Unibanco file runs 3-14 pages. Confirm its DD/MM/YYYY dates, BRL signs, first and final transactions, and page boundaries. Balance review is especially important on this layout. Formed by the 2008 merger of Banco Itaú and Unibanco (União de Bancos Brasileiros), one of the largest bank mergers in Latin American history, creating what was then the largest bank in the Southern Hemisphere. 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 Itaú Unibanco source.
The Itaú PDF is processed in memory and deleted after conversion. The Itaú 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.
Itaú Unibanco statements typically arrive as PDF or OFX with Data, Histórico, Documento, Valor, Saldo. ClearlyLedger's Itaú profile reads that layout, plus scanned and password-protected exports, and reconstructs Date, Description, Debit, Credit and Balance columns.
This guide highlights common Itaú statement characteristics — for example: Formed by the 2008 merger of Banco Itaú and Unibanco (União de Bancos Brasileiros), one of the largest bank mergers in Latin American history, creating what was then the largest bank in the Southern Hemisphere. 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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